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Nvidia at the JPMorgan Conference

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Posted May 26, 2008 by admin in Industry

They also didn’t seem worried at all about Nehalem and GPU integration via Fusion and Intel’s equivalent; certainly it’s easier to understand that in the Intel market if they do manage to deliver on their 15-20% share goal for the end of this year; after all, if OEMs like their solutions that much, it would be very surprising if they adopted Intel’s dual-chip MCM approach (that doesn’t save any real cost) in every single one of their IGP-level products. They also seemed to think Hybrid SLI was a major advantage in that area.

Overall, nothing really unexpected except the Intel chipset share forecast, but a couple of noteworthy tidbits and a fair bit of optimism which only the future will tell us if it was warranted.



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