35 Burst results for "INVIDIA"
Nvidia Crushed Earnings Estimates. Its Stock Is Slipping
"It was another big quarter for invidia. Third quarter profits and revenue both higher than expected for the chipmaker shares. Down a little bit today though. I'm assuming it is around the guidance. They gave on their data center division. Which to be fair they came out and said yeah. This number's going down. I always caution people not to spend too much time worrying about what happens right around earnings with companies and i think in twenty twenty and we've gotten the exact wrong lesson whenever companies beat by just a little bit. Their stock goes up twenty percent whenever they lose by a little bit. Their stock goes down twenty percent. That's actually weird. That's actually weird. It doesn't usually work that way. You're exactly right. That generally speaking stocks are driven by guidance. So now they've reported those earnings those are in the bag but invidious stock has gone up by two hundred and thirty billion dollars market cap this year. Two hundred and thirty billion. So what happened on this day is is is is really nothing there. Crushing it on certain fronts. Their chips are in the twitch by nintendo which sold seven million units last. You know they're they're absolutely doing great. So the earnings report was fabulous. The stock doing. There's probably the stock was ahead of itself and that's all you need to know.
Python at NASA Jet Propulsion Laboratory (JPL)
"Angles especially around some of the remote stuff. A lot of things you guys do work with like Rovers. You talked about spirit just to have a conversation with those things is like we complain about late and senior website was slow or I was playing this game and it was hard because there was. Two hundred milliseconds of latency. There's different kinds of latency out in space. Right? Wouldn't the speed light is not enough. So he can some of the smart and putting it on rovers and other stuff. Some of this ai work that you're doing. It sounds like it might have some lakes Ai I. Hope. So and we think it does too. So Michael, basically the work that. We're doing for your listeners. We have a project that we've been investigating now. So let's fast forward the clock rovers nowadays the last one that landed on the planet. I won't say that we shipped because we just shipped one, which we'll talk about called does a couple of weeks. The right we did pandemic shipping and launching of rockets, Rovers, new fad but yes, for pre. That pre pandemic in two thousand, twelve, we ship the the Mars Science Laboratory or the Curiosity Rover, and that one is about. So spirited opportunity just the size them ver- you know your listeners it's about the size if you have kids of one of those cars that you push maybe or something like that or maybe like a power wheel big wheel type of thing that size. Of Spirit and opportunity the MSL rover is about the size of a small car like Volkswagen bug and if you came to jpl and it was open to have these some day and things like that, you could walk into our building agency a full scale model of to really get the feel of it but that's the size rover over that we're talking about now that's. Sort of the modern class at them and so twenty, twenty s the perseverance, the launched it's the same size. So we've got MSL still operating spirit and opportunity arts anymore because they were solar-powered MSL is powered basically by nuclear fission uses an rtd power source and things like that. So it doesn't have to worry about solar panels so it can go for quite a while and. Has Been. So it's a great test basically as long as it mechanically is still functioning right? Absolutely and so challenges with mechanical functioning are like, Hey, we learned a lot about the wheels for a car sized thing as we drove over walks in it toward the wheels up, you know and things, and so we did we learned a lot about them if you look at one. Quick Update and twenty twenty as the wheels have little homer simpson speed holes are not speed old but holes to prevent having just track and tread that dies catching on everything and that's just one thing we learned amongst other things. We've got smart engineers JPL. MSL's agree platform to test stuff out on. However let's talk about AIML L. I'm going to dispel some missing rumor so. MSL and space assets and others they all need right we gotta do computing we need a processor and A. And things like that they are running off of an old the what is that the latest? GP probably like a Invidia like twenty eighty something like that. Yeah. Everybody thinks that and I know you're being facetious and I liked the snark it's awesome. But yes, no, and that's the challenge. Everybody thinks that and it's not it's running off of a rats fifty, which is a be a h that's as bad as powerful as a POWERPC chip and process or in so and why real quick y right when we crash something in the government, we've got a congressional inquiry that we have to respond to. This virtual companies do it and we love the commercial companies where partner with them. Now, they don't right they I mean not to say that it doesn't ruin their value stream or their reputation or things like that. But they've got a little bit more flexibility to do testing and stuff like that than we do and so we are risk averse by profile definition, and so because of that, we were only use things that are what we. Call radiation hardened, which means that when it gets up there in space, a space does and cosmic radiation do weird things to your hardware they flip the bids amongst that's the easy stuff they do. They do a lot of other nasty stuff and so you gotta make sure that the hardware works in space and so because of that the technology, the Gartner life cycle for what we could use for that is real behind and so this big. Smart this big. Potentially smart you know and it is smart. They did great things on MSL and they're going to do even greater on twenty twenty is writing off of an old processor. So the I is human in the loop even more. So coupled with the fact that you alluded to, Hey, you know bandwidth latency you think that's an issue the lifetime from Earth to Mars eight minutes round trip. So anything you send to Mars you, gotTa. Weigh eight minutes to figure out what the heck happened or even what happened for your report back. Then you know that's not it doesn't all have to be synchronised. They're asynchronous ways. There are ways to kind of achieved some advantages and key things up, but it's still it's eight minutes basically, and so because of that, there's a video on youtube by the way for your listeners. If you haven't seen it, it's called the seven minutes of terror. Closer to eight. Yeah. Yeah. That's a great one. Yeah. Yeah. That's for the entry descent and landing. When they landed MSL curiosity, they had to use a big sky crane instead of the typical big balloon rap the rover to balloon it let it balance which was the way they did it before it was so big they had to have this elaborate sky crane thing and in that seven minutes when you go into entry descent and landing there seven minutes before you knew, Hey, what the heck happened and all this stuff had to happen autonomously and things like that, which is great. But yeah, normally eight minutes and so if I told you today that the Mars surface operations people use about two. Hundred images a day that are taken from the rover from its NAVC cans, which are camps by the wheels, and it's Mass Cam, which is the big head that take selfies and other things that you see what it's arm. If I told you that today, they only use two hundred images to plan what to do for rover operations. The next day you'd understand why we're bandwidth limited or Ltd what we can process on the reverse sucking them down to the ground and making decisions. What if I told you tomorrow? We'll get close to that nvidia chip maybe not exactly but there's efforts called high-performance space like computing to build a multi-core. GP. Like chip that is radiation hardened. It's a big government project. That has an emulator already that they're making and that we also today have Mars helicopter I'm perseverance, which is a little drone that went along with it that if successful is running a qualcomm snapdragon, which is gp like chip and why are we not fully radiation hardened and all this? It does we've tested in whatever but it's not like has the years and years of testing. Why are we doing that? Because it's a technology demonstration and we have a bigger like the mission is still successful even if Mars Halley you know is not successful with that what you call ingenuity right and I. Suspect that the risk to a little drone helicopter thing
Nuthin But A 5G Thang
"We're going to start with yesterday's event that apple held apple unveiled four new versions of the iphone twelve including the mini, the pro, the pro Max. Tim Cook said, this is the beginning of a new era. and. This from an optic standpoint tim. This appeared to be very much about not just the new phones but five G.. The CEO Verizon Hans Berg. Joined Cook on stage from a safe social distance. What did you think of that will get into the the phones themselves in a second. But what did you think of the five G. Messaging that was coming out of apple yesterday? Oh, it was amazing messaging if only it were as accurate as the hype was making it out to be. I take it was. So my headline on this Chris is that this is an amazing announcement for a lot of people but not necessarily apple the five here's the problem with five G. News if you put cardboard in front of a millimeter wave five. Device, than that five G. Device is essentially it is stopped from doing any kind of five G. broadcasting the it's not that apple has done anything bad here it's that they're touting five G.. In a way that makes you believe that as long as you have a phone that says, five G, you're going to get five G. speeds. That's just frankly not true. The real thing that has to happen here. Is there has to be a massive bill out of the network. So Verizon being on stage. That's a good thing. Would it tells me is that very likely The first. The first network that's going to make your you know iphone twelve five G. compliant device work like an actual close to five G. device is probably going to be horizon although that's really going to depend on where you're located if you're in a big city like New York San. Francisco, odds are you're probably going to get that kind of connectivity a lot sooner but millimeter wave is a funky technology that we we could go under the hood on it and I'm not going to unless you ask me about it I have not. I didn't think so but the bottom line here is. If you're buying this phone because you believe it's going to give you five G. please don't. In terms of the phones themselves you know there have been events in the past where apple has come out in the fall they've unveiled the latest and greatest iphone. and to my untrained I sort of look at it and they're always new features. But I in the past, a lot of times I have. Looked at whatever is the newest version of the IPHONE and I thought to myself. Well, this is probably going to be something that the apple enthusiasts are going to rush out to buy right. That was not the case this time actually with the phones that they had I i. looked at the mini, which is the least expensive of them and I looked at that and I thought boy I bet I some people who are price conscious or just. Don't want a larger phone I think that is going to appeal to them, and then in terms of the pro and the pro. Max. I think that's going to appeal to media professionals. So I see this as I'm not saying that this is going to be the most successful. event. In terms of new sales yet but I see the targeting that they're doing and I think it could be particularly with the mini. I think you're right because here's the thing I have a what is it now four year old apple iphone se I think where this really wins for apple if it really wins but let's say you're right and I think you've got a I think you're thinking right about this. Chris Apple is betting on that I phone twelve many to be kind of like the upgrade path maybe skip a generation upgrade path for somebody who has like an. Se if they can get you into a six ninety nine phone from where you were at an iphone or let's say at like an iphone eight or even czar. They, win they win. They do not need to sell very many of these iphone twelve maxes, which is like it's got so many superlatives in it. It's like its own sporting event. mean, it really is. It's something but the mini is a is a really interesting device and didn't find it interesting that when you cut between. So you have the iphone twelve, you have the iphone twelve many and those are six, ninety, nine, hundred, ninety, nine. Then you have the iphone twelve pro and the iphone twelve pro Max and those there's one hundred dollars like nine, ninety nine. and. Ten, ninety nine. But what's interesting is there's three hundred dollar Delta between the two and it's not the five G. stuff. Basically, it's the screen and the camera, and so for the vast basically apple has told you is that our mainstream product is basically this many like just by the mini and we're going to be happy and you know who super happy about that Taiwan semiconductor. Because they're going to be making all of those chips this fourteen bionic they have just loaded up the other people who are the other one who's really happy about this sort of applauding in the background is Jensen Wong, this of invidia because he's looking at a forty billion dollar bet on arm chips and apple is the biggest producer of arm chips in the world. So you gotta figure he's backstage just like whooping it up because this is millions of new arm chips that are going to into those phones. Last thing, and then we'll move on. You know what we did not see yesterday from apple a foldable phoned Not, that I thought they were gonNA come out with a foldable phone I'd. I'm just I'm I've never really seen it with with what Samsung is trying to do there. But you know who knows what the new generation though would've definitely would have made Tim Cook's new generation comment valid. Absolutely.
Huang's Law, the New Moore's Law?
"It got all lost in the scramble of other news but remember invidia bought arm and that's a pretty big deal. So to pieces about that, I let me introduce you to. Some, people see as the new Moore's law and it might explain why Invidia is doing what it's doing quoting Chris Mims in the Wall Street Journal who I believe has actually coined the term quote as chipmakers have reached the limits of atomic scale circuitry and the physics of electrons Moore's law has slowed and some say it's over but a different law potentially, no less consequential computing's next half century has arisen. I call it wings law after INVIDIA Chief Executive and Co founder Jensen Wang it describes how the silicon chips that power artificial intelligence more than double in performance. Every two years while the increase can be attributed to both hardware and software it. Steady progress makes it a unique enabler of everything from autonomous cars, trucks, and ships to the face voice and recognition in our personal gadgets between November twenty twelve and may performance of nvidia chips increased three hundred and seventeen times for an important class of a calculation says Bill Daley chief scientists and Senior Vice President of research at Nvidia on average in other words, the performance of these chips more than doubled every year a rate of progress that makes Moore's law pale in comparison and quote. And then also from the Journal, a portrait of Jensen Wang and his founding and stewardship of Invidia as the company has. Just exploded in all sorts of ways. In videos market value has soared to three hundred and nineteen point, eight billion dollars surpassing Intel's valuation of two hundred and fourteen point five, billion dollars even though INVIDIA had ten point nine, two, billion in annual sales in its latest fiscal year compared with seventy one, point nine, seven, billion for Intel. Videos bet on some of the hottest fields, INTECH video gaming and artificial intelligence have fueled investor enthusiasm. While Intel has stumbled with some of its most advanced chips, it's all a long way from nineteen ninety-three when Mr Huang. Dreamed up in video on his thirtieth birthday at a Denny's in San Jose California with two like minded engineers they bet on a future where consumers demanded better computer graphics, which would require specialized high performance hardware that wasn't available at the time and
Nvidia to buy UK's Arm, sparking fears of chip dominance
"Talk shortly about invidia buying chip company armed from. Softbank. The deal is worth forty billion and video said it will make it the quote Premier Computing Company for the age of Ai Invidia is best known for supplying ships at rendered images, video games, but it's so much more than Invidia has become sort of the power player in in this. Area and I know you're not a chip expert but this is the this is a critical company for a this this sermon, I wanna get into the idea of what it means for certain companies sort of owning a space and you just recently testified about single companies or or a small group of companies owning spaces, and how dangerous that is why it's It like this was a bit of an a for sale because bank has pledged to raising forty or fifty billion dollars in my understanding is they're they're not gonNA make a ton of money I think about bought this company that bought on for about thirty. Thirty or thirty, two billion just about three years ago, and they're getting a mix of stock and cash. What we interesting is it now I I've invidia. The, most impressive company I just don't know about its now got a larger market capitalization than Intel when I was in business school was considered kind of the most innovative giant company in the world. They've been blown by, and then what happens does apple still WANNA do business within video when they buy a competitor to their? To. Their chip designs so the chip bores looks like it's about to get more interesting and just. Greed. Company gets sold for forty. Billion although. That's a bit of a headline number. It was it includes performance in all sorts of other stuff that does about one point going timeout thirty times revenues, and then Invidia with A. It's got a three hundred billion on market cap with twelve billion in revenues I mean this stuff is just it as obviously very strategic that that literally exhaust might total knowledge of the chip-making space. Do you have any thoughts on this deal? Well, I think I think people don't realize Jensen Wong who's the CEO? Has had it sort of as quiet? Person WHO's super I tried to get him to come to co last year and removes like Oh chips the but I think it's really important to understand how powerful this company has become an how innovative it's bad. You know arm holdings was a designer of chips for mobile phones Softbank had struggled in this area Softbank was sort of into everything but bought it for thirty one, billion dollars a couple of years ago. So you know it needed money because of all the other problems it's having, and this is an opportunity for invidia but it's gone. It's gone well beyond mobile for. and it's it's in graphics. It's a it's been moving into self driving vehicles as an area that it's that it's moved into and so it's just it. Just it just says that you know it's going to buy up everything and like you were talking about all these opportunities that were that are a lot of the focus here is going to be on Softbank because it's been involved in so many deals that have sort of blown up whether it be. You. Know this this the overvaluation, we worker or other issues. It's been the the collapse of the Vision Fund and things like that. So a lot of people like to focus on Softbank because it's an interesting sort of ongoing traffic accident but really invidia is has quietly been. You know becoming the go-to Chip Company not just with graphics in games and things like that but artificial. self-driving another area it's moving into I. Think it's it's going to grow Internet of things and stuff like that and Softbank was just not able to do anything about it, and so I think you have to focus on invidia being on this sort of tear beyond where they started and I think people don't realize. It's one of these companies that you don't pay attention to very much like I'm blanking the other. There's another trip company that just is doing incredibly well, it's run by Lisa. Su That it's just there's there's all these companies that are holding incredibly powerful positions amd also on a tear that are very important to the future and so that you're right there's going to be a real focus on where the chip business is going.
Nvidia Is Buying Arm Holdings From SoftBank in the Largest Ever Chip Deal
"Invidia is buying fellow chip maker. Arm Holdings. From Softbank, this is a cash and stock deal worth forty billion dollars and I am assuming invidia got a decent price because shares of video are up seven percent on this news. Yeah shares of NVIDIA are up although the Softbank. Eighty hours as well. Softbank perhaps needs the money after who you know the recent missteps in some of its investments longer story is still very positive, one but given what may have been occurring with some their options plays a we we don't really know but it seemed to have. Perhaps affected the market. Perhaps Softbank lost the money on that but this was a property that they could get You get their money back on a little bit more than their money I think they bought it for. Thirty, one, billion I want to say something like that about four years ago. Probably invested some money into it along the way I'm sure they did So you know getting forty billion today is something they seem to. Need or at the very least want but the market is treating their eighty are here in the US positively.
Nvidia is acquiring Arm for $40 billion
"Invidia this morning confirmed that intend to by chip design giant arm Holden's for a total of up to forty billion dollars mixing. Softbank which bought the company for thirty, two, billion in two, thousand, sixteen the Boards of all three parties have approved the outline of the deal. This has been a longtime coming in. If you care about chips, it's a big day. If you don't care about chips, it's still a big day because this deal really really matters
NVIDIA's Shield TV gets a huge update five years after launch
"As everyone knows here, we are an android news covering the latest and greatest android and everyone knows that I'm a big fan of the Nvidia Shield and the other day we were watching TV Anna turned on my Nvidia Shield and said and update is ready to install a two am and I said Ooh install now and then we had to wait ten minutes before we could watch. TV. So Jason, it even happens when you're watching TV but. Invidia Shield got an update. In fact, it's the twenty fifth software update over five years for envision she'll. Video she'll TV first launched may twenty fifteen, which is crazy that has been around for five years But so this twenty-fifth author update is a reason to celebrate because it includes some very features upgraded four K. upscaling system. The now works with three hundred and sixty P and fourteen forty. P in addition to the previously supported seven twenty P and ten eighty p. I like the support for three sixty P because I'm too. Yeah. Let's let's go down. Let's go down sizes. The PRO model supports upscaling for sixty frames per second content, which is great for sports if you're a sports enthusiast. And major update to the remote control interface. The customer button can now be programmed for double and long press actions so Much like the way you interact with the android with with double taps long presses, you can use the remote to specific area and hold the button to get a different set of actions based on the long press and you could actually. Program those to do whatever you might want them to do, which is great. And it had a few other updates for home theater applications. You know it it it. Support for HBO Max and a lot of their partners and things like that. But Hey, five years on product life cycle invidia still sending out updates. It's a gem in the video hardware offering. It's completely may you know it's complete change our home theater experience now, there's a remote control that's easy to use. My wife uses it the put shows on for the kids I love the Nvidia Shield I love they keep updating and so It's great. She'll TV go get it. They are not as Bouncer I, just like the product. So it's the I. Think I think again, we've mentioned it on episodes past this device was the family of devices would end up in our android hall of fame. If ever, we were to make that a real thing other than words that we say every once in a while on the show who knows maybe we'll actually create something like like an experience that you can actually go to and walk through and like Oh remember that. Yeah that's great. anyways. That's that's like a few years down the road and we all know why I think that anytime I see the she'll TV has another update like I. Find Myself inclined to add it into the rundown not necessarily because of the features because the features are great in and of themselves but just because I want. I'm sure you guys would agree I want to encourage anyone that's still supporting their hardware hardware five years later to keep doing it so I feel like if we keep like. Making a big deal of it. When they do it, then donald encourage them to do more, and then maybe that ends up being example for other hardware manufacturers to kind of do the same kind of like how far can you go? Where do we think? In is going to stop with this like what? What is the we're not gonna do that anymore update. Do you think we're nearing that or are they just going to keep going? Why would they? Why would they stop though people? If they just released the the released new upgraded updated hardware that's I got the Invidia Shield TV pro little set top box, one those came out earlier. This year right it wasn't last year this year I time it might have been late last year. I forget late last late last year it was like October November. So they just came out with new hardware people are still buying the product is going for five years android in Android TV keeps developing and and clearly some sort of priority for Google. So why stop updating the invidia might be one of the best examples of how to support your hardware. Yeah I really agree with you on that run one of the best examples of how to support your hardware it. This is akin to I WANNA say Apple Support of older iphones. Like because this is unprecedented in our android worlds and just lately we were like Yay Samsung is committed to three years for phones. But like look at Nvidia, they just keep pumping it out and you know I think it's because they realized. It was a cult favourite there. One of those really good. Manufacturers when those companies such a cachet in the gaming world that I think when they see that they have kind of. Fans, service one of their devices that they're going to support it because. You want fans fan sell things. In I'm. Jealous I'm jealous. I'm still here with my box. Okay. No shape jammie but is still working. You're having problems with them. Aren't you? We don't sit in that room anymore because there's white couches and I have a newborn baby. So I but I'll tell you every time we turn on that set top box. Like fifteen minutes twenty minutes of updates before we can watch anything. So we have to plan it can't. It's Power it up before you power. Sure that get those things out of the way. So it's there and working. That's no good The Shield definitely handles that differently, some folks in the chat are pointing out, and this is true that a lot of the updates in this new software update don't necessarily apply to the older version like the the upscaling I think is more isolated to the newer models, but there are some features and I think the point is that there they haven't forgotten it entirely right? Like there is a feature that's included here that says the older models. Now have an option to always match the frame rate of content in that's being displayed in a home theater setup. You know it's I'm sure that's a feature that certain people would might be really wanted to see but at least it shows that they're they're paying attention to it still and that they're supporting it. To some capacity and I I also wonder if their security updates are kind of included in here, I didn't necessarily see them call it out in there but I would like to think that if they're doing these software updates, they're also kind of paying attention to and platform security updates to keep it secure, and if that's the case, then that's that's great as well because that is applying to the older hardware no matter what they're paying attention and that's more than a lot of manufacturers are.
CS:GOs Latest Patch is a Disaster
"Properly. Understand what trusted mode is why is causing problems I spoke with Gamer. Who has a background in cybersecurity and run something called the over watched police department, which is a discord server where you can report cheaters different F ps, games, and he'll do his best to get them banned. We've spoken to him a bunch in the past for cheating centric. Don't me episodes? So I think what they're trying to stop a lot of the pace thing that's going on in Seacot cs go is actually like if if? If you wanted to create sheets and you also want to cheat developers. Hey I. I WANNA create sheets, learn how did it? They will tell you do then see us go because enciso. It's extra really easy to create sheets. There's a lot of tools out there. Basically, he says, what trusted mode is trying to do is also its biggest problem namely stomping third party software from communicating with. CS Go. So if you've lovie asked discord or. Or invidia freestyle graphics filters open while trying to run CS go. You'll be met with a message that tells you close any third party software into relaunched es go entrusted mode. You literally can't run the game with something as simple as spotify open in the background. Here's a quote from the longer blog post dedicated to trust it mode quo. Some applications interact with CISCO BY INJECTING DIRECTLY INTO THE GAME process. This method is used by common. Common applications as well as cheats. We can vastly improve prevention by restricting injections altogether as opposed to determining whether an injection is a cheat or not, and Gamer doc says, the valve is essentially saying that because hackers are hiding cheating software within normal in usually safe third party software bounce, just GONNA ban everything from trying to connect to see us go. It's not an issue because the reason why it's blocked, it's because cheaters are. Really using these fumble softwares. Like they have some vulnerable locations in the software. So S, for instance, you're able to hook onto BS. driver. Or whatever, and be able to cheat through ob s, or you could cheat true nvidia stuff or you could true cheat through discords overlay. That's the reason why they're blocking and it's because it's not the fault of the Anti Sheet team. It's the fault of the company not removing these horrible things. Now, trusted mouth doesn't specifically tell you what third party software is potentially raising red flags. So unless you're literally only running CS, go have fun trying to figure out what applications you need to close. Game Reduc described trusted mode as glorified PR move in response to Van Guard, which is. Is Right Games as intrusive anti cheat system that they rolled out with the release? Of Valerie. He said that vanguard operates at the colonel level of your computer's architecture, which basically means it's a level of your computer software that the General Gamer. Rarely if ever has to deal with in according to Gamer Doc, it's here at the kernel level where you'll find the most sophisticated in hardest spot cheating software, and again according to him, Cisco's trusted mode doesn't. Doesn't work on this level at all instead operating a more surface level basis, which he's told us in the past does almost nothing to stop hacking or cheating software from getting into your computer and listen these days. Intrusive. Anti Cheat Systems are out there face. It has one vanguard one, it's not like vow doesn't know they have to go deeper nick repeaters architecture to actually stop cheating, which is why Gamer Docs speculates that trusted mode is more of. Of a glorified PR moved than actually a piece of software that's going to keep people safe. The best solution like in any like oganization like that's has an anti cheat think colonel is like the best solution to combat the Cheetah's at least from my perspective like seen Van. Gart completely annihilate every single copy paster on just like private sheets, even like as you can see like the to private to pro players who got bonds for cheating. And all dot could have stuff like they are really aggressive with their anti cheat and it's really working. He also told me that within an hour of trusted mode going live hackers had found a way around it. He even sent me screen shots and links to forums, hackers, and cheaters were openly talking about how simple the system was to hack. So yeah, trusted mode hasn't seemed to stop people. People from cheating and it just seems to have made things worse for people who just WanNa play competitive on top of the third party software issue players have complained about frame rate drops when doing something as simple as moving your mouse across the screen and according to both valve and Gamer Doc. This is a side effect of trusted mode in the Anti Third Party software stance that valve. Valve is taking, but it's also a problem that they're actively looking to fix quote. Sometimes, applications attempt to inject during low level windows, mouse events, which results in noticeable performance degradation. When the most moved, we're testing a mechanism that has virtually zero overhead, even the most zealous injecting software. Once this new approach ships players should no longer notice a performance impact from running entrusted mode even when moving. Moving the mouse and quote after the go community complained that this thing was a China pain in the ass vowed pushed out to new patches, the latest of which went live on July twenty third in it. They talk about fixing performance issues related to trusted mode, and they provided a temporary fix to allow third party software to communicate with. See US go cope a new compatibility launch option. OPTION DASH allow third party software is provided to allow third party software to access the CS. Go game process. So basically if you punch that line of code into your steam preferences prior to launching see go apparently third party software now works with the game, but my question is doesn't this defeat. The whole point of hackers are using third party software to cheat and see us go why. Why would you let people turn off the option that apparently stops that now, valve has given players the option to completely turn off trusted mode and play in the old version of CS go. But there's a catch quote if you would like to play while using third party software that interacts go launch with the DASH untrusted launch option note that in this case, your trust score may be. Be Negatively affected and quote that last sentence stands out to me, your trust score may be negatively affected. Remember Trust score is one of the ways vow figures out who to Q. Within matchmaking. So if you play trust turned off, that score could be negatively impacted even if you've done nothing wrong. Okay. But where does all of this leave us? Well, the good news is that valve is. is working on fixes, which they noted in their July twenty third patch note blog post, and while this definitely won't fix ups goes cheating. Problem Gamer doc does think that this trusted mode is a part of valves larger long-term plan to fight back against it. I think personally becomes just a marketing thing. It was just calmed out some of the players because of the huge influx of cheaters. And this influx of change that's not going to stop belief aimed to increase an increase unless something major happens.
