Nvidia Shares Swell As Nintendo Switch Continues To Sell Like Hot Cakes

More because of crypto mining but alas..

Waiting for Tegra X2 on Switch Pro

@Yasaal Ya, I'm interested in seeing an improved Switch technology wise. First thing they've to fix are the Joy-Con's.

@SLIGEACH_EIRE Agreed, they feel too small for me in all configurations..

It's got nothing to do with Nintendo Switch. Nvidia is positioned as the leader in AI for the next 10 years. They have the top performing hardware for AI.

Since Nintendo had a 20 years contract with Nvidia, the next console will be using Nvidia's Deep Learning AI chip. Games in the next generation will be revolutionary. You will have deepfakes in the games: you can killed monsters that look like Kim kardashian, also the monster will learn your behaviour and outsmart you. No more random procedural generation, AI will make all random creation better designed.

@Yasaal That's my biggest problem with them too and they feel cheap.

Pro Controller is the way to go

@SLIGEACH_EIRE I love my Joy Cons. I've never had an issue with them, size or feel. Well except for using one on it's side for multiplayer on mario Kart. That wasn't possible.
I guess it's each to their own but I suppose they could bring out a bigger version just wouldn't fit as snug on the Switch.

@Nincompoop very positive outlook you have there It will take a lot of time for AI generation to go from acceptable to actually great. I would think some things, like generating interesting textures, backgrounds, unique monsters (as you've pointed out, making a unique and acceptable texture for a face is not that hard), but it will take a few gens to have AI make such intricacy that would go against AAA Nintendo (or other big devs) games (not that they can't use some specific aspects).

@koekiemonster I do hope that market gets saturated and/or collapses before too much longer. I don't really fancy paying twice as much for graphics cards for the rest of eternity.

@Hrimfaksi Well, I am a sanguine person. 5 years from now all mobile devices will have deep learning chips in there. Even now, iPhone X already has an AI chip. PS5 and Xbox 2 will still be using AMD chips, so their console will have a smaller brain.

Nvidia make some serious money, you can see that reflected in their share price(x5 times that of Nintendo's) and their overall revenue. They had revenue of $9.71 billion for the year, so while $450 million revenue for the Tegra processor is great, not all of that is down to Switch by the way and it's about 1/4 of what they make from the gaming sector, $1.74 billion. Nvidia have many fingers in many pies.

Careful. Positivity kills the commenters.

Nvidia rules! Love Nvidia and glad Nintendo was smart to go that way. Xbox original was also Nvidia and I saw the difference with AMD stuff... it's not same quality period

@SLIGEACH_EIRE @Yasaal They're fine for me and I have quite big hands.

@WiltonRoots How can you bear that for long sessions is something I'll never understand...

@WiltonRoots Objectively you are wrong.

Cant you see? Everyone knows they are too small and problematic and are the worst thing with the system. They think so, so it is objectively the truth

I'd like them to fix their repairs and maintenance side of things first instead of sending my Switch back still faulty and then eventually replacing it and wiping all my data because the hardware is faulty.
But yeah, lets all praise their faults.
I'm all for them doing well but man, the Switch has gone from my favourite console to my absolute worst in a matter of weeks.

@YummyHappyPills This is very true. "Allow me to speak for all of you and tell all of you that the joycons are small and problematic!" Regardless of whether the likes of you or I love them. I do like absolutes.

Another truth is that this topic is about Nvidia's success, how much of which is to do with Nintendo is debatable as there is a big push towards car AI with Tegra chips, but there does seem to be an attempt to derail this comment section and turn it into a complaint session about the joycons...

But hey the derailers are gonna try and derail.

@WiltonRoots is that your hand?

@Dom can you change the title of the page from "Nvidia Shares Swell As Nintendo Switch Continues To Sell Like Hot Cakes"

to

Nvidia Shares Swell As Nintendo Switch Continues To Sell Like Hot Cakes But Good God These JoyCons Are Horrible To Use!

@WiltonRoots All these particular users seem to do is try and discredit writers here all of a sudden, be it "Oh you didnt post charts, ILL do it" then arguing with staff.

Or complaining articles are "late" forgetting people have lives.

Or speaking for everyone. Or the trolls in the comments.

