The market for video game hardware is absolutely puny in comparison to the datacenter GPU boom.

I saw it put quite well in a comment on reddit:

> In 2020, the gaming segment was 47% of revenue at around 8 billion. Today it's doubled to 16 billion, or 7% of revenue. That's right, data center went from 6 billion 2020 to around 198 billion today.

Even if gaming revenue doubles again when the AI bubble pops, their total revenue will still drop by something like 80%. I'm neither smart nor dumb enough to be confident about whether that's something Nvidia can survive.

I think Nvidia surviving is pretty certain. They are not particularly leveraged to my understanding and their commitments are for their own products. Debt is at 12,34 billion so not that much even at their gaming revenue comparison.

Now their market cap is most likely destroyed for forever... Still I little doubts about them continuing to exist.

yeah you can't expect gamers to pay enormous "investment bank money" just to play games...

plus, even old gpus run games fine