8\7 hoho - burst 3
"Fifteen years at changed workflows. The World Happy Birthday get. Here the notable releases this week. Firefox seventy five is out with a cleaner and more focused search interface. Invidia long-lived Lennox driver for forty dot eighty two is out now with support for Colonel Five dot six. Fully, eight two dot zero is out with a redesigned interface with a focus on smaller screens. Tails for five is out now. It's secure boot support. And Free RTP two zero is out a little later than originally planned. This has been another episode of Full Circle. Weekly News find the site at Full Circle Magazine. Dot Org and for more news and ramblings find me at Lille Chavis on twitter or Leo Chavez Dot Org.
Huawei CFO Meng Wanzhou loses key court battle as British Columbia judge rules extradition bid should proceed
"Google spokesperson said. We have always built privacy features into our products and permitted robust controls for location data with a four to setting the record straight in a blog. Post Invidia G. Force now vice. President Phil is lower announced that the company's Cloud Gaming Service will only feature games from developers and publishers who have opted into service game developers and publishers who have not opted in will be removed after may thirty first previously include titles on g force now without express permission of publishers resulting in sudden removal of titles from publishers like activision. Blizzard and Bethesda British Columbia Supreme Court ruled hallway. Cfo Wings
Equity shot: What's going on with Tesla's stock price?
"An equity shot is when something happens that we get really really excited about and then we realized which taken off of slack and put it on to the podcast. Today we're going back to the very beginning of the show. We're talking about Tesla which she asks. I know it's not a private company. But if you go back episode one of equity. We're talking about Tesla reason too much of money because fascinating firm. I Have Danny Crichton with me. Danny how are you? I'm doing good although I think we should call it an equity shot. It's more like an equity joint because I am so high on this high stock price. The I did not see that joke coming. But I'll take it. You'll unless of course famously. Smokey joint on some podcast. I forget what it was called. But we're here today because Tesla share price is up yet again looking like it's going to close at an all time record. High currently above nine twentieth share up over seven percent amd we're going to go through the kind of bullish take care the bearish take care. What's going on and I'll talk a little bit about the fundamentals behind the company and how they've really honestly improved so any rate time ready as we said before the show if you go back in time to roughly. I think it was last June. You could buy Tesla for about one hundred. Eighty five dollars shares magically masterfully. They're up to nearly a thousand dollars a share and you know when you think about Tesla and its financial improvements over the last couple years. It's had some but certainly not to the extent of rescinded share price. Changing my impression is that there's enthusiasm going on here. That may not be tied to fundamentals with autism. It's all multiple expansion here so I think people are getting really excited about the potential electric cars. Certainly not as in the United States but around the world to for instance I think Singapore just last week said that they wanted to be the first country to only have electric vehicles. Mean like the next decade or two right. So there's these huge initiatives around electric cars and then you've got batteries. You've got a lot of the supply. Didn't stuff that that Tesla's in and then you have just the general called marketing stick. I mean I think we we used to follow invidia. Quite a bit early is to focus on. Invidia quit a bit and retail shares stocks called a Robin Hood share right. Everyone who has a Robin Hood account is like following video news day to day and I think that that's been replaced by Tesla Tesla for sure. Amd will also hot for a long time back. In the CRYPTO currency boom. There's been a lot of companies that are kind of come and gone but I think Tesla's probably the kind of the granddaddy of them all from that perspective but more data about the trading world. This isn't actually Tesla's all time intraday high it. My research holds up that was actually back in February fourth when Tesla had an insane range of eight hundred and thirty three dollars a share to nine hundred sixty eight I think kind of sets the stage for understanding Tesla's price movements which is at their wild and they seem to be based on competing warring religious cults people that are obsessed with Tesla and the future of battery tech and electric cars and getting off a fossil fuels and you know loving Elon. Musk and then people who care more about fundamentals even as Tesla's windmills have honestly improved over the last eighteen months quite a lot. You know absolutely and I. It's crazy is if you look at it. Post Two thousand thirteen from twenty thirteen to twenty nineteen that the stock was essentially flat. I mean they're gonNA has ups and downs and typical gyrations but it was sort of a a wait-and-see stock I mean what's grits. Nuts is just in the last couple of months like four months. It's gone from a low of just below two hundred dollars a share to now we're looking at it as a recording it at two. I'm sorry nine twenty eight and so I mean we're looking at a four X. in three month return profile. I mean look we talk about South Thank Vision Fund on equity all the time but this this is sort of what they were looking for right. It's like literally it's not even a private company. It's a public company. Just bought again with Robin Hood. I don't think you can actually open a Robin Hood Account. Though the hundred billion in cash that would play break. Something in the Robin Hood Landscape but just put this in perspective. Everybody of what we're kind of thinking about. We pulled up. Tesla's financials and so we're going to bore you with a couple of numbers and then we're GonNa talk about what can driving hand today's movement but the reason why this price movement feels so fantastic and so fascinating to watch is because even though Tesla has improved. It's it's profitability. It's cash position it's cash flow. It hasn't grown that much. And if you go back in time looking at the year ending. December twenty eighteen Tesla had total revenues of twenty one. Point five billion give or take and if you look at this last year it was twenty four point six so some growth to be clear but certainly not a lot and in q four q four. Eighteen Tesla had seven point two million in revenue and Q. Four of nineteen seven point four so just Mata Games of growth and improve profitability. Is the difference here so it could be a mixed shift in what they're selling. It could be optimism about the battery market. And there's a lot of possibilities driving this boom. I Tesla but I'm curious Danny. What is your favorite of the various hypotheses that are bouncing around? I think it's a huge expectation around future product lines right so if you look at the units delivered by Tesla over the last two years being Tesla really has expanded writer was just a couple of years. Ago Is under twenty five thousand units a quarter in Q. Four twenty nine thousand dollars. According to Teesta it was well over one hundred thousand one hundred. Fifteen thousand units were delivered quarter. So it has. It has sold more cars. You know four or five act so that that's part of the number here but I think you start to look at like cyber truck which is entering a much more higher margin part of the vehicle market in the mid to large size semi trucks. And the I think the challenges is like. There's there's this gap of like you know. Yes there were one hundred thousand or have cyber trucks were supposedly preordered Alex nor is a fifty eight billion based on how many tweets stupidity excitement. Yes yes but you know the challenges that those were not full deposits right like there are no cars to be sold and they're not going to be cars to be sold for a long period of time and so. I think there's just this huge which we saw the same thing with Softbank. Which is there's this huge prediction of like well look assuming everything goes right over the next four to five years then we will buy into the valuation as if everything was being sold in two thousand twenty three. Unfortunately there's so much risk coming up. I mean it was crazy to me. Is we talking about apple and Amazon? A bunch of others AIRBNB who've been suffering from chronic virus but tesla's a huge Chinese market. I mean we were talking about the Shanghai gigafactory or gigafactory for their new battery which just launched what two three months ago and is now sort of been hit? Hard by by the virus. What what other issues art is Tesla? GonNa come up within the next couple of years that that to me is a huge open question. Well the operating points pretty good if you look back. Tesla's latest earnings investor presentation for example You go to page eighteen following along at home. They show have a rolling twelve month delivery number and in Q. Four trailing twelve months of deliveries reached over three hundred fifty thousand for Unit. So they have always a hit material scale global scale. And so when you bring up these new models to me. They've actually proven their ability to do that. And at increase scale and all that a similar level of quality which means that they can watch model. Why cyber truck that really fast roadster that they showed for four minutes and never did anything with put that out please? I want to go bankrupt. So tell me one she please does. I want to stay married. That's more I hear. The roadster does super well New England winters. Yeah it's designed actually for Rhode Island's a narrow cobbled streets and I think the cyber trucks tank like atmosphere is what you're looking for for Rhode Island. Well especially the kids. I'll need those unbreakable windows. Okay but going back to today and what's driving this one day shift and Tesla's stock price drove us. Mad is looking at what's going on. There was a new analyst. Note coming out. Invesco strategist Tim. Horace Bra talked a lot. About how the Fed's decision learned. The quantity was helping drive momentum stocks of which is of course one. Alex Potter an analyst with the Piper Sandler raised his price target for Tesla to above nine hundred bucks a share. A little late given that already is but hey you know better late than having a one hundred ninety nine target which is what seen in business and then of course. There's also some rumors going around that In China to tinkering with a new kind of cobalt free battery which is supposed to be important. Even though I will admit I was a chemistry. So a couple of things confluence that I've picked up Enthusiasm momentum and this is the best for the Washington this is like the old bitcoin. We seventeen when bitcoin was hot. And you can watch it every day and it was fun. That's Tesla's stock today. I don't know what that means for the company but I'm having a hell of a time just watching this stuff happened absolutely and I think I think another statistic I would use on this front. Which would take into account allow this news which is the percentage of Tesla's shares held by institutions? Actually pretty low. I it's fifty five percent. Suit is a COP apple obviously pretty well known company at sixty three percent right and in many cases those institutions held for a long time so Tesla's largest shareholder baillie Gifford. We interviewed a Charles Plowden. Who HEADS UP THE PRIVATE MARKETS? Investing at Baillie Gifford for extra credit last year and they've been the company for more than a decade of our call and part of what I think the magic is for Tesla is you have this base of very long-term acid holders who believe in the company and have been holding a long period of time. And then you have this controversy in the retail market of people. Saying we'll do. Do I see two thousand going even higher right? And so the the debate between long and short ends up driving so much attention to the shares. That it's the dinner party stock conversation that you're hearing on. God's a bit of a carnival atmosphere to it you know Elon. Musk And grinds Elon. Musk and Joe Rogan Elon. Musk and this and that I mean he's become a celebrity in such a way that it's rare to see and the ruggedly buttoned up world of business. I mean I mean not to bring up. We were just you know owners Lee. Belykh Adam Newman had a touch of the celebrity to him in the semi that you must does. Though a fraction of what you Llaneras and normally we see people when they become wealthy and powerful retreat into their shells but like the Google founders. And how they kind of step back from the public light incrementally and now entirely from their company. Ilan doesn't give it you know dealing with throw. A rocket is truck and shutters. Window will just do it again. I mean talk a bow different. And that's that's the that's entertainment on a more serious note before we go to any One other thing we didn't touch on that could be driving enthusiasm. Sentiment and share price. Surges is Tesla's solar panel stuff. And I say stop because I'm reading today. That the solar roof that they brought out years ago and never really. Kinda put on the market is ramping up. And so we're seeing Tesla differentiate not in the automotive space but also outside of that in the in the ultrasound generation and storage space which some people believe could be a huge growth opportunity for the company. And I don't know how you feel about Ciller but I think that's probably true I think is probably the economics have gotten a better for solar and I again. I I think the magic of the share today is do you believe in each of the expansion opportunities for each of these different business lines and I think I think when you let me give you a comparison. Bordier a Canadian company who used to make snow. Mobiles expanded into planes trains jets and all kinds of other categories over the last couple years just this morning announced it was selling off its trained business to Allston French large Train manufacturer and really it was a story. overexpansion right. Here's a company that sort of got out of what it knew what to do. It got into jets trains and get it all these different spaces and so the question is do you believe in the musk magid. I mean that's sort of the bet that everyone has to believe in which is look. It's not just going from model to model three. It's not just going to cyber track. Meets still car at the end of day. Now you're getting into solar panels. Now you're getting into battery construction for not just homes but also at like a nation state scale kind of battery technology and I all. These are just technical. Risk that up like every single one of these is a completely new product. So I think you know. That's the bet that everyone has to make and that's why it's so exciting. Yeah Yeah Yeah. I totally agree with that but the all throughout there is that incomes tesla. It feels less of a musk better than it used to be. Because the company no longer bleeds so much cash at once. You stop bleeding. Cash and can begin to generate material consistent operating cash flow and free cash flow and more strict metric. You're willing Rome destiny and you have more space to make mistakes before it. Always only Tesla was on a tightrope if they missed this launch. That factory blew up. That tech. Didn't sell whatever that was. GonNa be the end of the company. They made a series of all. In bets of your poker player. Was My impression watching the company for years now with trailing operating cash flow positively and free casual Timothy. The company's kind of okay generated over the last four quarters over a billion dollars in free cash flow and just I believe did a placement of shares for a couple of billion at very high share price which is super smart. You know getting anymore taught so you know the first thing that we learned on this show was Jason Lincoln telling us that Elon. Musk is better at raising money than anyone else in the history of the world. He's that he's able to go out there and get cash and here again. He's doing it twice once running the company last and two from the share price surge. So Tesla is in the best shape it's ever been. I don't know if it's worth nine hundred twenty dollars. But the days of four twentieth funding secured certainly are behind us. And Danny. I'll give you the last word. I think the thing to pay attention to again as I think mosques the magic here but it goes beyond that I I do think marketing if you look at GM Ford you know. The large automobile manufacturers a huge part of their cost structure is marketing right. Like the amount of money you see it when you watch The Super Bowl. You'll see this when you watch different kinds of sports games. There's massive marketing budgets to push cars off the dealership at Tesla. Has this magic with a person who basically gets free advertising every single day on the business pages on the front cover of magazines or seeing must. You're seeing Tesla. All that is free business and so again you have cool cars. You have great marketing. You're not paying for any of it. You have free cash flow. It's clearly a more stable coming in. There was a couple of years ago. And there's this huge kind of expansion opportunities on the horizon coming up. You know that all up together I understand the lungs. I also understand the shorts but I guess we'll sort of see where it all comes together in the next couple weeks. Yeah and by the good call on the importance of free marketing. For Tesla as we're sitting here squeezing an extra equity episode just fine on Tesla because we found so entertaining so it's not nefarious per se is just if you care about financial markets and companies and growth. You can't not be watching
