Study Group: Graphic IC Chip Experts (North America)

GLG News^SM Analyses by this Study Group's Leading Experts(?)

How will Intel’s Decision to Cancel Larrabee Impact Intel, AMD and Nvidia?

December 7, 2009

Analysis by:Nathan Brookwood, Principal Analyst,

Analysis of:Intel Scraps Plan For Graphics Chip | online.wsj.com

Intel’s decision to cancel its first generation Larrabee design gives AMD and Nvidia (NASDAQ: NVDA) two more years without significant competition from Intel in the discrete GPU market, and lets these vendors gain momentum in the GPU Computing segment. Don’t count Intel out; the second generation LRB design will be a far stronger product than the Gen 1 product would have been.

Even 2-D Users Will Miss Nvidia's Integrated 3-D Graphics on Core i3/i5 Systems

October 8, 2009

Analysis by:Nathan Brookwood, Principal Analyst,

Analysis of:Nvidia Escalates Feud With Intel | online.wsj.com

Nvidia's chipsets outperform Intel's when it comes to integrated 3-D graphics, but Intel's move to incorporate graphics into its Core i3/i5 CPUs leaves no room for Nvidia's integrated solution. Too bad! Windows 7's DirectCompute feature speeds up media operations on systems with AMD or Nvidia discrete or integrated GPUs, but won't work with Intel's integrated graphics. Even users who don't care about 3-D may notice this media deceleration on Core i3/i5 systems that lack discrete GPUs.

Nvidia leaps into supercomputers

October 5, 2009

Analysis by:Jon Peddie, President,

Analysis of:Nvidia and "Starting the Next Age of Personal Computing" | www.tgdaily.com

Nvidia is in the test of its life with big stakes, big investments, and big risks – Fermi is a hail Mary pass if ever there was one. It’s not as reactionary or impulsive as some have suggested and a plan I think has been in the process for the past three years. Nvidia has been putting the pieces in place for the Fermi product through acquisition,  industry initiatives and setting up the platform. One of Jen Hsun Hung’s strengths is his long range vision and I think you can see it at work here.

Fermi versus AMD Radeon: Who Wins, Who Loses in Supercomputing Applications?

October 4, 2009

Analysis by:Nathan Brookwood, Principal Analyst,

Analysis of:Supercomputer to use new Nvidia 'Fermi' chip | news.cnet.com

While AMD and Nvidia battle for supremacy in the GPU computing arena, there's one obvious loser, Intel. AMD's 5870 appeared on schedule. Nvidia's Fermi is late, but its GTX 280 series still is competitive. Intel's Larrabee remains a no-show. End users who buy their systems by the teraflop have discovered and validated an alternative approach that requires fewer x86 CPUs, less power, and less space. GPU computing is here to stay, and the market will punish those who lack a competitive offering.

Sony follows Apples lead.

September 26, 2009

Analysis by:Joe Weingarten, Executive Director,

Analysis of:Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Sony is following what has been an extremely successful model with Apple's iTunes stores for both the iPods and iPhone in selling songs and applications.

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