NVDA announced 3 new chips that are optimized for real-time ray tracing. Chips will be available in Q4. The innovation just keeps on coming from NVDA:
The greatest leap since the invention of the CUDA GPU in 2006, Turing features new RT Cores to accelerate ray tracing and new Tensor Cores for AI inferencing which, together for the first time, make real-time ray tracing possible.
These two engines — along with more powerful compute for simulation and enhanced rasterization — usher in a new generation of hybrid rendering to address the $250 billion visual effects industry. Hybrid rendering enables cinematic-quality interactive experiences, amazing new effects powered by neural networks and fluid interactivity on highly complex models.
The company also unveiled its initial Turing-based products — the NVIDIA® Quadro® RTX™ 8000, Quadro RTX 6000 and Quadro RTX 5000 GPUs — which will revolutionize the work of some 50 million designers and artists across multiple industries…
Exciting stuff. Can’t wait to witness what these babies can do!
Earnings are going to be very interesting in a couple of days.
Gaming growth may decelerate from 66% due to the drop in crypto-demand and gamers holding off a quarter until they can get their hands on the new cards.
Data center growth, however, I will be disappointed if there isn’t an increase in growth from last Qs 71%. Historically, sequential growth between Q1 and Q2 is minimal, but given the recent spending reports on some of the big companies, I would expect some payoff from NVIDIA.
Guidance for Q2 revenue growth is about 60% (3.10 billion)
cinematic-quality interactive experience
Sounds like a holodeck to me, thanks StarTrek. Probably first to public venues but followed by gamers in their own homes, home theaters now to become Holodecks. Mom’s everywhere will be glad to get their sons standing up and moving more than their thumbs.
Another thing to think about is training. Think of all the “how to” videos on YouTube, how much better will they get when you can be present to experience a repair, or whatever, before you do one in real life. Great time to be alive.