Samsung's Galaxy S20 lineup packs better cameras, battery life and built-in 5G
"Samsung's doesn't have a monopoly of five G.. Radio's no finds out. They're going to have a flagship the they just put out that. I watched the video. You Know Marcus Brownlee has is the TAB use I like. His videos did a review of that the ultra version so cool ridiculous eighteen hundred dollars. But my God's mad that's under an eight megapixel cameras now. He's nutty. What does that even read a hundred times? Obstacles to 'em writes in and says with the announcement that Microsoft Samsung are quote just beginning their partner their gaming partnership. Where do you think we could end up in the next few years X.? Cloud being installed on every new Samsung phone in TV would would be a huge moves for excessive millions of new potential customers according to the Tister Status Santa Statistics hitter. I've never heard of that The same thing held almost nineteen percent global market share in the smartphone market in q four. That's impressive when you consider how fragmented the ANDROID world is. There's so many there's so many options but yeah I mean I have a galaxy S. ten and I feel like I'm presuming. Samsung is the biggest player in Agile. Yeah that's that that would be my assumption check on that I mean. Maybe it's maybe it's wall way or something you know the US in the US. At least I would Samsung's gotta be that'd be my assumption but maybe there are like there might be some other being fracture and you're wrong because he was like look into it for us like cheaper prices or something and according attack. Samsung is the largest manufacturer with over twenty percent of the market this xbox in the hands of more potential players than playstation now access on Sony smartphones phones and televisions could is this the beginning of strategic mismatch for playstation. What other elements of this partnership? Do you think are possible. And do we think that this is a move for for Microsoft a hedge against stadia integration into into Google Pixel devices and Android more broadly. Thanks and have a great Wednesday. I mean I think it would. It would be to Samsung's advantage advantage to say. Hey and Samsung. Phones are the only place to GATT Microsoft cloud or at least the premium version of the experience. Yes if you have. I'm an xbox game. I'm an iphone Guy and I'm an xbox consoles. I slightly prefer the xbox and if Samsung would just say hey. We're the only company with the only phone that you can get premium excellent experience. I mean I wouldn't. I wouldn't do it. I would never have an android phone but I I would. I would like maybe I'll be at least on the fence about it. That would be. I think the idea of every Samsung device coming preinstalled with xbox thanks cloud right. I think that'd be a huge win and even in a month question here. He's referencing competition against playstation playstation. Now I think they're like as far as competition in this base base. I think playstation now is barely a factor. I think could be a factor in the future if he's not continue continues to improve and continues to android phone manufacturers Samsung the way behind why behind arms made their names. I don't know Xiaomi all PO and companies did you really think about because it because this is outside of the. US can you do it just by the US. Wild Wide World Wide Ham logic. I've never even heard of L. G.. Motorola Rollo Sony's down there. I mean Samsung is like far too. Why that same forty three point six percent of the android space and that does make sense it would be like ninety percent of the once you factor in the IPHONE? iphones a good chunk of them. Okay yeah totally. Three percent of the android market equals like ninety percent of the phone market overall role. Right yeah and so with that idea in mind just running away with it makes complete sense. What this partnership is out here? Did for exclusively though because even yeah like even though Samsung is the number one player ninety percent of the overall market is not enough. Right you want to be an old. Of course yeah. I don't think like I don't think this article Michael Mentions exclusivity anywhere I didn't I didn't get a hint of any anything pointing toward the idea that they're going to be exclusive but the idea that they could have a deal where you are getting Samsung devices like Samsung. TV's amount at Biltrite as the TV. That's yeah that's compelling right there and they they won't be exclusive but they can say this is with us. If you have a Samsung device this will offer the best experience. Yeah I think that I think that messaging for them go a long way and I think that is what makes this partnership make complete sense But yeah as far as like them communing with. Let's see. Is this beginning. Is this the beginning of strategic mismatch for playstation. I think it's already been kind of a strategic mismatch when the GECKO playstation. Now didn't necessarily have. What does that mean a strategic mismatch for playstation? I think I think we aim on is getting at. Is the idea that this would but then when you look at the numbers compared to say Sony phones and Sony. TV's like Samsung Wars. Those numbers is I think. That's why am I getting that but I think that's uh I think that's a problem. Because he is the thing so stadia has a natural partner with android and more specifically Pixel Pixel phones right. Yes you understand why. That's all kind of under one roof. Yeah Microsoft doesn't have any presence in the phone mark any anymore anymore. They tried and they failed now. They're just out said where we will support android now. So it makes sense for them to Partner with the number one player in the Android Loyd market Sony has a natural partner in its consumer electronics division. But like they but that's small time. Yeah that's who has a Sony phone. WHO has a Sony? TV Not that many people. Yeah that's the thing they need to. They might need to find Nick's donal partner and that's why I think like this is less than competition with Sony. Lean more in competition with stadia. If anything right like stadium having like Google Google Pixel being a thing not nearly as big of a thing as Samsung with with android right and Google stadia kind of having a certain amount of mindshare with the streaming space. I think that's where the competition is at. Even though it seems things warm more by the day stadium kind of eating their lunch right. They're kind of tripping over their own their own feet with each passing passing kind of decision in new story. We see about stadia not working or making bad decisions or doing. Ama's that don't tend to work out well for them like project. X Cloud seems to be doing all the right things. And you know there's even another news story coming up about another streaming beaming service that you know there this this space currently is kind of messy and it's kind of fun to watch because we're seeing people kinda climb over each other and try try to become at that number one spot Whether it is in like mindshare or like even in the partnerships and actually getting the absolute on whatever devices you have whether you like it or not so far. It seems like X. Cloud and I'd say probably INVIDIA G. Force are kind of Invidia G. for surprisingly are kind of like the two front runners for what services are going to end up successful in this thing but even then like I could see I could see a feature where like nobody. Nobody comes out on top because this str- streetlight video game streaming is still hasn't become as many thing yet. You know what I mean. You know. It's it's going to be enough. Another iteration of the platform was you know. There's no one clear I mean. Seventy is kind of a clear winner right now but Mike still really in the game. Nintendo's obviously a very Bigger deal than the newsletter three-horse three very healthy horses in that in that race. Maybe maybe Sony need to give Tim Cook a call. Do an exclusive collusive Team Up. Hey the best way to get the best way to get an exclusive playstation experience playstation streaming is on the iphone really think about it apple and Microsoft all rivals. They can't work together. I don't take Samsung and apple arrivals. They can't work together. Sony Oni and apple though they don't have any particular beef. Maybe they team up for this. I'm not crazy. There are Sony phones right. Yes see they run android. Yes the Sony. Only have a tiny daily advertiser are some of the most beautiful phones. Go from every time I see the new Soni you need the experience I still have. Those new ones are those. The industrial design on Sunday finds gorgeous. Yeah they they have always run like shit. Yeah that's the problem. Suli run shit that being said the latest one that came out which I can't remember the model number now but like that phone Enforce it doesn't work for sprint. Otherwise they'd be the phone I used. It's the prettiest screen of ever seen on a phone gorgeous. Yeah they're still plugging away but not the playoffs does not work with sprint. So that's the point. They they need they need to either. Just put it out there equally for. Everyone say he will support all devices or they need or they need a partner. This thing with monks outta pondering Samsung Apple might be their best bet. I could see it number two jeff. Kelly is it producing e-3 coliseum. This year this comes directly from Jeff keeleys twitter twitter. He tweeted this as I was prepping the show and as he tweeted thing where he types out a note in the note the note screen shot and posted image of it and so I'll read it verbatim. He he writes a statement from Jeff. Keely on E. Three for the past twenty five years I've attended every electronic entertainment expo covering hosting seeing and sharing e-3 has always been a highlight of my year not to mention a defining part of my career. I've I've debated what to say about e three twenty twenty while I I I want to support the developers who will showcase their work. I also need to be open and honest with you. The fans about precisely what to expect from me. I've made the difficult decision to decline to to produce e three. PM for the first time. In twenty five years I will not be participating in e three look forward to supporting the industry and other ways and other of and at other events in the future
Activision Blizzard pulls all its games off Nvidia’s GeForce Now
"Bunch a bunch of gaming news today and we happen to have the host of the instance one of the Premier Blizzard podcasts on the show today so let's talk about activision. Blizzard removing its games from Invidia G.. Force now now that means overwatch and wow because blizzard but also call of duty because activision G. Force now you may recall if you've been listening to the show just officially launched it's game streaming service last week had been Beta for two years and the Blizzard Games are on it just fine for the two years but a week after launch gone video of course says it hopes it can work gotta deal to bring the Games back But it doesn't sound like that is going to happen. Scott what's up with this So there's been a lot of hinting hiring which is a popular dealers sport in the World Blizzard Phantom People acted just sort of pile on blizzard. I've tried to sort of pull away from that a little bit and look at a broader perspective. Here I think I think it's a bummer. especially around during Beta which would normally indicate. Hey if you're playing things on battle net then good chance when this thing goes live and you WanNa be founder member and pay the four ninety nine a month that you'd be able to continue to do it and that just isn't the case at least a weekend at lunch The reason call of duty is not included. This this is just an important piece clarify is. It is also part of the battle net launcher. It's part of their partners tab which is really just activision games Normally if anything thing was on steam in theory you could run it just fine because this thing will run. Steam Games epic games. You play games and lots of stuff in between including standalone games. That don't need any sort of gaming service or store The fact they pull that probably has more to do with what you're going to tell us about next. which is their deal and their connection with Google and may possibly along running a partner? So there's there's a lot of speculation that this might be because activision. Blizzard wants to move all of their battle. Net Games two stadia. Google does have a multi year partnership to bring activision Blizzard E. Sports both overwatch Leogane color duty league do youtube and Google cloud handles activision vision blizzards game hosting and streaming. So there are existing relationships between the two companies. But of course you know these companies are big so just because they have a relationship with one division. Doesn't I mean they automatically have a relationship with another but it's not beyond the realm of possibility that during one of these deals. Somebody's like hey guys you should stock talk to our stadium folks and they get a conversation sation going We don't know anything about that happening. What do you think the chances are that being behind this? Well I mean part of me thinks that that is the reason Because it it just everything's sort of points this idea either that or they're just sort of holding onto their cards until they kind of know what's up. They really don't lose anything if they went ahead. And just stuck with the now service or any other service like DEFOREST now I think the disadvantage to them is. They're not communicating anything and it's not their products that necessarily have to begin. Their game was working during the Beta who've them to be a little more transparent and talk about it just maybe even a post in the forums. Like yeah we know a lot of you're used to this. It's a bit of a holding pattern right now. We promised let you know as soon as we can. Whatever the messages? I wish they would do that. But as far as this being the way I have one other concern and that would be if they're gonNA use stadia as the back end and for how people will stream their games. That's going to require people being able to log into their into virtual sheen or an actual machine on Iraq into into their battle net credentials launch those games from there. And 'cause that's how it works with everything you know this this now service. That's how does it with the other services. You got a log into steam to. Isn't that sort of thing So they're gonNA have to allow for that. As far as I know at least the current roll out. Implementation Stadium does not have that. So will they when they do their bigger roll out in the end of this year. Probably something like it You know we'll we'll blizzard be a part of that. I don't know but none of those things have been made public or have been talked about about it all so my main concern is that that they're actually nowhere near a deal. That means you'll be playing these anytime soon on the cloud. And that's the bummer. Is People are GonNa have to wait to find out what's going on here and typical blizzard. Fashion that could be twenty twenty one before anything really happens.
