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August 26, 2008


Mobile Web Roundtable Dinner


Time to have a break from Nvision and head to much cooler San Francisco for a Mobile Web Roundtable dinner moderated by Mitch Lasky of VC firm Benchmark Capital at Orson restaurant.

Present at the event are the executives of Numobiq, Skydeck, Tapulous, UK 3G carrier Hutchinson Whampoa and Tiny Pictures. Mobile analyst Rajeev Chand, of Rutberg & Co, will also attend. More coverage to come tomorrow!




[Hot Chips] SunPower Co-Founder Sees Sharp Solar Power Price Fall

Ambitious targets for lowering the cost of solar cells are achievable as today's high cost of silicon comes down, SunPower co-founder and Chief Technology Officer Richard Swanson (pictured) said Tuesday.

Today, solar cells remain relatively high priced – at $4 a watt of electricity. As a result, solar power can cost 2 to 5 times greater than power generated from oil.
By 2013, the cost of making a solar cell could fall to $1 to $1.20 a watt, Swanson said at the Hot Chips conference at Stanford University.

He said it is difficult to say what retail prices would result. But estimates show prices of about $1.44 are possible.

"At that price, we see unlimited growth potential for our industry," he added.
Swanson said he sees the shortage of silicon needed to make photovoltaic cells easing soon. With greater availability, projections show photovoltaic cells could generate more electricity in the country in 2040 than natural gas, he said during a keynote address.

He added that it takes about two years for a solar cell to generate more energy than the energy required to produce it.

By Mark Boslet, Editor at Large.




[Nvision] Nvidia GPU Chief: No Intentions To Quit Chipset Business or Build CPU/X86. Conceeds ATI Advances

Just got out of the interview with Dan Vivoli (pictured), the man in charge of NVIDIA's GPU businesses and also Sr VP Marketing.

Vivoli first confirmed that inspite rumours, Nividia "has no desire to exit the chipset business (from the high-performance and integrated graphics in the desktop to the low-power motherboard GPU in laptops)".

Nvidia's GPU Chief also denied any intentions to build a CPU, X86 or not pointing to the low price and good performance of current CPUs from AMD or Intel.
"We're focused on GPUs. You can get a perfectly fine CPUs for not much money".


Continue Reading"[Nvision] Nvidia GPU Chief: No Intentions To Quit Chipset Business or Build CPU/X86. Conceeds ATI Advances"




[Hot Chips] Intel Design Philosophy Is Not Just More Cores

Intel is repeating its Nehalem strategy to anyone who will listen in briefings that generally mimic one another. The company appeared in the past month at IDF, Siggraph, etc. Little new was discussed from one appearance to the next.

But something struck me in a discussion of Nehalem at the Hot Chips conference on Tuesday. In addition to creating a processor with more cores – a maximum of eight – Intel focused a great deal of energy on improving the performance of each core.

Sound reminiscent of the processor speed wars of earlier this decade, when staying in front of Advanced Micro Devices was the name of the game?

In a coherent talk at the technical conference held at Stanford University, Senior Principal Engineer Ronak Singhal spelled out the improvements to the core that should offer a boost in performance when a four-core version of the chip first shows up in the fourth quarter.

These improvements include trying to better predict the chip's expected workload; increasing parallelism, or the ability to jobs simultaneously; and enabling the processor to better handle new and legacy software.
They were a major piece of the "philosophy" driving development, Singhal said.
You can guess where it will go from here.

By Mark Boslet, Editor at Large.




[Nvision] Emerging Companies Summit Kicks Off

First thing today, I'll be covering the Emerging Companies Summit hosted at the Nvision conference with presentations from over 60 companies leveraging the power of GPUs for both visual and high-performance computing applications (and not only games!).

The Summit also includes 2 interesting panel discussions on "GPU vs CPU" and "Raising Money" and a fireside chat with Nvidia CEO Jen-Hsung Huang.

After lunch, I will sit down with Nvidia Sr VP of Marketing, Dan Vivoli, for a short conversation on issues like the chipset business, AMD's lead, Nvidia's x86 intentions and more if time permits.

Check back for more coverage on the Emerging Summit.




[Nvision] Virtual Characters to Help Control Freak Battlestar Galactica Actress Tricia Helfer

Although I enjoyed the appearance of Battlestar Galactica actress Tricia Helfer at the end of Nvidia's keynote, I thought it was not really necessary as it purpose was to show how actors deal with virtual characters.

Which is no so much more challenging than when actors in the last century actors had to deal with their "virtual" doubles without the help of technology.

But during her appearance, Helfer did admit of being a control freak and that virtual characters might help cope with that!

