Luffytubby
Member
It goes without saying that Nvidia will surely rebounce from this as the stock marked is unpredictable and changes quickly. However, it also cannot be stated enough that this drop is monstrous and that it comes as a result of a wave of very problematic elements combining.
More at the link.
The RTX cards left me disappointed so I am not sure how to feel. A part of me hopes that Nvidia will learn a "lesson" and try to diverge away from this path they have been on for a very long time. Fermi and Maxwell offered incredible, graphics cards with real performance benefits, and their software suite and drivers were just way, way better than AMD. From UI to correspondence, Nvidia just had an extra layer of security, and it resulted in gamers having more trust in their games being correctly optimized for Nvidia products than AMD.
But Nvidias lack of proper competition had turned their products from being a good value. The RTX cards brought substantial price hikes at the expense of minor performance improvements. The bumbled and hyped Ray-Traying, is unproven, and on top of that, it comes from Nvidia, a manufacturer who has been known in the past for needlessly making its technologies, convoluted and consumer fragmenting(G-synch, for example).
It is weird being a fan of their products, but still rooting for AMD to bring us more competition- And with it; more value, better prices and more performance. It was really disappointing to see the prices of the RTX cards. The price gourge seemed like a ploy to take advantage of the cryptomining craze. It comes as a spit in the face of consumers who helped grow Nvidia. Now millions of miners are RMA'ing their Graphics Cards, and we have an overabundance of Maxwell cards on the market.
This risk slowing down the adoption of RTX Cards in general, and that slow growth can compel developers to never actually really use the RTX tech to make substantially better-looking games (due to, too low a market penetration). That means, that gamers who forked out for the new RTX cards will pay for marginally better tech that goes underutilized in games of tomorrow.
The games industry is pretty incredible in how word of mouth has a way of really affecting companies bottom line for bad business practices. It's something Ubisoft, Sony, Microsoft and Electronic Arts have felt over the years, as consumer outcry actually ended up turning a lot of users off. There are many other industries where that sort of vocal outcry doesn't tend to have that impact.
Is Nvidias stock plummeting a good thing in your eyes? Do you think it will bounce back to these previous record levels? Do you think AMD can capitalize on this with their next cards, and finally make Nvidia (and Intel) sweat? 2-3 years of now, when we will most likely see the next architecture following RTX, do you think we will look at 2160, 2170, 2180 and 2180 Ti cards with a lot better value and performance benefits? Will prices even go down following more competition from AMD? How good does the next AMD cards have to be in gaming (and productivity) for really to make Nvidia users like myself switch?
Nvidia is a company that has reached the highest highs and the lowest lows, all in the span of a couple of weeks.
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Over the past two months, Nvidia’s stock has dropped from a closing price of $289.36 on October 1 to today’s opening of $148.42, a decline of 48.8 percent.
It takes a lot for a company to lose nearly half its value in such a short period of time, but Nvidia is proving that an otherwise strong technology business can disappear in the blink of an eye. The company faces an almost perfect barrage of headwinds to its core products that is stalling its plans for long-term chip domination.
To step back a bit first though, Nvidia has traditionally made graphical processing units (GPUs) that are excellent at the kinds of parallel computation required for gaming and applications like computer-aided design (CAD). It’s a durable and repeatable business, and one that Nvidia has a commanding market share in.
Yet, these markets are also fairly narrow, and so Nvidia has endeavored over the past few years to expand its product offerings to encompass new applications like artificial intelligence / machine learning, autonomous automotive and crypto hashing. These applications all need strong parallelized processing, which Nvidia specializes in.
More at the link.
The RTX cards left me disappointed so I am not sure how to feel. A part of me hopes that Nvidia will learn a "lesson" and try to diverge away from this path they have been on for a very long time. Fermi and Maxwell offered incredible, graphics cards with real performance benefits, and their software suite and drivers were just way, way better than AMD. From UI to correspondence, Nvidia just had an extra layer of security, and it resulted in gamers having more trust in their games being correctly optimized for Nvidia products than AMD.
But Nvidias lack of proper competition had turned their products from being a good value. The RTX cards brought substantial price hikes at the expense of minor performance improvements. The bumbled and hyped Ray-Traying, is unproven, and on top of that, it comes from Nvidia, a manufacturer who has been known in the past for needlessly making its technologies, convoluted and consumer fragmenting(G-synch, for example).
It is weird being a fan of their products, but still rooting for AMD to bring us more competition- And with it; more value, better prices and more performance. It was really disappointing to see the prices of the RTX cards. The price gourge seemed like a ploy to take advantage of the cryptomining craze. It comes as a spit in the face of consumers who helped grow Nvidia. Now millions of miners are RMA'ing their Graphics Cards, and we have an overabundance of Maxwell cards on the market.
This risk slowing down the adoption of RTX Cards in general, and that slow growth can compel developers to never actually really use the RTX tech to make substantially better-looking games (due to, too low a market penetration). That means, that gamers who forked out for the new RTX cards will pay for marginally better tech that goes underutilized in games of tomorrow.
The games industry is pretty incredible in how word of mouth has a way of really affecting companies bottom line for bad business practices. It's something Ubisoft, Sony, Microsoft and Electronic Arts have felt over the years, as consumer outcry actually ended up turning a lot of users off. There are many other industries where that sort of vocal outcry doesn't tend to have that impact.
Is Nvidias stock plummeting a good thing in your eyes? Do you think it will bounce back to these previous record levels? Do you think AMD can capitalize on this with their next cards, and finally make Nvidia (and Intel) sweat? 2-3 years of now, when we will most likely see the next architecture following RTX, do you think we will look at 2160, 2170, 2180 and 2180 Ti cards with a lot better value and performance benefits? Will prices even go down following more competition from AMD? How good does the next AMD cards have to be in gaming (and productivity) for really to make Nvidia users like myself switch?