Not necessarily. So many of the improvements would anyway have a dual use, and it's not like their margins in the gaming/end user GPU business are razor thin. M

Not necessarily. So many of the improvements would anyway have a dual use, and it's not like their margins in the gaming/end user GPU business are razor thin. Moreover, the volume is probably immensely higher, so despite lower per-unit profit, they probably make it up in quantity. Won't be like this forever given the different speeds at which the 2 sectors grow, but it's gonna be some time before the roles are reversed.