Helfer's tall height gave also Jen-Hsun Huang a chance to crank a joke on Tom Cruise. And that of course is invaluable!
"So for the rest of the interview I will be pulling a Tom Cruise [as Huang tried to reach Helfer's height]".
But my advice to Huang though would have been to cut the keynote short at that time (it was running over 2 hours!) and instead send all the fans to Helfer's table where she signed autographs on attendees t-shirts and keep the other open to invite Tom Cruise next year :)



August 25, 2008


[Nvision 08] Nvidia CEO On The Chip Recall: Impeccable but Messy (video)

According to Nvidia CEO Jen-Hsun Huang (pictured), it was him who insisted to tell the world about the quality issues in some of the Nvidia chips. Not his customers -the PC makers- who were more concerned that the press will start asking questions about the failures and pushing for an industry-wide recall.
"The first person in the world that talked about the chip issue was me, right? I issued a press release with a $200 million reserve and in fact our customers were saying 'Jen-Hseng why are you doing that?'", the Nvidia CEO said in a press briefing.
For Huang, Nvidia's handling of the chip failures and subsequently the recall was impeccably logic but messy. "We know that there are some failures associated to our chips. We know its specifically related to a combination of the chip and the specific design of the notebook [because of more challenging thermal environment]... Sometimes it will fail. Most of the notebooks are fine... It's just that certain notebooks have this problem", Huang added.

Continue Reading"[Nvision 08] Nvidia CEO On The Chip Recall: Impeccable but Messy (video)"


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[Nvision 08] Nvidia Cozies To Via's Nano (video)

Nvidia is cozying up to Via's Nano processor.
"VIA has a really terrific CPU, the Nano... You put Nano with GeForce together and you put a box around it, you'd think it's a high-performance computer. Everything works: Blu-Ray works, DX10 works, all game works. It's small, it's low cost, consumes very little power. It's unbelievable", Huang said.
At the Nvision trade show on Monday, Nvidia Chief Executive Jen-Hsun Huang added his company will optimize all its software to run with the chip, just as it works with chips from Intel and Advanced Micro Devices (AMD).
The optimization is a huge investment for the company, he said at the San Jose event. But the chip is a terrific CPU, Huang said.
The Nano is designed for desktop and notebook computers. But analysts said it also might be appropriate for consumer products, a market Intel has in its crosshairs.

By Mark Boslet, Editor at Large.

Continue Reading"[Nvision 08] Nvidia Cozies To Via's Nano (video)"




[Nvision 08] Nvidia CEO: Siggraph Is Fabulous... But Not An Industry Conference! (video)

According to Nvidia CEO Jen-Hsun Huang, the main reason for creating Nvision was that there was no industry event for the visual computing eco-system. When I asked him about Siggraph, here's what he answered:
"People who go to Siggraph are researchers and we'll still do that. But the end-markets don't go to Siggraph... Some of the hard core programmers will go but there, but there are a lot of visual artists that don't go. Obviously there are a lot of gamers who don't go. A lot of the actual car designers that don't go. But the people who create the tools for the car designers go. We think we need to create an industry event for visual computing that goes far beyond than just internal core.

Siggraph is fabulous... but we need something bigger than that. We also wanted to define the industy. Like Cisco defines the networking industry. So a lot of the companies can say 'Hey, we're in the visual computing business'. And people would understand what that meant", Huang said.
I think that the Siggraph 2008 organisers and the 28K+ artists, research scientists, gaming experts, developers, filmmakers, students, and academics from 87 countries, plus, more than 230 international exhibiting companies would beg to differ with Huang's view. So if you're one of them, please rush to the comments section below!

Continue Reading"[Nvision 08] Nvidia CEO: Siggraph Is Fabulous... But Not An Industry Conference! (video)"




[Nvision 08] Nvidia Sees Three-Dimensional Revolution On The Horizon

The graphics industry is on the verge of a powerful transformation that will bring three-dimensional video displays and screens to computers and other computing devices.
"We are on the cusp of a display revolution," Nvidia Chief Executive Jen-Hsun Huang said Monday at a San Jose industry trade show. The industry used to be all about color, he said. "Now it's about more dimensionalization."
Speaking at the Nvision 2008 show, Huang said the revolution will be enabled by increasingly powerful graphics chips that now put more than 100 processors on a single slice of silicon and harness a teraflop of computing capacity. A teraflop is a measure of computing speed equal to a trillion calculations a second.
"We transformed industry after industry," he said, referring to graphics chip manufacturers. Automobiles are now designed digitally, movie makers use use digital effects, and video games get more realistic each year.

