Is the TECH RECESSION already here? Analyzing Q2 Nvidia, Intel and AMD Financial Reports.

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Intel, AMD and NVIDIA have announced their quarter 2 earnings for 2022, and compared to 2021, it looks really... bad, especially for the PC gaming industry, let's analyze these numbers and see where this industry has headed, and perhaps where it is heading.

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Chapters
00:00 Setting up the stream
02:31 Down 33% for Nvidia for the Q2 2022 vs Q1 2021. The Server numbers are up though?
05:40 It's actually 39.1% inflation adjusted. The Crypto miners have held off buying, which was the prop up in 2021.
09:45 GAAP vs non-GAAP numbers, I will always look at the GAAP figures.
11:01 NVidia is overall down 12.8% inflation adjusted 2021 vs 2022.
11:50 Intel down 22%, however adjusted inflation it's quite a bit worse.
17:14 Intel's CCG (Gaming Numbers), down 31.7%.
17:45 AMD has done really well though? 70% is huge! Well it's not all there is to it.
23:40 Painting (literally) the picture of the Whole PC Gaming Industry, it's down 24.1%....
25:35 Other Industries in tech will slow down.
30:45 The 'sigh of relief' of inflation lmao.... terrible is still terrible.
34:00 The best thing to come out of the tech recession. What this brings going forward.
38:34 What about the billion of dollars Intel is receiving to make a new fab in the USA?
42:05 Will the banking crisis in China affect GPU prices?
43:50 The energy avenue... Uranium let's just compare it live to coal and gas.
48:38 Tech Related questions.
49:55 The Xeon 2689, it's so cheap? Can you do a video on it?
53:20 Can there be more innovation? Haven't we reached the peak?
58:20 Do you think the Zen 4 Ryzen 7950X will reach 5.8GHz?
59:50 How old is too old for updating your phone?
1:03:26 This could be only just the beginning of this recession.
1:07:28 Almost time to upgrade?
1:07:36 Do you think Intel should ABANDON ARC?
1:09:30 Should I wait for the RX 7000 and RTX 4000 with my GTX 1080 Ti?
1:10:04 When do you see DDR5 in a year, do you see it becoming more mainstream?
1:11:21 850W PSU fine for new gen stuff?
1:13:25 Why do you think the Japanese Yen will soar?
1:15:10 Intel should do another RX 470, 480 strategy?
1:18:11 You in Japan for good? How about a Taiwan Visa?
1:20:05 Summing up the numbers for Intel Vs AMD vs NVidia.
1:22:09 Those inflation numbers are still horrible.
1:24:22 What AIO should I get? Well definitely not an MSI one from my experience.
1:27:50 Starforge Systems follow up.
1:30:10 What power supply for 450W Power supply?
1:32:07 Are Gaming laptops vs desktops more popular in japan vs other countries?
1:35:20 RX 6700 10G thoughts?
1:40:00 GTX 1630 vs 1650 prices same argument as before.
1:42:15 New graphics cards do not interest? Whats the problem here?
1:48:10 What do you admire about the Japanese culture?
1:52:40 Closing off the live stream.


#Q2Earnings #Finance #Techyescity
Category
All categories Tech YES City
Tags
nvidia, q2 results, tech
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