Nvidia and Starting the Next Age of Super Computing
"I believe that we need something big and new every four years or so." – Jen Hsun Huang
Nvidia has been planning to be in the super computer business for the past three years.
The company has had stellar growth since the internet melt down in 2001, and it has come to dominate almost every market it has entered, but Nvidia is now facing limited growth opportunities in its classical markets and new competition. Its main rival for graphics chips ATI has renewed itself with a winning and very challenging price/performance product design and positioning. Nvidia’s integrated chip business is declining (as it is for all integrated chip suppliers), and it will soon have heavy weight Intel competing in its mainstream desktop high-margin discrete GPU business. If ever the company was in a squeeze play, Nvidia is now.