Its exhausting :/

But yeah Nvidia is doing well. The upturn in Tegra business is likely a mix of Switch manufscturing and car advancements but it is a small drop compared to the rest of their business.

I hope they will release the Switch 2.0 with Tegra X2 at some point next year. But that may be still early...

And I hope they don't call it Switch Pro! That would be a disastrous name.

@WiltonRoots your hands are massive! How tall are you?

i love how people say x2 for the improved switch, but x2 doesnt add power, it just makes the battery last longer.

the next chip for nintendo would be the volta chipset

@WiltonRoots I'll definitely do that

@YummyHappyPills idk what all you are referring to with your comment, but as far as complaining about the articles about sales not having the charts included is a fair point. It adds context to everything the article talks about and it makes for a more complete article in general. I really wish they would just tell us why they don’t include them because if there is a legitimate reason I think a lot of the people who make the comments asking to see the charts would understand.

While I don’t personally complain about the news being late, I also do understand that criticism. This is their job, if I am not mistaken, and at my job everything I do is time sensitive, and I don’t get to use the excuse that I have a life. For me personally since I only have so much free time I don’t get to read all the articles on this website so it being a day or so late doesn’t affect me. But at the same time if the “news” is late then it’s not really “news” anymore it’s just info. A lot of people like to know what is going on right when it happens, especially when they feel personally invested like I am sure a lot of people who frequent these comments sections feel.

Not trying to speak for everyone, just adding my two-cents and trying to have a friendly, yet informative discussion about differing opinions.

@superguy123 Add to that the X2 would push costs up even more and it's been pushed towards driverless car technology. But then again I suppose the X2 can play the game for us..

@superguy123 All the more reason why X2 will come out next year on 'The New Switch'. It's like the New 3DS, retains compatibility with older games but longer battery.

@SLIGEACH_EIRE They don't feel cheap at all. But lets complain for the sake of complaining on a topic that have nothing to do with joycons.

@rennandovale That's your opinion, I have mine. And I was responding to Yasaal, he mentioned the next iteration of Switch and I merely said the first thing they've to fix are the Joy-Con's. Big Whoop! Have you anything to say about the story or are you just interested in trolling?

Tegra X2 ?

@Nincompoop
Btw, why did you choose Kim Kardashian ?

@SLIGEACH_EIRE Now you even have a problem with the controllers and you are talking about "fixing" the Joy-Con's? Are you serious? Share the joy and stop whining.

@Nincompoop We'll see, soft AI certainly has come a long way and looks to be on the verge of something truely significant. Still, I'd not be surprised if anything more will go the way of fusion, which at any given point in time, is just about roughly 20 years away from finally becoming truely feasible.

But yeah, Nvidia's performance is not contingent on the Switch.

I think the joy con controllers without the shoulder straps are the perfect size to nestle comfortably in my rather large hands.

@Archius9 I had the same problem with sideways joy cons, but there are fairly cheap peripherals you can buy online that makes sideways joy cons comfortable to use.

@SLIGEACH_EIRE It was a good time when you vanished from comments section after getting destroyed by a user that copy/paste all your whinning comments that you swear that you didn't write.

About the news, is good for Nintendo and Nvidia and i think that they will win even more with this partnership on the next years. This is only bad news for haters or negative people that seek for attention all the time.

@Nincompoop CNBC - my preferred business news site - has a long article on the rise in Nvidia's stock price. Not once is either the Switch or Nitneod mentioned. Not once.

https://www.cnbc.com/2018/02/09/nvidia-shares-surge-after-big-cryptocurrency-gaming-demand.html

So unless people are using the Switch for cryptocurrency mining this has pretty much absolutely nothing to do w/ Nintendo or the Switch.

Title might as well have read - Trump White House continues to be in turmoil as Nintneod Switch sells like hot cakes.

@rennandovale lol really did that happen? That’s hilarious when the village idiot is paraded for what he is lol

As to the article, that’s awesome news for Nvidia, they are a great company to be partnered with for graphics power, can’t wait to see what the future brings for the switch 2 ✌️

@WiltonRoots First, I've checked internet, and it seems your picture of your hands is not taken from somewhere on the internet. So that must be your picture. Do I then presume that those are your real hands?? Are you Andre the Giant?

Well deserved

Well let's be real here. Nvidia certianly wasn't hurt by this, but they are a really big company, their chips in in countless machines around the world.

