昨晚的电话会议中关于 Fermi 的片段

Edison

"Also at GTC, we announced a revolutionary [inaudible] compute architectural. [inaudible] based products will become the foundation of our most powerful processors ever, targeted for both graphic and computation. We continue to invest deeply in programmability and [FIRMY] now provides the capability to write applications in C++. "

"And then starting the end of this coming quarter and the next quarter, we are going into a new product cycle and that new product cycle is based on [FIRMY] and we are going to bring to the market for the first time in history the ability to do raytracing interactively in every single workstation. Customers really ecstatic about that capability and I can't wait to revolutionize graphics again. And so that’s -- the short-term, it’s the pull and the design pipeline, which we track very carefully, and then shortly after that, the ramping of FIRMY GPUs. "

"I expect GeForce to grow next year, not only because the market will be healthier next year. There is real evidence that GPU adoption is increasing. There is -- and the enthusiasm behind FIRMY, our next generation GPU architecture, is just out of this world. I mean, it’s just way over the top. And the reason for that is this is because the first brand new architecture we have created in four years and instead of an incremental change to DX11, this is a fundamentally new architecture and the performance is fabulous. And so we are expecting to be very successful with FIRMY and all of its derivatives. "

"Glen Yeung - Citigroup

Jen-Hsun, I just need you to clarify one thing, if you might -- when you say performance of FIRMY is great, are you saying that relative to your previous architecture or also relative to the current competition?

Jen-Hsun Huang

Both. "

"David Wu - Global Crown Capital

Okay, that’s good. Jen-Hsun, you showed -- I was at the show when FIRMY was previewed and you showed very good numbers on the computing side. Relative to your competition that is shipping products, you didn’t talk anything about the graphics side -- should I assume that the graphics performance is equally superior to the competition that is shipping right now?

Jen-Hsun Huang

We didn’t announce anything on graphics because it wasn’t graphics day. When we announce GeForce and Quadro, we are going to talk about the revolutionary graphics ideas that are designed into FIRMY and so we are looking forward to do that in the near future. And so please be patient with us -- the market is anxiously waiting and we have enthusiasts all over the world that are waiting for us to ship it. You know, every four years or so, we revolutionize the GPU with a brand new architecture. If you remember the G80, what became the GeForce 8800, was probably one of the most successful products in the history of our company and we’ve been doing incremental changes to G80 since then.

And now with FIRMY, it’s another revolutionary architecture and I’m expecting to take the GPU market up another notch.

And relative to the competition, the market has really spoken -- although it’s a fast chip, it’s not that fast and it is basically an RV770 with DX11. And I think that you could incrementally make changes for a number of years but certainly not forever and we are going to really change the marketplace going forward with FIRMY and so that’s our focus and we are trying to get it shipped as soon as possible. The demand is really, really strong for it and we will tell you about all the great graphics features when we launch“

”David Wu - Global Crown Capital

The chip is a very big one. I was wondering, can you shrink it quickly?

Jen-Hsun Huang

Well, there are many derivatives of FIRMY and so each one of the processors are designed to be the right size of its market. You know, back in the good old days, everybody used to tell me that MP10 was too big and then MP20 was too big and MP40 was too big, MP30 was too big -- it’s only too big if it doesn’t do anything and if it is -- but if the performance is excellent, what consumers enjoy is something that is surprising and delightful and shocking and just the next level. And that is what we have built for them. “


"Tim Luke - Barclays Capital

Do you have a framework for how we should think about seasonality for the beginning of next year?

Jen-Hsun Huang

Next year is going to be an interesting first quarter because in fact, we will need more wafers than ever in Q1. And the reason for that is because -- and I mean more 40-nanometer wafers than ever in Q1 because we are ramping -- we are obviously fully ramping FIRMY for three different product lines, GeForce, Quadro, and Tesla. We will be fully ramping MCP89. We will be fully ramping TEGRA. Not to mention the 40-nanometer products that we currently have that are fully ramped up, and so I am expecting Q1 to be a pretty exciting quarter for us because we just have so many new products. "

xxx2006

"此外，在成立教学专业议会，宣布了一项革命性的[inaudible]计算建筑。[inaudible]的产品将成为我们有史以来最强大的处理器，为图形和计算的目标、基础，继续投资。我们深深的可编程性和[FIRMY]现在更能够用C + +应用。"

“然后开始在即将来临的季度末和下一个季度，我们正在进入一个新的产品周期，新的产品周期的基础上[FIRMY]，我们打算把在历史上首次向市场光线追踪能力的工作站，在每一个交互。顾客真的欣喜若狂的能力，我不能等待再次革命性的图形。所以这是-短期，它是拉动和管道的设计，我们非常仔细地跟踪，然后不久之后，在FIRMY GPU的采用。”
“我期待的GeForce明年成长，不仅是因为市场将更加健康明年。有真正的证据表明，通过增加处理器。有-及其背后FIRMY的热情，我们的下一代GPU架构，只是出于这个世界。我的意思，它只是在顶端的方式。及有关的是，这是因为第一个全新的架构，我们创造了四年，而是一个渐进的改变DX11，这是一个新的架构和根本原因表现太棒了。因此，我们预计要非常FIRMY及其衍生物获得成功。”