Mobile World Congress is in crisis
"World Congress in Barcelona as likely to feel very different this year. I told you last week that. LG had decided added to give the phone focused. Show a mess. Duda coronavirus concerns while the show is not cancelled a lot of companies either planned to reduce their presence or remove themselves from the show entirely three reports from N. gadget right up. Dwindling list of attendees Samsung is said by the site to be scaling back rockets plans to attend with many executives canceling their trips. and that seems kind of fluid unnamed sources cited in the peace say Samsung Still considering its options and could change course again. INVIDIA has pulled out. Ericsson has pulled out. Amazon's gone and Gadget says. The company was going to the late February event to push Amazon web services rather than anything consumer facing. But it's still a big blow when mobile a world. Congress has already lost multiple companies. That same report says away and Z.. T. E. R. still attending despite the outbreak having its roots in China although they've told Chinese stopped isolate themselves and pulled in European workers to cover for employees who can't go just ahead of this recording came word that Intel is out of the show venture beat says. The company expressed the same concerns for physical wellbeing of employees that other companies have expressed. It also said it looks forward to participating in Mobile World Congress again in the future as what companies will do instead at least one plans to take it to youtube and gadget had Sony saying in a press release Monday. It won't be going to Barcelona quoting the release as we place the the utmost importance on the safety and well being of our customers partners media and employees we have taken the difficult decision to withdraw from exhibiting and participating at Mobile World Congress Twenty Twenty in Barcelona Spain then said upholding press conference live at the event and gadget says Sony will host one on its official will experience Youtube Channel. Interestingly Intel is also planning some sort of announcement for the week of Mobile World Congress just won't be at Mobile World Congress according to the venture beat until is still expected to make an announcement about products during the event. But it won't don't have people on the ground at the show as companies consider their attendance and gadget says show organizers put in place screening efforts to reduce the chances of corona virus infections for starters gas from China's who bay province have been disinvited. Who Bay is where? The outbreak began. Attendees who bend the China will have to show that they've been there for two weeks prior to the show they'll also have to go through temperature checks and the test that they haven't been in contact with infected people. According to the report sounds fun
How Coronavirus is affecting MWC 2020
"GSA UPDATE ON CORONA virus. That is the subject line of an email that was sent out to registered attendees for Mobile World Congress in Barcelona which is happening in just a few weeks. Hello everybody and welcome to the pocket now. Weekly podcast hosted by yours truly judge of Gara. What's going on everybody all right? So we're GONNA get a little bit more abundant this particular episode because yes we have to talk about the corona virus which has literally affected so many portions of the world and various various different sectors including tech. Now I'm sure that most of you are aware of the different stories that have come out of Baku Rona virus in general but there were some very interesting stories stories that happened within the last week or so in regards to the different people who are going to be exhibiting at Mobile Congress. Obviously you're listening to the pocket. Weekly podcast so you are probably aware of what NWC is it is literally one of the most important shows throughout every single year where mobile technology is given the centerstage pretty much every company that has a hand in the creation of smartphones tablets wearables infrastructure five G. tend to go to Mobile World Congress and many of their big announcements happened in Barcelona. People like myself in high Rivera and many of the people that you know in the tech world go to the show every every single year and it is generally a very good time. Barcelona is a wonderful city With a lot of character and actually mobile world congress as far as the venue is concerned. The fear of our CELONA is one of the coolest venues when it comes to these shows that we go to every year but this year. It's going to be incredibly difference because with the News Corona virus spreading in China and in certain parts around the world. A lot of people have had to make the executive decisions to either attend or opt out of of 'em. WC without naming names. I know a few people who actually opted out of going. And it's going to be a bummer. Not Seeing them in Barcelona as it is basically a tradition for all all of us tech friends to get together at this show and I know a couple of other publications that have actually been giving their people some early notice that if they don't want to go to Barcelona they can actually say so. And of course this all started when the corona virus first sprouted in the WHO Bay province of China particularly the epicenter. Being a place is called Wuhan that is part of mainland China but because of the level of travel that we have in today's society and today's High-tech Society. Let's say there are people both traveling from so many places around the world that not only would people from that province moved to many other places via air travel and whatnot. They're also many visitors. Who might my end up going to? Who Bay province and they are also part of this huge quarantine or huge tracking of people who might be affected by this corona virus us? And as you're going to hear later from the email that I mentioned at the beginning of this episode Whether or not you have actually stepped foot near or in Wuhan Matters. But let's just talk for a little bit about the impact that the GM A has on the mobile industry. Mobile Congress is like I said one of the biggest shows of of the year it is one of what we call the Big Three Ceus. 'EM WC and EPA in Berlin. You're all aware of CAS which just happened about a month ago. And then Eva In Berlin happens usually every September near the end of the year when some final announcements are happening but at the beginning of the year basically in the first quarter. This is when you set the precedent precedent for the rest of the calendar year at 'EM WC by announcing some really big devices in Barcelona back in the day Samsung used to use. WC The as the jump off point for their galaxy S. line they used to go to 'em WC with the new devices but overtime Samsung decided to hold their own shows. Handy events Of course now we call those unpacked. And those are the shows that Samsung uses in order to announce the new devices but pretty much every other company attends Hans Nwc along with thousands upon thousands of other exhibitors to show off their latest updates to just highlight some of the big names. You have everyone from Xiaomi. A two Vivo and honor to Qualcomm Lenovo Motorola sick imagine how everybody felt when. LG One of the most recognizable names and mobile tag decided to pull out and of M W C completely. There's a certain hall in the fear of the venue for Mobile World Congress where all of the phone manufacturers tend to sort of clump together. And it's there that you can walk from qualcomm and just maybe take a two minute stroll over to Samsung and from Samsung you can take a quick stroll over to lg but now that huge huge portion of that hall LG tends to take. It's just going to be empty. It remains to be seen. What would happen with these particular companies booths and spaces basis now that they're not actually going to be there? But of course there are varying degrees to which companies are actually taking themselves out of the show Z.. T. E. announced that they wouldn't be at the show show but what that actually meant was they. Were not going to do a press conference but they would still have a booth and have representation on the show. Floor Ericson would then follow suit as the next company to to leave Mobile World Congress over concerns of the corona virus. Ericsson a name that you might remember from these Sony Ericsson days of those particular. Let's say dump phones as it was before the smartphone. smartphone era is still a major player in telecommunications and probably the biggest blow to GSI may so far when it comes to 'em WC. Andy's exhibitors was invidia video announcing that they would no longer be attending the show. This one's a big one because according to the verge in video was going to host ten sessions and actually have a place called the a innovation center now I have seen Invidia at a number of different shows and they always talk about the power of their cards and processors especially in terms of ai and and videos AI is starting to pop in so many different places even beyond computing and mobile They actually started talking about autonomous driving and getting into the five G. Game but the market detail here is that nvidia was also a major sponsor of the conference in general and they have partnered with the conference to have a bunch of different sessions every single year. But it's probably the biggest headline mainly because video was one of the major sponsors of 'em. WC Twenty twenty on top of everything that they were supposed to be hosting the fact that they okay and three other companies so far at the recording of this episode have pulled out of mobile world. Congress means that all of the topics they have been part of are no longer going to be in the discussion. There's going to be less. Ai There because of invidia less mobile devices because of LG Z.. T. Not having a major presence anymore and of course on the telecommunication side when it comes to Business Ericsson not being their means that they are out of the conversation during the show as well but that doesn't stop the fact that we you're still going to 'EM WC and WC is still going to happen after all there are still so many companies that will indeed be there and they will feel the conversations even if there's going to be a little bit less of a crowded space ticket for what you will but aside from Z.. T. E.. A lot of the major Chinese companies are still planning on attending and they are going to have have not only press conferences but major major updates to many of their products during the Barcelona show.
The Super Bowl is streaming in 4K HDR for the first time
"Actually. There was a big brouhaha mentioned at the top of the hour We talked last week about the fact that you'd be able to watch streaming and one of the best ways he's to watch it would be of course on your four K.. HDR TV and if you had a Roku one of the high end Roku is you'd be able to watch except then all of a sudden two days ago. Oh Roku said we're going to delete all the Fox APPs midnight January thirty first last night right because they're they're carriage retransmission contract ran out the day now it seems to me like It would be a shame. If you're you're fans was not able to watch the the super bowl on the Roku. Whose idea was this? We know I don't know. They made an agreement by the way. If it hit me because this was was how I was going to watch it I have a Roku ultra. I put the Fox sports APP on it at all. Set up signed in my four K.. TV and it's going to be the you know the kind of back in the background TV because we have right. It's going to be the shampoo it is. It's the champagne room you'll be here her. This is the first year that the Super Bowl is going to be shown in four K.. And more importantly hd are high dynamic and maybe even more importantly sixty frames second correct correct. Correct that's more important than the number of pixels on the screen. I agree with you. One hundred percent will will that. Will I get sixty P on on Roku. Yeah absolutely absolutely all right absolutely and at here we are at the last instant they finally signed a deal and boss shock and it'd be on Roku so much we've seen this happened with dish Direct TV where they say. Well sorry you don't get any more. ESPN so this is like a part of the negotiation. Now it and I feel like we are the pawns. Yup dinosaurs are battling get out of their way. 'CAUSE YOU'RE GONNA step on. You feels so abusive of my relationship with my provider Well I want to tell you that Roku okay. Who isn't the only option yeah? TV fire. TV No no now I want to make this very clear. A lot of places. You can get four K.. But not necessarily HD are which apple TV News Yeah Apple TV. No dish satellite. No get four K.. But not HDR HDR how about Comcast Xfinity X.. One supposedly has four K four K. But I don't I have not yet been able to determine whether it's got HDR Dr An xbox one. I don't know Android TV. I don't know I haven't Invidia Shield in fact I know Mike who joins us every week in the chat room to talk out this stuff. Stuff your colleague. He said he's going to compare the INVIDIA shield. which has its own upscaling It's a upscaling with uh-huh I love how they just paint everything with as if I know I know better. It's not. It's obviously when it used to be the word. Quantum used the thing that made everything better. But he's going to compare that to the upscaling. Fox's GonNa do you pre- sending it out that's right ten eighty p. Here's another thing it's being shot at ten. Eighty P and Fox's upscaling into four K now they're using professional upscaling gear. So it's GonNa be very very good but I read somewhere. I read in one of the Couple articles one in Digital trends that I recommend Caleb Dennis and another colleague friend of mine is is in Miami Miami covering the technology that they're using this year for the first time would i. I could have done that. I know me too. I got listeners enters. What anyway he interviewed some of the Fox people who said they're shooting at at ten p sixty frames per second because shooting shooting at four K sixty actually causes more motion artifact and so actually shooting? ADP and upscaling makes makes exit. Look better okay. I'll buy that. Yeah and they're capturing and high high dynamic range and a format called H. L. G. which is format used by BBC or developed by BBC and an H K in Japan for use in live broadcast. And it's actually going to be available in H. L. G. on the Fubo. TV APP is another APP. I WANNA make sure everybody understands. It's a subscription service. You pay fifty five bucks a a month. I think which is a lot but they give you a free week's trial so if you WANNA watch the super bowl on Fubo Kubo. TV sign up. And then you know then cancel but they are gonNA show it in H. L. G.. Everybody else who's showing it in a high dynamic range she's GonNa be converting the H. L. G. TO HDR ten which is a more common format more TV support that than H G most. TV's maters that might be why Wii Apple TV and some of these other boxes aren't doing the HDR. They can't somehow for some for some technically. Because I mean apple. TV does HDR watch arrest whereas all the time correct. That's right so some reason. They can't do the live stream right and I don't know being sent to them. It's being sent in a way that they can coach Dakotas yeah but direct. TV Channel One. Oh five apparently is GONNA do. HDR So if you have direct TV you'll be able to see it that I can go Find out you know. I haven't been doing it and there's lots of adult. There's a lot of articles on it. And there's not any real consistent information and I've been very frustrated by that which is why I've spent a lot of time putting together sort of a list here Before we run out of time I WANNA make sure that everybody knows that there are some TV TV deals now as there always are before super bowl Sunday and you only have one day left but if you're still looking for a TV deal. I got a few for you good because you may they say hey I really wanna see this. That's right The lowest price. Now there's plenty of them TV's that I don't recommend 'cause they're edge LID or they're just not very good The TCL fifty five or six seventeen the six series. TCL is five hundred dollars on Amazon and Walmart. Five fifty five inch sixty five inch for seven seven seven hundred bucks Video P Q sixty five. That's a sixty five thousand bucks a Samsung Sixty five q seventy see for twelve hundred on Amazon. LG Fifty five inch c-9 lead for fifteen hundred bucks. That's that's a hell of a deal the seen as a very good That's that's the one I have. I've I've a twenty seven or six I but it it's it's from two thousand sixteen. That's the fifty.