@Yasaal

from what i've read the x2 is just a more efficient variation of what's already in the switch. if that's so then that'd be nice for a 2nd run switch but not for a 'next' switch. could be wrong on that though.

can't wait till they can upgrade it though. it's ALMOST there hardware wise. just needs more internal memory, more ram, and a better proc/gpu combo. heck i'm even fine with the 720 screen but it'd be nice if that were oled maybe.

and give us dpad joycons please. i hated sony's lack of real dpad and i hate N's as well.

Like a lot of people here (are saying), NVidia is a far-reaching co., with their tech being peppered through different brandings, &all kinds of pcs. Nintendo is a portion of their profits, obviously; simply to what degree is debatable.

As for the Joy-con argument, aside from people who unfortunately do not have hands(for whatever reasons), most people, who do have hands - their hands are not necessarily the size, shape, & strength of someone else's hands

@Rjejr The article linked on this post mentions the Switch. I suspect many commentors here didn't read the source article. Yes, it was partially speculation, but it's based on insider knowledge.

@IronMan28 I first I thought you meant the article that I linked to, since the article also linked to CNBC, but it turns out they are different articles and yes, you are right, there is a mention of the Switch in that article. Nice catch.

Though about editing my comment, but naah

@sword_9mm I think you took it to literally. By a new Switch I meant an upgraded version of the same console family, not unlike the PS4 Pro and Xbox One X.

Whole heartedly agree with all the rest. I want a D Pad, but more than that I want a stronger and more stable console which at least doesn't have framerate drops...

@rjejr Thank you. I can see where you might have thought I meant your link. Trust me, I read the article you posted and had to do a double take since both your link and the one for this article are from CNBC. Your post actually threw me off for a second because I read the article Dom posted earlier this morning.

On a related note, the market seems pretty keen on Switch, which is why I've invested more in Nintendo since I began investing 6 months ago. And it does seem like Switch contributes to some company share prices performing well. Even Gamestop got a small bump a while back because of Switch, iirc.

@IronMan28 I think Switch helped the economy over the holiday. The marketing alone Nintendo is doing vs what they've done the past 5 years with Wii U had to help the bottom line of 1 or 2 ad agencies. Joking aside, it was a hot item, hot items get people into stores and shopping online. This time last year all we were talking about was Classic Mini NES sales. When was the last time NL had an article about Classic Mini SNES sales or shortages? Switch is a plus for the economy, but a small percentage of what's driving Nvidia. One might say negligible.

I don't think it's helping Nvida stock price much b/c of what it means to the company. Stock analysts are forward thinking, Nitnedo is using the old Tegra chip that Nvidia probably gave to Ntinedo at a rock bottom price to not only get rid of old stock but to also compete in the console space since both Xbox and PS4 are using AMD chips. Maybe Nvidia had a lot of old chip stock laying around that they made for Shield b/c Shield didn't do as well as they had planned so they gave it to Ntinedo for a song? Maybe a copy of Jump Up Superstar?

If I'm an analyst, which I'm not, I'm looking for forward growth in new technologies, and Switch isn't using any of that. Maybe when Switch 2 rolls around using the newer X2 it will register as an important component of Nvidia's overall business, but for now, Nvidia probably made as much money off of tax reform as they did Ntineod.

"Nvidia said it had a benefit of $133 million in the quarter as a result of recently enacted U.S. tax reform."

@Yasaal

oh i know. i just heard the x2 wasn't that what we both want.

i'd love a more powerful switch in 2 years or so when the tegra gets upgraded and is stable/power efficient.

basically what MS is doing. xb1, xb1x, xb2, xb2x and everything is BC for maybe 2 gens. i'm done with 'console' generations so if switch 2 throws away all switch 1 games and does the usual nintendo thing then nope nope.

if they're smart (which is iffy at best), switch 2 will come out bc with switch 1 and switch 1 will play the same games at lower detail/res. then switch 3 comes out that will play all s1/2 games and s3 games with MORE graphics, s2 plays s3 games at less graphics, and s1 dies. so on and so fourth.

@rjejr Even with using older Nvidia chips, the Switch will be around for a while. The market still thinks short to medium term, long term is too unpredictable for anyone with any idea about how economics works. Regardless, I said it contributes, not how much. Speculating on how much is a fool's errand if you're the average consumer like us.

