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Loup Ventures

About the Author Loup Ventures

At Loup Ventures, research is in our blood. The spirit of our team has always lived on the curiosity to discover new insights that yield investment opportunities. For years we did this on Wall Street, focused on public tech companies. Now we invest in private frontier tech companies, but public companies like Tesla, Nvidia, and others are also meaningful innovators in frontier tech. These public companies are shaping the emergence of AI, robotics, autonomous vehicles, and AR/VR just as much as early stage startups. As a result, we’ve always kept a watchful eye on public market participants to inform our private investment strategy. Gene Munster is a managing partner and co-founder at Loup Ventures. Prior to Loup Ventures, Gene was a managing director and senior research analyst at Piper Jaffray where he covered technology companies including Apple, Amazon, Google and Facebook. During his 21-year tenure, Gene received many acknowledgements including: Top Stock Picker from Forbes, Best on the Street from The Wall Street Journal, and was widely recognized for his work on Apple. Gene holds a bachelor’s degree in finance and entrepreneurship from University of St. Thomas.

Nvidia’s (NVDA) Latest Graphics Cards Represent a Big Step Towards the Future of Gaming


By Gene Munster

During Gamescom 2018, Nvidia introduced its new GeForce RTX product line — three graphics cards ($499-$999) based on its new Turing architecture. Nvidia CEO Jensen Huang called the line’s primary innovation, real-time ray tracing, the “holy grail of computer graphics.” Ray tracing creates photorealistic lighting and shadows, a task typically undertaken by artists during production.

Bottom line: Nvidia’s latest graphics cards represent a big step towards the future of gaming. Hardware and software innovations will increasingly save developers time and money and will improve the gaming experience.

GeForce RTX – A Big Step Toward the Future of Gaming

Nvidia’s RTX line adds real-time ray tracing to games, offering a much more realistic experience. In the past, reflections in games were limited to on-screen objects only. Ray tracing allows off-screen objects and environments to be reflected dynamically, as seen with the fire in the image below. They also offer a great demo on the GeForce RTX product page.

AI Is Changing Computer Graphics

Jensen believes deep learning is the single most powerful computing technology in the last 30 years. He also talked about Nvidia NGX, a neural graphics framework for AI image processing. He pointed out some of the ways deep learning is used in computer graphics, such as colorizing images, adding super-resolution, segmenting videos, and turning 2D sketches into 3D objects.

Turing Architecture Improves VR Experiences

Real-time ray tracing has big implications for VR. More realistic shadowing and lighting will make the VR experience more life-like and immersive. For example, Nvidia’s Turing SM processor, included in the new architecture, allows for variable rate shading (variable shading rates in different regions of an image). This is particularly useful for foveated rendering, an important VR technology. Foveated rendering uses eye tracking to optimize particular areas of the display based on where a viewer is looking. Accurate foveated rendering promises to give users the impression of higher-resolution VR experiences within the limitations of today’s VR displays.

 

Disclaimer: We actively write about the themes in which we invest or may invest: virtual reality, augmented reality, artificial intelligence, and robotics. From time to time, we may write about companies that are in our portfolio. As managers of the portfolio, we may earn carried interest, management fees or other compensation from such portfolio. Content on this site including opinions on specific themes in technology, market estimates, and estimates and commentary regarding publicly traded or private companies is not intended for use in making any investment decisions and provided solely for informational purposes. We hold no obligation to update any of our projections and the content on this site should not be relied upon. We express no warranties about any estimates or opinions we make.