Continue Reading"[Nvision 08] Nvidia Sees Three-Dimensional Revolution On The Horizon"




[Nvision 08] Nvidia Takes New Swipe At Intel's Larrabee (video)

Nvidia's chief took another swipe at Intel's planned Larrabee graphics chip on Monday, at the Nvision 2008 conference, suggesting the chip would trail Nvidia's best effort several years from now when it is expected in the market.

In past comments, graphics chip maker Nvidia described Larrabee - a high-end graphics chip expected in 2009 or 2010 with ten or more cores - as a GPU from 2006, falling short its promised performance.
On Monday, CEO Jen-Hsun Huang added to the criticism, saying no one yet knows what Larrabee's performance will be. "By the time Larrabee ships, Nvidia's technology will be so much more advanced," he said at the Nvision conference in San Jose. "Maybe Intel is talking about our past" when it trumpets the product.
He said Intel's claim that Larrabee will work smoothly with Windows-based programs because it is built on the x86 technology in today's computer chips is a "smoke screen." The only benefit is that it will have some existing software tools to draw on, he said.

Huang added that the increasing competition in the graphics chip market should be good for the business.
The new competition will draw attention to the need for graphics chips. "Competition, in fact, frames an industry," he said.

By Mark Boslet, Editor at Large.

Continue Reading"[Nvision 08] Nvidia Takes New Swipe At Intel's Larrabee (video)"




Nvision Not Anti-IDF. Dubbed First Event for Visual Computing Industry. AMD, Intel Welcome... Next Year! (video)


Critics have dubbed Nvision 2008 as the anti-Intel Developer Forum (IDF). But when asked, Nvidia CEO Jen-Hsun Huang refuted the idea joking that "it's not quite that unambitious, that's just a non-objective" and suggesting on the contrary that Nvidia's produced event represented the entire visual computing industry.
"First of all, IDF is not that big. IDF is really for the PC eco-system. Nvision is really for the visual computing eco-systems: it includes PC companies but includes consumer electronics companies and includes the end-markets (films, photography, gaming, industrial design...).

You're going to see that this is a much much larger presence... 600 reporters. I think it's an order of magnitude larger than WinHEC and IDF.

And the reason for that, this is not about us. It's about our eco-systems... We made it a point not to announce products here. This is not our platform to announce products. This is a platform for the eco-system. Of course we had to do the heavy lifting the first time but hopefully next year, the whole industry does the heavy lifting. This is there platform", explains Huang.

Continue Reading"Nvision Not Anti-IDF. Dubbed First Event for Visual Computing Industry. AMD, Intel Welcome... Next Year! (video)"




AMD Quits TV Chip Business. HP Disconnects MediaSmart HDTVs (Halo Next?). Is Intel Left Alone Again?

Today, AMD revealed that it sold its Digital TV business, that came with its ATI acquisition, to partner and rival Broadcom for $192.8 million in cash. That's below the $250 million to $375 million that analyst firm American Technology Research predicted last month in a report. ATR also believed AMD should sell its cell phone chip business too.

Last week at the Intel Developer Forum, I also learned that HP's MediaSmart HDTV (pictured) business is kaput, unable to make a dime in this cut-throat business. HP was at the mercy of Asian manufacturers that would suddenly rise the price of flat-panels and could not pass it on to consumers inspite of MediaSmart TVs connectiveness. HP is now turing its hopes in MediaSmart Connect set top boxes instead. But for how long? To me that's just another version of the Windows Media Extender principle that Microsoft is pushing for over 5 years and always failed!

Talking about HP, I also heard from a Polycom executive that HP might also pull out from its telepresence business i.e Halo. More on that on a later post with the Polycom interview.

That leaves Intel's Eric Kim, the head of the company's Digital Home Group with his "I Love TV" campaign. Intel's Digital Home Group is actually a misnomer as it *lost* its "consumer PC business" to Pat Gelsinger's "Enterprise Digital Group", probably after the Viiv fiasco.

Intel should really rename its relaunched Digital Home Group the Digital TV Group and hope it doesn't turn out to be another "Connected Product Division" which started in 1998 and that sold consumer electronics products like Web tablets, mouse, keyboards, digital cameras, audio players... i.e. until October 2001 and after over a billion dollars in operating losses. Ready for another cycle?




[Nvision '08] Nvidia Takes Over San Jose for Visual Computing Week!


August is undoubtedly the month of Semiconductor. It started with the Flash Memory Summit for all things Flash Memory, then Intel's IDF and this week super technical Hot Chips conference is being held in Stanford University and graphics chip maker Nvidia's is taking over the city of San Jose with its own show, NVISION (pictured).

July was not bad either with Semicon West/InterSolar and Denali's Memcon. No wonder, Silicon Valley still holds its name after all!



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