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returnInfinity 5 hours ago

And why should a business do that? Limited chip production capacity be spent on most profitable ventures.

blitzar 2 hours ago | parent | next [-]

You saying they should have gone all in on Crypto mining?

bigstrat2003 4 hours ago | parent | prev | next [-]

If I were Nvidia, I would give more attention to consumer GPUs to hedge my bets. When (not if) this AI bubble pops, their AI customers will become worthless to them very quickly as they won't be buying more GPUs. And when that day comes, I would want to still have consumers to sell to, rather than have them all buying from AMD because I ignored them.

armadyl 2 hours ago | parent | next [-]

the only way this argument works is if AMD somehow creates GPUs that run circles around nvidia and boxes them out price wise, and at the same them themselves don’t start prioritizing enterprise customers more. otherwise consumers will choose the best performing gpu possible, generally people don’t care about companies turning their backs on consumers in this way

bitfilped 2 hours ago | parent | prev [-]

Consumer GPUs are too small of a slice of their revenue to matter to them anymore.

bluescrn 40 minutes ago | parent [-]

Gaming created Nvidia

And now Nvidia is destroying gaming

fishcrackers 5 hours ago | parent | prev | next [-]

[dead]

tl2do 5 hours ago | parent | prev [-]

I should admit this is partly my personal preference. That said, gaming has been a durable market for decades, and there’s a strong cycle where better chips enable better games, which then drives more demand for better chips.

ravst3s 5 hours ago | parent [-]

That same virtuous cycle works for their data center segment

Every GW of Blackwell generates more revenue than the entire gaming business does in 1 year.