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Published: May 11, 2017 | Source: Nvidia - Via Seeking Alpha | Author: Mark Campbell

Nvidia is not worried about AMD’s Vega architecture

Nvidia is not worried about AMD's Vega architecture

Nvidia is not worried about AMD’s Vega architecture

 
As part of their 2017 earnings call, Nvidia announced that their revenue was up 48% in the past year, though investors were still nonetheless concerned about Nvidia’s competitiveness in the second half of 2017, even after the releases of the GTX 1080 Ti and Titan Xp. 
 
Blayne Curtis, a representative of Barclays Capital, asked Nvidia’s CEO Jensen Huang how competitive the company will be with AMD’s upcoming Vega GPU lineup. 
 
 
Blayne Curtis – Barclays Capital, Inc.

Thanks. And then just moving to the gaming GPU side, I was just wondering if you can just talk about the competitive landscape looking back at the last refresh. And then looking forward into the back half of this year, I think your competitors have a new platform. I’m just curious as to your thoughts as to how the share worked out on the previous refresh and then the competitiveness into the second half of this year.
 
 
Jensen responded to this question with one simple statement, that he believed that Nvidia’s competitive position was not going to change. Nvidia believes that Vega will not be a major worry for the company, with Jensen showing supreme confidence that Nvidia will remain the dominant GPU manufacturer moving forward. 
 
 

Jen-Hsun Huang – NVIDIA Corp.

My assessment is that the competitive position is not going to change.  

 

Nvidia is not worried about AMD's Vega architecture

(Nvidia’s newly designed Polygon-esque HQ)

 

You can join the discussion on Nvidia’s confidence that they can compete with AMD’s Vega architecture on the OC3D Forums.

 

Nvidia is not worried about AMD's Vega architecture

Nvidia is not worried about AMD’s Vega architecture

 
As part of their 2017 earnings call, Nvidia announced that their revenue was up 48% in the past year, though investors were still nonetheless concerned about Nvidia’s competitiveness in the second half of 2017, even after the releases of the GTX 1080 Ti and Titan Xp. 
 
Blayne Curtis, a representative of Barclays Capital, asked Nvidia’s CEO Jensen Huang how competitive the company will be with AMD’s upcoming Vega GPU lineup. 
 
 
Blayne Curtis – Barclays Capital, Inc.

Thanks. And then just moving to the gaming GPU side, I was just wondering if you can just talk about the competitive landscape looking back at the last refresh. And then looking forward into the back half of this year, I think your competitors have a new platform. I’m just curious as to your thoughts as to how the share worked out on the previous refresh and then the competitiveness into the second half of this year.
 
 
Jensen responded to this question with one simple statement, that he believed that Nvidia’s competitive position was not going to change. Nvidia believes that Vega will not be a major worry for the company, with Jensen showing supreme confidence that Nvidia will remain the dominant GPU manufacturer moving forward. 
 
 

Jen-Hsun Huang – NVIDIA Corp.

My assessment is that the competitive position is not going to change.  

 

Nvidia is not worried about AMD's Vega architecture

(Nvidia’s newly designed Polygon-esque HQ)

 

You can join the discussion on Nvidia’s confidence that they can compete with AMD’s Vega architecture on the OC3D Forums.

 

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