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| ▲ | anvuong 6 hours ago | parent | next [-] | | This is the worst take I've seen in a while on HN. Nvidia doesn't make games, and for its case, they can either sell the same die as a gaming GPU for $2,000, or as a server GPU for >$30,000, the math is simple and obvious, which is why the stock jumps. Epic doesn't have anything else besides the gaming market. And the gaming market is huge, it's more than music and movies combined, so please just stop spilling bullshit. | | |
| ▲ | yifanl 6 hours ago | parent [-] | | Is the gaming market huge or is it 1/15th as valuable as an alternative for investors? Even if the answer is both, what's the net effect of this? |
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| ▲ | applfanboysbgon 6 hours ago | parent | prev [-] | | Nvidia doesn't make games, this is one of the worst takes I've ever seen on this site. | | |
| ▲ | yifanl 6 hours ago | parent [-] | | They made products that were effectively only targeted at the gaming audience, and when they pivoted, they were rewarded substantially, as the wider market recognizes how small the niche they used to be in was compared to where they are now. | | |
| ▲ | jasondigitized 6 hours ago | parent | next [-] | | Because of basic economics. The opportunity size of AI for NVidia is unlike anything we have ever seen. Of course they pivoted. | |
| ▲ | applfanboysbgon 6 hours ago | parent | prev [-] | | You have literally no fucking clue what you're talking about. The games industry is ~200 billion dollars per year. Film is 30, music is 60. Not only are games the largest entertainment sector, nothing else is even close. A hardware company pivoting to the AI bubble has literally nothing to do with the profitability of software. |
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