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ethbr1 21 hours ago

This. The lack of a Shield hardware refresh seems insane.

I get Nvidia (the company) has other priorities with higher revenue.

But they have a product, with proven product-market fit, that gives them a last mile connection with end users, in one of the highest utilization home spaces.

How has no one at Nvidia looked at that and said "I'm not saying we orient our entire focus around it, but shouldn't we at least fund it as a strategic priority?"

If datacenter revenue falls off, it's going to look awfully short-sighted not to have diversified customer base when they had the chance.