AMD Outshines Intel at CES 2020
"Think the big news for us us at this week in computer hardware as Amdi is absolutely totally and utterly taking seven nanometer into the mobile space and gunning for Intel's tells biggest moneymaker on the CPU side which is of course laptop processors or mobile processors. And and that that was the big sticking point we've talked so much in two thousand nineteen about rising three thousand processors and they had their seven nanometer zen to architecture picture and as complicated as Pew Micro Architecture is just the fact that Ed they reached that seven nanometer number to do things like really push shit with aggressive clock speeds release more cores because they went to a new manufacturing technology that uses something called chip bullets which are little. CPU CPU while they're they're small. CPU dies that go on to a larger substrates. And you can put more than one of them onto a CPU so on desktop that can fit two of these things in the same size processor package that used to top out at four six maybe eight cores. And now we have products like they're sixteen core reisen nine three nine fifty x so on on the mobile side though there was brazen three thousand which was just kind of rebranded Zen plus technology from the year before so it was still on twelve nanometer. It it didn't really make the impact on mobile that you would expect it. Although we talked previously about Intel's woes kind of getting products out the door. They had their own fourteen hundred meter Issues with supply so more and more laptops started becoming available with Andy as an option even though it was an older architecture the great thing now as far as competition goes and and seeing where this will take us as far as mobile performance in two thousand twenty is susanne to is now on mobile big announcement and we're talking about mobile parts that are up to Acor sixteen threads and that's from a forty forty-five watt part that would be the rise in seven forty eight hundred h and actually a thirty five watt variant of. It called the forty eight hundred. H S also exists Eisai's Jason is one in an RG notebook. But you know it's pretty serious stuff. We're talking about you know four. Six eight core hyper threaded or in this case. SM T like multi threaded Parts for Mobile at seven nanometers hitting the kind of TDP. EP targets that we've been used to from inside with their higher performance mobile parts which up until recently I mean I think the highest part from Intel on mobile global is probably going to be. I think it's a core sixteenth as well. There's an option for that. In some very high in notebooks and linked the new macbook pro and that sort of thing prior to that they'd had an option for up two six cores and across the board most of their options around the four core mark and those are still fourteen nanometer parts. There are some ten meter parts out there. We you definitely saw more announcements of your stuff from Intel et ce. Yes but just the fact that reisen three thousand and is now on mobile. It's called Reisen. Four thousand that's the thing the mobile parts or a generation ahead as far as the naming convention goes but it's it's literally just the notebook variant of two thousand nineteen hottest product. So that's very big news and just Everything that that involves I really at at this point. They don't have navy on mobile we haven't you know we know that's coming coming we know they're working on Nahvi integration with AP US obviously amd has has scored the win with both of the new gaming systems. Coming up with the xbox playstation decision five so we coming but for now we've already seen things at CVS like the forty eight hundred thousand seven mobile part are paired with like an arts twenty sixty in a high end gaming laptop. And that's just something that we had just totally foreign to anybody who has gone to any of these shows covered industry for the last five or six years when any gaming laptop period or productivity machine. The one I'm holding in my lap right now I was always some form of either a core. I five or core. I seven mobile Intel part and if it offered discrete graphics it was probably going to be an invidia discrete graphics exchange and now. AMD has found their way into more and more laptop models throughout two thousand nineteen and now isn't just a sort sort of metoo products where they can fill a void left by Intel struggling to meet demand for their fourteen nine meterologist parts suddenly. It's it's a significantly better alternative in some cases depending on what the target is. I can't wait to get these end because we can look at at charts and we're looking at right now watching the video of you know single threaded performance gains multi threaded gains the graphic performance. Because there there are integrated graphics with these as well But just getting them in hand testing laptops and seeing what the finished product is going to be if the battery life is going to be any different than Intel Park because if we get these and they run at the same temperature as as an integral part and they have about the same battery life but you're getting higher core counts. It'll I feel like it could do the same thing. That's rising did on desktop where really pushes Intel to respond with more and more of what had been reserved for those ultra high performance. Like mobile workstation parts. Yeah because that's kind of what this is like the forty forty eight hundred zero reisen. Part is like a mobile workstation. CPU Yeah No. I mean that's the big thing for me. is they from really from a performance standpoint. This is this is fantastic right. 'cause we can pretty much guarantee they're gonNA cost less or the same amount of money. You're you'RE GONNA get a lot more course. What I'm very curious about is to see how ambitious Abe's architect fares are architecture with battery life? Because so much of Intel's Technical Prowess or engineering focus over the last few years has not been about like upping the amount of work clock cycles so so much as they have been working on reducing the amount of energy consumed by the processor at all and the associated chipsets sets and everything else around it and they have a lot of fairly serious engineering accurate and tied up in that we think you know and part of the reason we think that or I think that is because you know until told us for years at the Pierre is not the big power consumer the CPR is not too big power. It's the screen. And then they get a massive Chains they just re architect it the way they handled You know the power of the processor and all of a sudden battery lice went up like fifty percent and it was just kind of like okay. That happened but to get back to where you were going. I think if if you can you get more performance but you have to. The battery life is becomes less compelling story. I think they have to deliver battery Park. That is comparable to the Intel parts or the battery. Life's for us to. I mean this is exciting though I really WanNa see whether or not you know. HP Dell and Lenovo. Oh step up to sign up for these parts on their premier laptop lines which would be a gutsy move for them to this is going to piss off Intel and there's always the possibility is is amby going to be able to scale on this. Are the parts going to be. It's it's always exciting when you go with something new but I envy is a lot of experience with seven nanometer at this point and we seem to still be able to buy GP SO I. I feel That that the the the processes working that said I think their goals to sell like an order of magnitude more mobile processors. They sell jeep us. Because there's a lot more mobile users than there are are people Graphics cards for gaming so I mean in terms of like our coverage is probably the biggest story at the
"invidia" Discussed on The Vergecast
"But I know they're all going to be too hot. You know what I mean? They're all going to be like Neil is left. That's great. The fan is a non right now. All right. Just give it a couple of minutes. It'll turn on. I've had chrome open for ten minutes. Now it'll soon it will turn on. Here's my question. He said that these rising chips, so we'll probably steak big claim to the enthusiast market. Yes, obviously aimed Mace radio graphics cards as well. Is there any downside to having Amdi CPU, and one of the Invidia GPS, everybody actually wants? Well, that's seen. Now, I don't know much about this. But Amdi claims that new Nabi GP's that are coming out. They're also going to be able to be competitive with Invidia and Invidia kind of made a misstep as far as I know there's no, actually, any mismatch between using Intel CPU in AFDC CPU. And then whatever Jeep as far as the no that is not a problem that people have, but I do know that a lot of people are pretty dissatisfied with the current generation of Invidia because they went hard on Ray tracing. And that didn't result in a lot. Of actual day-to-day benefits for most people. Yeah. So AB has a window there like they have it's way way different than the Intel situation. But but they do have a bit of a window. This generation so navy could be competitive as well. And especially, you know, Andy has had the sweet spot of being the, the budget enthusiasts or whatever I mean, if they're gonna make every single next-gen on Seoul, you know, like they're clearly going to get very good at doing a certain amount of graphics and CPU are apparently competent for an ex Jin causal. So why not be competent for, you know, your, your next PC, I like the, the budget enthusiasts as a magazine, because on a new stand, you don't know, if it's a magazine for enthusiasts on a budget or people who are just? Susie. Plus. Really go either way, when you're looking at the grocery store, is that where they got good. I mean that's kind of my other bigs step back question. Intel destroyed them for ages. They were not ultracompetitive Invidia really raced ahead on graphics. They're only big win was that apple just insists on using radio graphics cards, but is it because they made the game console. So they're able to like, get back into the game in such a big way. Every that sounds like a good narrative. There's also the fact that they're not they don't own the foundries, right. So they don't have to worry about ski like they get set of nanometers for free. They didn't have to work hard at seven meters. They get that for free. According to my YouTube, tell God, tech YouTube, I, I wouldn't I wouldn't I'm sorry, that I'm not naming names, just like I watched a lot of them. I don't remember everybody's name, but one thing that they pointed out is in Finnity fabric. So AMD is has this method of taking multiple chips, basically. Like they don't have the hit a bullseye every time when they're making a chip because they're Infinity. Fabric technology allows them to take different parts of, of. Okay. Chips and put them together and make a good chip. So they do have sort of a somewhat different fundamental technology than Intel is using let them step ahead. I is one theory of what is helping MD get the yields because obviously Intel can make probably a five nanometer Chipper. Now. I don't know..
"invidia" Discussed on Bloomberg Radio New York
"And I'm Susanna Palmer from Bloomberg world headquarters. Bloomberg has learned Invidia Corp is nearing an agreement to buy Israeli chipmaker Melania cts technologies in video would use Mela knocks to help it gain. Technology used to speed. The flow of information around data centers. The source says Invidia is the leading bidder ahead of rivals including Intel. Although no final decision has been made and the outcome could still change representatives from the companies declined to comment as we've been reporting Boeing says it's monitoring the situation after one of its seven thirty-seven max airplanes operated by European airlines crashed shortly after takeoff claiming one hundred fifty seven lives it marks the second deadly accident in five months for the new version of Boeing's bestselling jet. The Trump administration is making headway in trade negotiations with China that according to Larry cudlow, President Trump's National Economic Council director. He was brushing off reports a trade deal. Was further off amid a push back from Beijing. The scope of these talks will be the broadest deepest in US China history. We've never had anything this comprehensive. Tesla founder Elon Musk has a Monday deadline to explain to a Manhattan judge why he shouldn't be held in contempt of court is in hot water with the securities and Exchange Commission overstatements last month to his twenty-five and billion Twitter followers about the company's vehicle deliveries. He SEC says the tweets violate terms of an earlier settlement prompted by his misleading. August tweets about taking tesla. Private on Tuesday. The UK house of Commons votes on Prime Minister, Theresa May's revised Brexit deal. If that's rejected lawmakers will vote again on leaving the EU without a deal or delaying the departure date beyond be day, which is currently March twenty ninth. Global news twenty four hours a day on air and it ticked back on Twitter. Powered by more than twenty seven hundred journalists and analysts in more than one hundred. Twenty countries. I'm Susanna Palmer. This is Bloomberg. You're listening.