All the hardware companies are doing great. Can...can...the console war come to an end now?

@superguy123 It would add power, at least on the GPU side. Having a 50% increase in GPU performance is good, but its main improvement is 2x RAM bandwidth. This alone would probably allow a number of games to actually hit 1080p@60fps because they are currently bandwidth starved.

@Hrimfaksi lol why are people asking if that’s his real hands lmao you can tell they are plastic it’s just a fake hand dude

@Discostew

talking about the X2?

if that's the case then yeah, that would be a nice upgrade.

keep it all bc for 2 gens forward and all gens back and i'm golden.

@Yasaal "A more powerful and stable console that at least doesnt have any frame drops"

Dunno what industry youve been watching mate...

@IronMan28 "Speculating on how much is a fool's errand if you're the average consumer like us."

Lucky for us it's a great time to be a fool.

But considering Switch got 1 sentence in 2 Nvidia articles on CNBC I still think the title is a bit over blown, or at the very least misleading. We may not know how much, but I, at least, think it's obvious that it's nto a very big piece of their portfolio when all anybody seems to be talking abut is their cyrptocurrency graphics cards and AI. So yeah, I speculated it isn't a lot, but the title of the article speculated, or spun it, to make it look like a lot. I'm just trying to balance the scales.

@YummyHappyPills Perfection can hever happen, but you can get close. That's what I'm getting at. At least get close to a stable framerate and I'm happy...

@rjejr I would like to point out that a Nintendo fan site spinning something to favor Nintendo is expected. Assuming they wouldn't do that would be like expecting Fox News to run a negative piece about a Republican politician. In any case, Switch is doing well, and I'm sure Nvidia is okay with that. Also, I prefer investing in companies that provide software to AI companies, like Hortonworks or Mulesoft.

@rjejr What matters is growth potential and profits. New technology is just one indicator of growth potential. If your part is used in another item, which is used in an innovative, hot product with great potential and there is an indication that the partnership is long term with future parts being used in that company's product, then that is also an indicator of growth potential. Though Nintendo's partnership with NVidia pales in comparison to some of the other stuff NVidia is working on (like their partnership with Toyota)

@Nincompoop
"PS5 and Xbox 2 will still be using AMD chips, so their console will have a smaller brain."

You may be right, because playing PlayStation and Xbox makes me feel like I have a smaller brain.

Why do so many whine about the size of the Joy Cons.....surely it is obvious that they have to be small for a portable machine Two full-size controllers either side of the screen does not make for a usable portable console.

If you're not happy, just buy a Pro controller (or continue throwing toys out of your prams).

@koekiemonster exactly.

The CNBC article linked by NintendoLife explicitly states the Switch had an impact on Nvidia's revenue.

"Kress said sales of the Nintendo Switch gaming console contributed to Nvidia's growth in the quarter. Nvidia's Tegra processor revenue, which totaled $450 million, was up 75 percent year over year."

Nintendoubters are always aiming for that gold turd though. Keep aiming for the stars.

@luke88 That's clearly fake. So he's argued his point with a lie.

Think of the Joy-Con's in terms of gloves. I wouldn't wear a small pair of gloves, I'd want XXL where possible, they're not a one size fits all, so why should the Joy-Cons be? You could argue that the Joy-Cons are medium sized, that's too small for me, like medium sized gloves they're for me too small and uncomfortable.

@Yasaal Nah Tegra X2 only has very modest improvements so would be a pointless upgrade. Nvidia's Xavier SOC has just been released so would make far more sense to use that in a Switch Pro in about 2 years time.

Well their jump in profits and shares could also be a mix of Switch sales and bitcoin miners.

@SLIGEACH_EIRE actually less than 3x ($140B compared to $50B in market cap). Share price is meaningless. You can split or reverse split and make it whatever you want.

I don't have a problem with the joycons. For those of you that have a problem, take your pro controller along with you.

@ekwcll You mean spend another €80 for a Pro Controller. Yes it's great but it's by no means perfect.

Let's hope this means a cheaper deal for nintendo when the next processor is released for them.

