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▲ Wheen 3 hours ago

They literally don't even mention gaming revenue in earnings calls anymore. It's lumped in an "edge computing" category.

▲mushufasa 3 hours ago | parent [-]

is that true? if so that's wild, since they're still dominant in the gaming market as the premium hardware relative to competitors.

▲Fordec 2 hours ago | parent | next [-]

It's true. It says a bunch about their competitors where Nvidia isn't at their a game and have been offering 8Gb cards for a solid decade and nobody out competed them. But also gamers pride themselves on how cheap they are and how they can get a deal, it's not surprising that companies simply just give Nvidia more cash.

▲mcmcmc 2 hours ago | parent | prev | next [-]

TAM for the PC gaming consumer market is trivial compared to enterprise AI

▲georgemcbay 2 hours ago | parent | prev [-]

> is that true? if so that's wild, since they're still dominant in the gaming market as the premium hardware relative to competitors.

Doesn't seem that wild to me considering it is less that they abandoned the gaming market to any strong competitors and more that the gaming market is both basically irrelevant compared to the money being shoveled into AI and is also to some degree being strangled to death by AI because of the overlap in supply chain inputs.