"invidia" Discussed on KOMO
"Day, the S and P five hundred matching its longest rally of the year, climbing ten points late in the morning. The Dow Jones was ahead one hundred fifty four points. The NASDAQ composite was unchanged. The skyrocket rise of chipmaker Invidia has been followed by a meteoric dropped October. Second and video was valued at just under two hundred ninety three dollars a share. It has now lost nearly half. Its value driven down by economic conditions in China. Jim Ryan ABC news. President Donald Trump called on congress to break decades of political stalemates on Tuesday nights state of the union speech. Trump told the American people that the country has a moral duty to create an immigration system that protects the lives and jobs of our citizens in accused wealthy politicians in donors pushing for open borders while living their lives behind walls and gates and guards at one point. He saluted American veterans here with us tonight three of those incredible heroes, private, I less Joseph Riley. Staff sergeant Irving locker. And sergeant Herman Zaitschek. Here are your political insights from ABC news allies of Virginia governor Ralph northbound say he is trying to wait out the controversy surrounding racist pictures on his medical school yearbook page. Meanwhile, the man who would replace Northam Lieutenant governor Justin Fairfax is facing questions about a report of an unconfirmed alleged sexual misconduct incident from two thousand four an allegation. He vehemently denies a report from the nonpartisan government accountability office found that the government paid nearly fourteen million dollars for President Trump's four trips to Florida retreat at mar a Lago during March in February of two thousand seventeen according to the report obtained by ABC approximately six hundred thousand dollars of expenses were paid tomorrow Lago directly, which President Trump owns and during congressional testimony. The commander of US forces in the Middle East.
"invidia" Discussed on MAD MONEY W/ JIM CRAMER
"I know the actions dachshund seem arbitrary and capricious I get that. But more often than not there is some method to the markets men gets an a curious case of Invidia, the maker graphics chips of gone from a market darling to total pariah in the span of just four months. Now, you may think it's ridiculous that this cut hammered again today down more than six dollars once in ten this day right on top of yesterday's brutal. Twenty two point public. You may think it's excessive. Hasn't Invidia been punished enough already? Shouldn't we've relent isn't this just to angry and mean, sad actually now it isn't all it really forty years in this business. I can tell you. There was no way in video is going to rebound today or even stabilized. Not just not to the copy just pronounce them really preen out some really heinous numbers. See there's a pattern to these things. And that pattern tells me the stock is more downside, and I'm sure it will bounce after the apple member. Yeah. But listen to me here. In fact, I found myself flunks yesterday Invidia didn't get hit a lot harder. Think about it. The company pre-announced us revenue is one of the biggest I've ever seen. They gave you a bizarrely bad guy down as nasty as they call. Imagine talked about a whole new areas a week that's like the formerly red hot gaming business and the one smoking datacenter segment when Invidia disappointed last time. They blamed it on the collapse of the crypto currency mining which uses the same chips as gaming, but this was much much. Much much worse shortfall that was far bigger than crypto in video gaming business. Had been fantastic. Now, though, the Chinese government has cracked down video games. That's hurting the business. The company didn't see it coming videos huge chunk of the data center, but it's Intel's. Interim CEO Bob swan told us last week there's a major overhang in the data center build out, and it's giving the component suppliers indigestion. Meanwhile, there are still some crypto currency holdouts who are returning their high NVIDIA graphics processors dim dealers when they finally capitulate that creates even more excess inventory something at AMD has AMD has other businesses that are doing better. Now. Those are the obvious negatives for Invidia on top of that. There's another problem that's not getting enough attention and bit isn't a missive you transition from its current generation of graphics cards to the new Trinh t you or I n g whiffs carts and the company initially price touring too high. They've had to cut those prices dramatically, but demand is still pretty tepid. It feels like invading video got too far ahead of the actual video game industry curve because they're. Just aren't that many titles? That can take advantage of such powerful hardware. It is great harbour. It's why won't write off Invidia at all. I just want this stock to settle and that's why the stock initially got slammed yesterday. Joe punch twenty nine points at the opening one hundred thirty one virtually all of its games for the year. And you know, what that move actually made sense to me. Okay. The first decline made sense to me why. Because when companies pre-announced downside convicted yesterday, there's talks almost always take out their fifty two week lows in invidious case that's one twenty four down just seven bucks from its intra-day lows yesterday. But then the strangest thing happened the stock rebounded the end of the day..
"invidia" Discussed on MacBreak Weekly
"All right. So Invidia handles, and I'm not going to get into too much of the detailer, but at handles the graphics on a much different way than TI. And so and so the the the way it. Chunks. The data is much easier to manage in in large. So AT is definitely much more of a game oriented, very small chunks process and Invidia tends not to be that way. And it tends to be easier to deal with large data sets. And so and video is a is a better card, you know, than than than the ones. The problem is is that they Invidia wants to right there as Rene said in wants to right at their drivers apple wants to write the drivers because the graphics system is so part of the actual OS that they don't want to give up control of that of that process, and they in it's for a lot of good reasons. And so so the so both of them have good reasons for why they're trying to manage control of that. And the the issue is that they're not going to and they're not they're at an impasse. I don't see how they get out of that impasse unless I mean in video apple doesn't really need Invidia. An immediate doesn't really need. Apple. I think that's the I mean that's the bottom line. It's a little. Frustrating, though for those of us who want to use. I mean, for instance, this new RT X card from NVIDIA, which does real time. Ray tracing is using AI. For interpretation is really what they call. It deep learning super sampling. So any loosing is twice as fast, and it really looks amazing. Right. So it's a little frustrating for people who want to do this, particularly since with an GP technical reason why you could make aquatic sample. Yeah. There's a quick update. It's the same quake engine video on YouTube. It's amazing quake with Ray tracing. And it was a nifty. This is battlefield. But, but yeah, let me show you the quake because it's. It is an education though. I mean from from day to day what the average person's using for this. You know, I think understand why apple would say we're going to put Radi on ships in our computers. But why would they not allow me to use whatever I wanted to GP because they don't they want to write the driver. They want to write to the mental part of a bigger battle. Yeah. It's it's a much bigger thing in and they're not gonna not gonna give because the they don't really have the game space on desktops. Anyway. So it doesn't mean anything to them. Here's a quick to with Ray tracing. Its what's funny. Have you still same? You're using it's the same game. And you could see in fact, how crappy the textures are. But when you get to lighting, it's like, whoa. What's going on here? Blow stuff up. Yeah. Yeah. We've got to get somebody blow something up here. So that's. It's bad for the pros. He won't Khuda cores. That's really the issue. That's my ask Alex because. Okay. Yes. See there you go see with explosion. You you. Don't gamers are one thing. No gamers going to buy a MAC, if you're really a serious gamer and even know pros are going to know heavy duty graphics pros are going to my MAC either. So that's frustrating. And take a long time for them to do. So that the I mean, the problem is is that the the MAC is. So I mean, the the pro I have, you know, so for the heavy duty graphic stuff that I that..
"invidia" Discussed on Biz Talk Radio
"Are you waiting? Invidia? Guidance drop revenues for the fourth quarter between two point six five and two point seven five billion estimates with three point four billion. That means earnings and revenues will be down in the coming quarter. No wonder the stock be down. Thirty one bucks now in the aftermarket. Yikes. Now Intel as I speak just announce a fifteen billion dollar buy-back. I hate that stuff. That's about seven percent of the market capitalization. It's from time to time stocks up a little bit in the aftermarket. By the way, I was reading some today. Too many people try to buy back save the day and all that stuff. Let me read some te'o on General Electric. Because. I still remember all the buybacks that went on. From two thousand to Ocho. On all the technology stocks and they just kept go lower going lower and lower and lower and lower and lower. GE? Twenty four billion dollar spending spree on buybacks in two thousand and sixteen and two thousand seventeen. Spent in two thousand and sixteen twenty one point four billion in buybacks at thirty dollars and thirty cents. Stocks at eight. Two thousand seventeen the two point six billion in stock buybacks thirteen point thirty five. How that all workout? Anyway. So I know a lot of people attached themselves to buy backs. I doubt. But I do know. I absolutely no. They do increase earnings per share. And do take stock off the market. But if we're going to go into a bear market. The worst. I mentioned to you the cryptos. The coins. I must tell you in the middle of the day today. I turned on. That other financial channel. And they brought on this crypto genius guy. I wanted to vomit. You know, what he said? On bitcoin. I'll only worry. If we break the two hundred week moving average, what the hell is the two hundred week moving average. What is it two hundred week? I don't know. Anyway. I'll repeat well first off. Just a ton of coins that already zero if you go on one of these sites this twenty four hundred of them there were now two thousand four hundred zero but the rest of them are all ton of down ninety nine ninety nine percent. And most of them are scams, and nobody will ever get in trouble. But this guy was saying well bitcoins. The big one. Now, the only reason bitcoins even got a price. It's few big hands. And they can't sell. You know, you got a problem. Try selling. Anyway, I hope you'll listen. And a bunch of those crypto stocks zeroes. By the way, Invidia down thirty three bucks. Now, that's a big Mark down on revenue for next quarter. And in case, you don't know NVIDIA had a big business with crypto. Not anymore. Yikes. So tomorrow is going to be an interesting day. We got a low today, I'm thinking it's going to be a low, and then you get Invidia Applied Materials and nordstrom's, which by the way is of sort of been a leading retailer getting whacked also. So we'll see what that means to more. Have I thrilled yet? I've been asked about this marijuana stuff time and time again. I'm not saying you can't make money and trade them. But I'm saying the same thing I said when bitcoin was in the trees and the coins. Don't be the last one in. Number one. And number two. Valuation will matter. You got that? Valuation is going to matter. And when I tell you something still has a nine billion dollar market.
"invidia" Discussed on TechStuff
"Eight hundred had a dual slot cooling mechanism. Double fan cooling takes up two slots high-powered very loud. So people said, sounds like you got gotta vacuum cleaner inside your computer because it's it's so distracting so loud. This was a a piece of technology that was built in part by some of the engineers that Invidia had pulled over. Three d FX and that it got a lot of ribbing in the industry for the fact that it was it was so loud, but others in the FX line would end up getting some claim. The company created a demo as well. In this in two thousand three. The demo was called dawn d. a. w. n. and it was all meant to show off the various features of what the the the g force FX line of graphics cards was capable of doing and the way it did this was it showed a female fairy wings translucent wings translucent outfit. The the naughty bits were covered by opaque costuming, but the rest of it was see through and the ferry was very curvaceous. A lot of people call Invidia saying it was the most blatant use of sex appeal to try and sell. L. a. graphics card up to that date. So they got some criticism for their use of this particular visual effect in order to try and sell cards in two thousand four s. l. technology would debut, and that would allow users to link together multiple GP us to boost performance. Even further that as where you start seeing these crazy gaming rigs that have multiple Jeep us in linked together plus typically some sort of crazy cooling system. Because as you start adding more CPU and GP, you power to a system, it's going to generate more heat and heat and electronics. Don't go well together. If they get hot enough things tend to break down. So there are a lot of innovative cooling systems that came out around this time as well to try and keep those temperatures at at at nominal levels. So things would still operate. Well. In two thousand five in video would get the contract to develop the graphics processor for Sony's PlayStation three console. So they already developed the one for XBox. Now they were developing the one PlayStation three and in two thousand six Invidia introduced these seventy nine hundred g x two, which was the first of invidious cards to feature to GP you single boards packaged as a single product. So it was a a dual GPU all in one package on October twenty. Fifth, two thousand six AM d would acquire a TI. The competitor to Invidia that acquisition was a huge deal is like five point, four billion dollars, an enormous deal. And now it was no longer in video versus a TI. Now it was Invidia versus AMD and remember that Jensen Wong the president and CEO of Invidia. The co, founder of Invidia had you had worked for AMD for a while in June two thousand seven. NVIDIA introduced a line of math co processors called tesla. Now, these initially used architecture that was originally built for the g force and Quadra products, and they are general purpose GP us because now there was this emerging opportunity to use GP us to tackle other problems. Besides rendering graphics, GPA's can power supercomputers and they can perform calculations that high floating operations per seconds or flops. They can handle huge amounts of data and and and perform lots of operations in a short amount of time. The big difference between the tesla GB us and the ones that were powering gaming rigs as that the tesla versions didn't have any output to displays because that's not what they were four..
