Few weeks ago, during nVidia’s Financial Analyst Day 2009 – Jen-Hsun Huang disclosed nVidia’s future plans to financial analysts and selected press. Out of everything that was said, probably the most important bit was the decision to take upon handheld giants such as Qualcomm, STMicro and Texas Instruments.
But if Tegra is to become 50% of nVidia’s overall revenue in few years from now, some major changes had to happen. We learned that Roy Taylor left his post as the head of ultra-successful The Way It’s Meant To Be Played game developer support/marketing program and switched to lead the Telecom side of things. If Roy’s track record is anything to go by with, nVidia has a strong ace up its sleeve.
One of aces in the book should be computational capabilities of Tegra as well. We know that currently Tegra does not support CUDA, as the graphics bit was based on GeForce 6 architecture. According to information we have, that will change as soon as second and third generation of Tegra SOC’s come out in 2010 and 2011. Thus, we can expect that "nVision 09 minus Gamers" e.g. GPU Technology Conference will focus on Tegra as well.
nVidia is also doing a bit of PR reshuffle, adding people that will focus on Tegra side of business. Overall, we can say that there is a lot of activity on the Tegra front. Will that be enough?