This is classic short term thinking. Whether or not AI is a bubble like the dot com bubble remains to be seen. But gamers have been buying Nvidia since before the dot com bubble and it is a market demand that has existed for a long time and will continue indefinitely. It doesn't make sense to cede this market to AMD.

I purposefully compare AI boom with the dot com bubble because we all knew how important the internet became eventually, but investments in it were way ahead of its time.

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MostlyStable 2 days ago | parent [-]

I pretty explicitly mentioned that possibility. I'm just a bit skeptical that, even if they completely abandoned the consumer GPU market, that they wouldn't be able to get back into it in 5 years or so when/if the bubble bursts. The longer they are out, the harder it would be to get back in with non-trivial market share (since the longer they are out the more their brand would have eroded), but also, the longer they are out, the more money they would have left on the table by staying in for so long.

	▲	tempest_ 2 days ago \| parent [-]
		They pretty much are doing the bare minimum in the gaming space already. It is a false dichotomy. They can spend the bare minimum to stay in the game card market while fabing AI cards. At this point that is just an insurance premium.