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> they know it's a bubble, Especially for nvidia, who have been badly burned by crypto bubbles going from 100->0 very rapidly in the past and ending up with ma
by Macha 2y ago
> they know it's a bubble,
Especially for nvidia, who have been badly burned by crypto bubbles going from 100->0 very rapidly in the past and ending up with massive oversupply of both used and new GPUs.
Especially given the AI people are buying dedicated business GPUs and not gaming ones like the crypto miners were, that's probably good news for gamers that nvidia haven't gone full bore AI only. If they were, it wouldn't make sense to spend fab time on a new series of gaming GPUs as they have leaked they're doing.
- trashtester 2y agoIn the case of Nvidia, I don't think they see gaming GPU's and AI as being in direct competition with each other. Continuing to also produce gaming products give a few advantages, besides simply to serve as something to fall back to if the AI boom turns out to be a bubble. For instance: - Having consumer GPU's out there has marketing effects and can also increase the population of developers who experiment with AI development. - Consumer GPU's can be built with cheaper memory types (no HBM needed) and less efficient process technologies (like when the 30-series used Samsung's). - Having an installed base of consumer GPU's out there allow AI companies to deploy AI products (inference) to edge devices. - Related to the previous: In the future, AI technology, VR, gaming and TV/film may merge into a single entertainment class, with everything happening or being told in an interactive VR environment, complete with fully AI agents acting within. Having much of the processing power in the edge device may increase the quality of such experiences, and may cause consumers to be willing to significantly increase spending on such products.