@IronMan28 "Nintendo fan site spinning something to favor Nintendo is expected"

Well, a fan site to me is somebody running something for fun, like if a few friends and I started a Nitnedo "fan site". Judging from this line at the bottom of the page -

Gamer Network: Push Square Eurogamer.net Outside Xbox USgamer VG247 GamesIndustry.biz

I consider this to be more of a news site than a fan site. And I like my news to be as straight forward and spin free as possible. And I just felt like the title was reaching.

@roboshort "Though Nintendo's partnership with NVidia pales in comparison to some of the other stuff NVidia is working on"

That's all I was saying, to balance out the title implying just the opposite.

@rjejr I don't take any gaming outlet too seriously since what they do isn't journalism. Then again, one could argue true journalism is dead.

@Nincompoop "Since Nintendo had a 20 years contract with Nvidia"

What's your source? By the way, the Nvidia's CFO specifically stated that sales of the Nintendo Switch contributed to Nvidia's growth.

@rjejr Even if you didn't read the article, you should have read this:
"Nvidia's Tegra processor revenue, which is said to have totaled a staggering $450 million, was up 75% year over year."

@NinNin From the mouth of Nvidia's CEO:

https://nintendoeverything.com/nvidia-ceo-says-people-will-be-amazed-by-switch-sees-relationship-with-nintendo-lasting-two-decades/

Of course Switch contributed to the growth, but how much?
(Nintendo needs Nvidia, Nvidia don't needs Nintendo.)

@Nincompoop "And so I think this is a relationship that will likely last two decades and I’m super excited about it."

No, this isn't a contract. It's just his opinion. As for how much, I don't know. But you said that the growth had nothing to do with the Nintendo Switch, which is false. I just wanted to point that out.

@Nincompoop Nintendo don't really need anyone besides their customers, they sold millions of 3DS even with pathetic hardware.
There is so much technology companies out there... with nVidia it's just better. And life is better for nVidia with Nintendo so the agreement gives mutual advatanges to the two companies.

@Yasaal
Would be nice, though I don't see it as likely.

And more than that, I'd like a slimmer bezel, better battery and larger internal memory.

@Tetsuro @NinNin None of you were aware of how big Nvidia is going to be in AI in the near future. Investors are pouring money into this company when they realised that Nvidia has a monopoly on Deep learning processor.

Also, the Nvidia CEO will not make a public statement of working with Nintendo for 2 decades without a reason. There are agreements under the table that they didn't want to make public.

@Nincompoop He said, "I think" and "will likely." If Nvidia had made a 20-year contract with Nintendo, he wouldn't have said that. If you make a contract with a big company, you have to honor it or you have to pay dearly if you breach it.

Also, no. Nintendo doesn't need Nvidia forever. Now it needs Nvidia, but that's definitely covered by the contract. But in 10 years later, who knows if Nintendo will still use Nvidia? Nintendo may switch to AMD or Intel or Apple or Arm Holdings, etc.

Linus hates Nvidia, but Nintendo is loving them. Win some, lose some. I love the Switch, I have no problem with any of the design. I get my game on just fine!

@Alucard83

The original Xbox and Gamecube were also very close in power. Up until 5 years ago, Nvidia and AMD were equal in power for both gpus and while Nvidia has the advantage for now, AMDs current gpus (especially their low to mid range cards which vastly outsell Nvidias in the same category) are selling quite well and their high end Vega cards are better or just below the 1070 and 1080ti respectively.

AMD's new Ryzen cpus (I have three systems, using a 1600, 1700X, and 1500X respectively) are very cheap and very powerful for what they do as well and they took back a sizeable portion of that market away from Intel last year. Once AMD uses their same multi-core cpu tech on their gpus in the new Navi architecture for 2019/20, they will be a force to be reckoned with possibly. The next Sony and Microsoft systems will be very powerful with these new powerful and low voltage AMD apus in them compared to the 2013 apus.

I'm not an AMD fanboy btw (I have a 1070, 1080, and and Vega 56 in my three systems), I just hate it when people cheer for one company and crap on the other hoping they go out of business. You do not want AMD leaving the market, nor does Nvidia and Intel and they know it.

Also, there will not be a Tegra X2, it doesn't exist. Expect a newer chip with the new Amphere tech instead at some point.

Going with Nvidia was the right move for Nintendo. It allowed them to have up to date hardware, and gave us gamers the chance of BotW on a portable hardware.

I hope they keep partnering together in the future for the next console!