格伦-花旗集团 ：

“黄仁勋，我只需要你澄清一件事，如果你可能-当你说的FIRMY的表现是伟大的，你说，相对于以前的架构，或者也相对于当前竞争？ ”

黄仁勋 ：

“两者。 ”

吴大卫- Global Crown Capital公司：

“好，那好。黄仁勋，都表现出了-我在预览时FIRMY是，你表现很好，在计算方数据显示了。相对于你的竞争对手是航运的产品，你不谈论任何图形方-我应该承担的图形处理性能同样优于竞争，现在是船？”

黄仁勋 ：

“我们没有宣布任何的图形，因为它没有图形一天。当我们宣布的GeForce和Quadro，我们谈论的革命图形设计成FIRMY，所以我们期待着这样的想法，在不久的将来。因此，请与我们耐心等待-市场是焦急的，我们都在世界各地爱好者正在等待我们推出。你知道，每4年来，我们以崭新的革命性新架构的GPU。如果你还记得G80级，后来成为了GeForce 8800，可能是一个在我们公司历史上最成功的产品，我们一直在做此后逐步改变G80级。

而现在FIRMY，它的另一个革命性的架构，我希望借此再度出现衰退的GPU市场。

而相对于竞争，市场真的有了-尽管这是一个快速的芯片，它不是那么快，而且基本上是一个DX11 RV770。我认为，你可以逐步弥补数年的变化，但肯定不是永远和我们要真正改变市场将与FIRMY前进，所以这是我们的重点，我们正试图让出货量尽快。需求是真的，真的很强烈，而我们将告诉所有伟大的图形的功能，当我们推出。”

吴大卫- Global Crown Capital公司：

“该芯片是一个非常庞大。我想知道，你能迅速萎缩？ ”

黄仁勋：

“那么，有许多衍生物FIRMY，所以每个处理器之一的设计是其市场规模的权利。你知道，早在过去的好时光，每个人都曾经告诉我，MP10太大，然后MP20过大，MP40太大，MP30太大-这只是太大了，如果没有做任何事情，如果是-但如果表现出色，消费者享受的应用是非常奇怪和令人愉快的和令人震惊的，只是一个新的水平。而这正是我们为他们建造。 ”


蒂姆卢克-巴克莱资本：

“你有一个框架，我们应如何考虑在明年年初季节性？”

黄仁勋 ：

“明年将是，因为这其实是一个有趣的第一季度，我们需要在第一季度比以往任何时候更多的晶圆。和这是因为原因-我的意思是40多比以往第一季度，因为我们正在加速纳米晶圆-我们显然完全加速研发三种不同产品线的GeForce，quadro网站和特斯拉FIRMY。我们将充分慢加速MCP89。我们将充分慢加速Tegra的。更何况40纳米产品，我们目前是完全成型了，所以我期待着第一季度将成为我们一个非常令人振奋的季度，因为我们有这么多新产品。 ”

yfh883

译得不知所云……

我有3个马甲

总之，老黄说Fermi会在明年第一季度大规模上市。

八角差开

2# xxx2006
译得很好。。。
q1供货看来是这样子了，期望tsmc能兑现年底搞定40nm

yamhill

tsmc要是掉链子，那就更好玩啦

GTX380

很显然的事实，全新架构下，性能是无法准确预测的。

否则也不会有2900的悲剧，目前来看NV自己也都没能搞定驱动，让显卡完全跑开，所以确切性能，无人知晓，但黄因为通用计算的惊讶的改进，因而信心十足。一切只能等待。

5870这种半代架构，性能比较好预见，二个RV770加入DX11的支持，仅此而已。事实上也确实如此。

前面提到的会有令人欣喜的特性，当然就是光线追踪，这也是性能不确切，也不惧怕对手的一个重要理由。

solara2000

为什么发英文稿的人不能把Fermi写对呢，满眼是Firmy，很山寨。

Edison

这是速记员敲的，其中有几个单词如果不是业内的话，恐怕不好猜中。

laimi80

老黄又说要决战Q1了,..........我怎么说又??

solara2000

老黄在给投资银行的老大吃定心丸。

earcandy

反正把台积电的产能包下了，AMD有力无处使，嘿嘿

earcandy

反正把台积电的产能包下了，AMD有力无处使，嘿嘿

xxx2006

E大是做什么的？老黄和各投资银行的讲话，你居然有记录看？

temp444

没提游戏性能一句话。