$NVDA (NVIDIA Corporation)

$NVDA {{ '2016-08-11T21:44:22+0000' | timeago}} • Webcast

Mark Lipacis of Jefferies asks about the main growth driver in the data center business. $NVDA said the vast majority of growth comes from deep learning. High performance computing is a relatively stable and growing business. Grid is a fast growing business but from a smaller base. Deep learning is significant is size and is growing substantially.

$NVDA {{ '2017-11-17T20:26:27+0000' | timeago}} • Webcast

$NVDA said that every major server computer maker in the world has now supported Volta and in the process of taking Volta out to market. HP, Dell, IBM, Cisco and Huawei in China, Insper in China, Lenovo, have all announced that they will be building service - families of servers around the Volta GPU.

$NVDA {{ '2017-11-17T20:22:01+0000' | timeago}} • Webcast

In data center business, $NVDA has started ramping Volta strongly during 3Q18. Every major cloud provider from Amazon, Microsoft, Google to Baidu, Alibaba and Tencent and recently, Oracle, has announced support for Volta. The company will be providing Volta for their internal use of deep learning as well as external public cloud services.

$NVDA {{ '2017-11-09T22:33:34+0000' | timeago}} • Announcement

The battle of trio - $NVDA $AMD $INTC - over the GPU market is getting intense as Intel hired ex-head of AMD's graphics business. Intel looks to expand its high-end discrete GPU for a broad range of computing: a field Nvidia has ruled for a long time. With this battle favoring its peers, Nvidia yet again showed its strength with solid 3Q18 results.

$NVDA {{ '2017-11-09T21:39:41+0000' | timeago}} • Infographic

$NVDA NVIDIA Corporation Earnings AlphaGraphic: Q3 2018 Highlights

$NVDA {{ '2017-11-09T12:24:01+0000' | timeago}} • Announcement

$NVDA has launched a pair of Star Wars-themed collector’s edition Titan Xp graphics cards. The duo "Rebel Alliance & Galactic Empire" have been crafted to reflect the look and feel of the Star Wars galaxy and will be available in green/red lighting. The cards will be broadly available from Nov. 17. GeForce Experience users can pre-order by Nov. 10.

$AMD {{ '2017-11-06T15:17:19+0000' | timeago}} • Announcement

$AMD and $INTC teams up to develop a new chip (a combintion of AMD's semi-custom GPU and a new Intel multi-chip processor), which would steal some $NVDA's GPU market share. The new product that will power lightweight laptops is designed by Intel and integrates an Intel Core processor, Radeon graphics chip, and 2nd gen High Bandwidth Memory (HBM2).

$NVDA {{ '2017-08-11T15:22:13+0000' | timeago}} • Webcast

In automotive, $NVDA announced new partnerships based on its DRIVE PX AI platform, which is being used by more than 225 car and truck makers, Tier 1 suppliers, HD mapping companies, startups, and research institutions. In 2Q18, automotive revenue grew 19% YoY.

$INTC {{ '2017-08-11T15:18:14+0000' | timeago}} • Webcast

Despite the lapse in licensing agreement with $INTC, $NVDA saw 54% YoY growth in OEM revenue for 2Q18, helped by the sales of cryptocurrency-specific GPUs. The company said GPU sales were lifted by demand from mining activity, or Ethereum.

$NVDA {{ '2017-08-11T14:37:24+0000' | timeago}} • Announcement

For FY18, $NVDA intends to return approx. $1.25Bil to shareholders through stock repurchases and quarterly cash dividends. In 1H18, the company has paid $758MM in share repurchases and $166MM in quarterly cash dividends.

$NVDA {{ '2017-08-10T22:33:38+0000' | timeago}} • Announcement

Profit of $NVDA grew 123% YoY to $583MM, or $0.92 per share, for 2Q18 as the graphic chipmaker saw strong demand for its GPU computing chips. Revenue rose 56% for the quarter, helped by 175% growth from datacenter and 52% growth from gaming.

$NVDA {{ '2017-08-10T21:49:12+0000' | timeago}} • Announcement

$NVDA posted a strong Q2 driven by a big growth from gaming and datacenter. The chip maker saw a 175% YoY growth in its datacenter business in 2Q18. This strong momentum is expected to continue as the company increases the sale of its GPUs based on the Volta architecture. Gaming revenue rose 52% on back of the strong demand for Nintendo Switch.

$NVDA {{ '2017-08-10T20:48:58+0000' | timeago}} • Infographic

$NVDA NVIDIA Corporation Earnings AlphaGraphic: Q2 2018 Highlights

$AMD {{ '2017-07-26T18:08:11+0000' | timeago}} • Webcast

$AMD said the growing adoption of Ryzen CPUs, combined with the sixth consecutive quarter of double-digit YoY Graphics sales growth, resulted in a 51% YoY growth in Computing & Graphics revenue. While $INTC focuses on CPU and $NVDA on GPU, $AMD produces both products and that puts it in a unique position to benefit from a changing market for chips.

$NVDA {{ '2017-07-12T16:26:59+0000' | timeago}} • Announcement

Expanding its portfolio of startup investments, $NVDA has added 8 companies over the past year. Lately, $NVDA has invested in Deep Instinct, an Israeli-based startup that uses deep learning to thwart cyberattacks. Deep Instinct uses a GPU-based neural network and CUDA to achieve 99% detection rates vs. 80% from conventional cyber security software.

$NVDA {{ '2017-07-05T15:24:42+0000' | timeago}} • Announcement

Chipmaker $NVDA and Chinese search-engine giant $BIDU teaming up to bring AI-based offerings across cloud computing, self-driving vehicles and AI home assistants.

$BBRY {{ '2017-06-23T12:01:53+0000' | timeago}} • Announcement

$BBRY, which reported non-GAAP profitability for the third consecutive quarter in 1Q18, said that it secured key design wins in high growth segments of automotive technology. $BBRY, once a market leader in smartphone companies, added that its ecosystem is growing with $QCOM and $NVDA adopting BlackBerry technology for their automotive platforms.

$NVDA {{ '2017-06-16T10:58:00+0000' | timeago}} • Announcement

$NVDA announced that it is slated to receive $258MM from U.S. Department of Energy's Exascale Computing Project to accelerate the development of next-generation supercomputers. $NVDA is among the six technology companies to receive funding from the U.S. Department of Energy.

$NVDA {{ '2017-05-09T22:03:56+0000' | timeago}} • Webcast

$NVDA said that it is not interested in the console business. Because it requires deep strategic thought and it takes several hundred engineers to work on and they could be working something else like on major initiatives of the company.

$NVDA {{ '2017-05-09T21:05:17+0000' | timeago}} • Infographic

$NVDA NVIDIA Corporation Earnings AlphaGraphics: Q1 2018 highlights

$NVDA {{ '2017-05-09T21:01:14+0000' | timeago}} • Announcement

For 2Q18, $NVDA sees revenue at $1.95Bil, plus or minus 2%, with gross margins at 58.4%, plus or minus 50 basis points. Operating expenses are expected at $605MM on a tax rate of 17%. Capital expenditures are touted to be approximately $55-65MM in the coming quarter.

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