"invidia" Discussed on TekThing
"And of course these are prices. Well, these are founders addition prices which means we can expect a non founders edition which is going to cost less money basically coming from everybody who makes GP us. There's not a lot of performance information, but this is the big slide than Invidia was pushing figure. The twenty eighty s one hundred fifty percent of the performance of ten eighty. And that's the dark green line right here. And if you add in that super slick, deep learning, super sampling, you start getting into the two hundred percent range which is what they were talking about. We're gonna see priori now cards are shipping on the twentieth judging from the conversations I've had. Nobody's going to get a card before the twentieth as in everybody's gonna wake up at like whatever time they get the card and start benchmarking and just start pumping out on. Then maybe we'll see some cards early, very curious to see how the price is dropping the non founders edition cards ship. And if Invidia drops the process, if you nanometers in twenty nineteen. I feel like this is a twenty nine upgrade twenty nineteen ish upgrade for me. I mean, I just bought my ten eighty in given that there aren't a whole bunch of different video games that currently playable in. I just got that thing installed. I mean, I really just want to spend my money on like colorful RGB power cables, which you just showed me earlier today. All about that right now, but there's no sense in me purchasing a twenty eighty right now when I just upgraded, who knows you make you may by tomb? Raider base started playing. But the thing is you can play tomb raider on older technology to ten eighty as well in art is something that you can turn on or off in the game. It's cool because you can enable it. If you have the power in your computers, like you have the ram and the CPU and all that as well. So you can turn it on and off. I don't need the twenty eight immediately. I want it. I totally want it, but that's another thing is currently the video games that it's available in starting off are only like twenty different games. They only showed three at the event that NVIDIA was doing at games calm, but they listed out during the keynote like twenty different ones. There are several in there that I didn't see. Like I don't think fortnight was in that list and a few other the other ones. But there were some popular games in there too. Like, you know, battlefield, five, that's going to be a big win. Are you running for on your Android phone on your pixel? Nope. I have a reason for that too. You should check out my threat wire episode for that. Are you excited about GPA's you think about upgrading? Did you just realize GP prices are back down? Let us know app tech thing on the Twitter or Email us ask tech.
"invidia" Discussed on Pocket Now Weekly
"Mediatek can just take the fifty three and stuff like that qualcomm samsung invidia apple they have a full architecture licenses so they can just create one from the ground up the cry oh the aseries and the exodus says yes the samson's mangas muggy say so there in the third generation and three col and some songs one goal for the m three list to go off to samsung so they built a very white cole will that means is it can basically it can hear and undestand and process a few more requests concurrently the promo is going for very white cool as takes a lot of dice base which is note very large in senegal we roll up you can only roll up to six on those things right yes on that i got a d twenty you're not actually fall off a silicon wafer self if you can get a single monolithic die bigger than like six hundred square millimeters so you wanted to lead just service to joke about thanks yet but no the actual dice itself so the the m three core is very white and to kind of make it as false opposable samson kinda said f it to the pow budget and the the way they around that by still making it be able to be put into foam without melting itself they basically the schedule the weight gets told his kohl's is out henry concept of yeah it's really conservative so if you if you're ready big nut like me head on over to unpack the been very drain yes undre over that is doing a fantastic job of literally from scratch writing his own custom cuddles and devious schedulers to fix the galaxy s nine x men tonight.
"invidia" Discussed on PC Perspective Podcast
"So this is this is actually really interesting invidia built a deep learning accelerator in la as an open source modular architecture that now arm has announced that they're going to integrate into their project trillium in this this will enable you know generations of iot devices to have some ai capability there's a lot of jokes here what what all the devices to suddenly having a look at possible sure carl of nogo script crawls last name because never had to say it out loud for karl freund who is an analyst over more insights says the win win for t mobile and embedded chip companies looking to design accelerated ai referencing solut in influencing solutions invidia the clear leader in machine learning training and arms leader not and imports so far smart light bulbs to start like psychedelic flashing yeah something so josh any thoughts on this on you know first of all app invidia open sourcing something second of all like i guess when i heard about arm trillium i thought it was going to be an arm architecture product that was being built into it but maybe that's not the case it it doesn't look it looks like invidia has got their own product and they're educated into arms trillium yeah does that make sense it does you know it's it's about as simple as you could possibly get there is no way that other than in video licensing arm stuff for cpu usage they are not going to give an inch in a i.
"invidia" Discussed on CNBC's Fast Money
"Welcome back to pass money invidia and tesla boat tanking today as a company is self driving struggles starting to get real billable joins your on sense in regard to tesla moody's within the last couple of minutes downgrading the credit ratings for tesla talking about the credit of being negative in part because you get cash flow concerns all the things we talked about yesterday when it comes to production three the production ramping model three production ramping slower than ticipant did when you look at tesla though some other negative headlines today and we've talked about this that we're in that period here where you may see some negative headlines one of them coming today which sent the sock down almost five percent when it first came out is news that the ntsb will be investigating the crash of a model x in california on friday is not necessarily that the espn is investigating the crash it's that they are looking into the fire with the model x afterwards how long how intense it was burning the efforts to secure the vehicle we talked to the sp today i'm not sure there's a whole lot you can read into it at this point aside from they're looking into this and there have been concerns that have been raised by first responders not just with tesla booth with all electric vehicles when it comes to responding to those certificates crash though the batteries and the front of the vehicle obviously and so this was a frontal crash correct and so on the front the batteries in the bottom in the bottom and the car as we understand it slid into a barrier went head on into a barrier now they don't know if it was in autonomous mode but when we talked to the ntsb they made it clear they're not investigating whether it was kind of his motor not what they are looking for autopilot with they're looking at is the intensity of the fire what was behind it securing the vehicle afterwards for first responders having said that anytime you have the espn involved it's going to weigh on the stock and that's what we saw earlier in the day now with regard to invidia invidia has announced that it's suspending its autonomy drive test program on public roads remember in videos.
"invidia" Discussed on Google Cloud Platform Podcast
"I mean even just doing chip design or trying to get into parallel processing and deep learning do you have any recommendations or anything that you know he'd say like spent some time working on or some resources that come to mind well let's see there's a couple of things on my mind right now one of them so i saw google put out a class recently in sort of introduction to machine learning i looked through that briefly it looked pretty good so that that seems like an interesting thing to look at invidia also has something called the deep learning institute where we give to tori os to help people get hands on experience training models and using deep learning frameworks i think that that has been pretty interesting for some people i'm also a fan of some of these online education programs i'm for example i work with you dass ity you dassin has some some great nanno degrees in a i that i think people can get a lot of value from going through and then i guess the two other things that also come to mind are open source so like there's just so much out there if you search on the open source on get hub you can find implementations of all sorts of really amazing deep learning models and you can download them for free and just start playing around with them you don't even need to build a machine that has a gps unit you can use a cloud service like google cloud and and miss nice thank you you can get started really easy right you don't you don't have to invest a whole bunch to jump in and then i guess the last thing that i wanted to mention also you know i feel like i'm advertising for google here but but it is actually a really good thing as cagle so cagle is this online competition where people can try to solve real problems using i and you know.
"invidia" Discussed on WGIR-AM
"Ninth best performing stock in the sp five hundred in two thousand seventeen returning over eighty percent for shareholders we are joined by mark hidden from seeking alpha right now to discuss invidia what they see as continued potential growth for the stock so i guess let's back up and just talk about seventeen was it all the gaming industry for for invidia that really drove the stock price last year no actually i think the the growth in the data center was was the big mover for the prices i mean what what are they studying for the data centers is that a lot of you know one hundred percent revenue gain seventeen well that's kind of invidious fiscal two thousand eighteen and what do you see you know looking forward so looking forward to eighteen and nineteen what are the key potential growth areas for this company well gaming is still going to be very strong you know there's a strong belief in invidious management that gaming pc gaming still has an awful lot of growth potential data center will continue to be strong and automotive is is actually expected to pick up considerably sometime around the twenty twenty timeframe when we start to see the first production thomas vehicle so that you think that they could have a pretty big play in that a lot of their chips could be starting to get used in these thomas vehicles who are the other big players that could be providing that sort of technology to these cars well intel wants to be a player and and google maybe a player as well although they're not really a hardware company now invidia has positioned itself self in the automotive industry as being really the principal hardware suppliers for a thomas vehicle platforms and right now there isn't anything that's really competitive to what they're offering in their in what they call it the the drive system well play devil's advocate for me for a minute i mean the stock has got price earnings ratio over fifty which you know isn't unheard of in the tech sector yeah but but i mean looking at it what what could be some of the challenges that they might face if you're gonna if you're gonna take a look from the other side of things on video.
"invidia" Discussed on PC Perspective Podcast
"All right source bashing keisha these are the way let's get to the actual big news of the week that guy they're invidia launches the tighten visa this was kind of a surprise then that kind of it was a surprise right i had no idea this was launching i don't think any other media were like told beforehand i was kind of extra can resolve new he probably knew maybe that it held until beforehand either i don't know but can i rather town and we read event and i was like walking to dinner nights oh my full buzz let me see what does he milla's invidia launches world's most powerful graphics card and look what the full a little heads up here would be super nice so the tightened v it's the first consumer volta gpu votes of being the generation after pascal the microsoft picture after pascale for invidia graphics cards it has existed for some time right gb one hundred is jeep you that's been on the tesla v one hundred cards both i think there's an ad in card variance of it as well as kind of a what do you call that like socket id version that they built for servers and stuff appeal it's called yeah so it's not like the first reversing the jeep you but it's the first time we've seen it in like an adam card with display outputs attached rate five thousand one hundred twenty could cores 600 and forty tensor cores which is obviously what makes the vote to architecture so much different than previous stuff obviously a big emphasis on machine learning and gpus compute at all the goodness.
"invidia" Discussed on This Week in Startups - Audio
"I s i think that we're going to develop really good vision systems really good driving systems very specialized things and there may come a time when we figure out a way to go to a good vision system with a good audio system in and have enough neural networking capability at the core to do what a human brain does but it doesn't strike me that it's going to get out of control or become sentient income sentient no i i don't have that feeling i take we'll be that robotics systems will become very efficient at specialized tasks through neural networks and by the way before neural networks became popular recently uh a i as it was discussed in the days mccarthy in in him two for decades ago uh i i never thought that was going to go anywhere and it didn't but with um neural networks the old ballgame uh at the moment you don't have enough even with invidia has systems you don't have enough power to put it economically in a small package that it can be energyefficient you still need the cloud you know serially seeing still need the cloud yeah and it because they can't they don't have the power to put it in here but over time that'll happen you'll get i think i think the arms shipment i invented did owner i'm not so egocentric say i am vintage jeep used but my company yeah kind of as many of them and they became more condensed and uh uh integrated in the silicon sense by invidia and they're primarily the the the engine of of a neural networks.
"invidia" Discussed on KSFO-AM
"Sounds like what you want to do as those games yeah well i thought that was really cool pizzas and i'm thinking oh maybe if i hold off maybe apple will do the same baby was like well we don't know they have an as anything like that and because they don't the vr the you did the oculus fear you did requires an invidia a fast invidia graphics card faster than anything apples cells in its any even if it's best computers today i think maybe the when the new i mack may be has enough horse power to run it but nobody's making software for it because it's just that one computer so you know the because i'm on the fence like whether idle blaming it here's what i would here's what i would look at there's a couple of things you could do if you've got an android phone and you can get cheap android phones make sure it's daydream compatible had for a hundred bucks you could get a daydream which is very much like the oculus is not quite as compelling but it's advisor you put on and you get a little control and you can you can play games did you get sick at all how long did you play laud played for good the twenty twenty five minutes and you never got queasy or anything no no i thought it was really cool good that's good because the some people about ten percent of everybody gets queasy and if that's the case your vr is not a very fun thing to do did you when you took it off you'll disoriented um at first just a little bit but it it it went away right away like right away but tell you like a couple of second later good thing so there's something called simulator sickness which the air force has identified they identified it years ago because pilots went simulators to learn how to fly and a percentage of the population they estimated at eleven percent gets his that they could decelerate you.
"invidia" Discussed on AppleInsider Podcast
"So actually for fifth and 27 th that's quite good right while like i said i was expecting that kick microsoft at 28th for profits in seventh revenue and intel makers fine processors everywhere for 30second for profit in sixteenth revenue yelling the the list as far as the the established tech from didn't really wobble that much from last year but you wouldn't really expect it would their everybody tech wise is growing at a faster rate than than say energy companies are in the the fact that apple made more prophet then morganchase by nearly twice just baffles me well so there's there's a lot of different things here right if we talk about these different companies they're selling software they're selling hardware there's sales director consumer versus sales to other manufacturers right you know and nvidia does have some direct consumer but for the most part invidia is selling to other manufacturers who then repackage and resell right i think and videos should be wildly profitable i think invidia should be going great guns right because invidia and i don't own inability to stock but but it occurs to me that gpus are essential to where things were going in the future agree so i would i would see that increase wouldn't you i would think so it's gonna be interesting to see how that goes because the balance of for further gpu companies like invidia any md i i think there are indeed is gonna suck up our great portion of their profits and i think that there i i think that their revenue will increase by not sure that their profitability is going to be anywhere near the percentages that apple and j p morgan and walmart and so forth kabale pulled out.