5. “Cloud gaming is an inevitable byproduct of
advances in streaming, compression, and better
broadband.”
-Gamesbeat
6. Convenience is a Large Market
250
200
Billion 150
Dollars
100
50
0
Blu Ray/DVD Video Services
Sales & Rentals (Pay TV + Streaming)
NVIDIA Confidential Sources: PWC, ABI Research
7. PC GAMERS 100M GEFORCE
CONSOLE
GAMERS 100M
CASUAL GAMERS 500M GEFORCE
GRID
BROADBAND
SUBSCRIBERS 600M
NVIDIA Confidential
9. GeForce® GRID
Lower Latency
Higher Density
z
Lower Power
Better Quality
10. KEPLER
THE FIRST CLOUD GPU
Virtualized GPU
Low-Latency Remote Display
On-chip Encoder
Super Energy-Efficient
11. GeForce GRID Latency
CLIENT SERVER
Kybd/Mse
IP NIC CPU
Decode
Network
Render Encode Render
Capture
GeForce GRID Network GeForce GRID
30-60 ms 30 ms 60 ms
2 Frames 2 Frames 4 Frames
16. Game Server Density & Power
First Generation Cloud
1 GPU / Server
1 Game Stream / Server
150W / Game Stream
17. Game Server Density & Power
First Generation Cloud GeForce GRID Game Servers
1 GPU / Server 4 GPUs / Server
1 Game Stream / Server 4 Game Streams / Server
150W / Game Stream 75W / Game Stream
22. GeForce GRID Developer Support
"Cloud has the potential to deliver an even more powerful experience in
the future by enabling ultra-high end GPU's like GeForce GRID to
stream ultra-high quality graphics such as those made possible by UE4
to a huge range of devices, well beyond console capabilities. The
result will be that more people can enjoy Epic's games on more devices
at higher quality."
Tim Sweeney, Founder and CEO, Epic Games
Notas del editor
For years the gaming industry has forced users to choose and confined them to a single platform to enjoy their games.A new blockbuster comes out, and gamers have to pick the PS, Xbox, Wii or PC version. And if they want to play on their tablet or phone while mobile, it is not possibleCloud gaming is a disruptive force in the game industry that will change the way that we enjoy gamesIt will liberate us from being confined to a single platform and free us to play anywhereWe have changed the computing architecture from years of client side GPUs and renderingAnd moved the GPU into the cloud data center.In so doing we can stream games to any device on a networkFreedom for gamers
And we are doing it with standard PC game architecture.Direct X with 1,000’s of titles and robust developer tools.All of these great games can now be enjoyed on new platforms and by new gamersPC games – the greatest development platform in the world – can now be enjoyed not just on your PC, but your TV, iMAC, tablet etc.
GeForce GRID encodes games as H.264 video – the world standard for video encodingIt is now fundamentally the same as any video service like Netflix or YoutubeAnywhere that Netflix or Youtube can be watched GeForce GRID games can be playedYour phone, tablet, PC or TV
New GPUs with on-chip encoders can now compress and send videoBetter broadband where Korea leads the worldYesterday some showed me the latest Samsung Galaxy phone with LTE reaching speeds of 20 Mbps in your handThe infrastructure and technology exists today for Korea to lead the world into the cloud gaming era
Blu-ray/DVD Rentals & Sales: PWC, 2012 global revenue: $48B(Based on PWC report, details from Lee below. Includes estimated DVD subscription piece from Netflix and Blockbuster (Dish) financials.) Pay TV/Video on Demand: ABI Research, 2012 global revenue: $236Bhttp://www.cedmagazine.com/news/2011/12/report-worldwide-pay-tv-revenue-to-hit-236b-at-end-of-2012FROM LEE:These are the global numbers from PWC for 2012.Physical sales: $31.6BIn-store rentals: $15.4BEstimate of online rentals: $2B- Netflix was $319M last quarter, down from $370M in Q4 and saying it’s going to decline over time.- Blockbuster is part of Dish Networks so doesn’t break out a lot of detail. Their whole volume in Q1 was $334M, some of which is included in the sales and in-store rental numbers. So overall I’d put the Physical and Rental disc model at about $48B. As for growth rate, let’s assume the online rental business was about $3B last year and declining 33% to $2B this year. That would but the 2011 total of:Physical Sales: $30.4BIn-store rentals: $15.4BEstimate of online rentals: $3BSo the market in 2011 was about $47.8B. Growth rate is essentially zero (0.4%).
