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The GPUs will keep flowing, but at what cost?
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Read more.Quote:
The GPUs will keep flowing, but at what cost?
Surprised they reported the royalty details - presumably it's the same agreement that AMD reached with RAMBUS some time ago.
The PR talked about standard licensing terms, so I'd assume it would be similar to the AMD deal.
Having said though, there's not a lot you can tell from the amounts they gave. How much are the royalties on the RAM controllers even worth? It really is a bit vague, and would probably take some iSuppli-style teardown to even get close to figuring it out.
Long story short, though, it amounts to a big chunk of cash that I'm guessing NVIDIA don't have spare.
I wonder if they will have to backdate royalties on products already sold - could be a fair amount.
I hate Rambus. Those bastards make money by suing everyone for patent infringement.
Well, they don't have to use Rambus' designs. If they can come up with their own smart way of doing things then they won't have to use someone else's patented designs. If the design is too broad then the patent won't be enforceable. But I think the court cases are proving that's not the case.
Most importantly, at least without the settlement costs they were back in the green.
Edit: NVM, thought this was the quarterly earnings thread :mrgreen: