>That's a heavy bet on ML and crypto Well, yes that is the point. My theory is that the gaming market for GPUs is well understood. I don't think there are any

>That's a heavy bet on ML and crypto Well, yes that is the point. My theory is that the gaming market for GPUs is well understood. I don't think there are any lurking surprises on the number of new gamers buying high-end PCs (or mobile devices with hefty graphics capabilities) in the foreseeable future. However, if one or more of the multitude of new start-ups entering the ML and crypto (-currency) space end up being the next Amazon/Google/Facebook then that would be both unforeseeable and unbelievably transformative. Maybe it won't happen (that is the risk) but my intuition suggests something is going to come out of that work. I mean, it didn't work out for Sony when they threw a bunch of SPUs in the PS3. They went back to a traditional design for their next two consoles. So not every risk pans out!