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Why would they want to do that? The only sector that matter to nvidia is datacenter, its where 90%+ of their profits are. Making their consumer sector even less

Why would they want to do that? The only sector that matter to nvidia is datacenter, its where 90%+ of their profits are. Making their consumer sector even less profitable just seems like a waste of time

moogly 1y ago
How about positive mindshare? Regular people not growing up absolutely hating nvidia's guts and only begrudgingly buying their products. Also ensuring that a pretty big industry won't die from becoming too expensive. Plus, diversification is good for when the bubble inevitably bursts. But that's long-term thinking and we can't have that. People give Huang credit for having had a long-term vision on AI, but it feels like he definitely has blinders on right now.
- senordevnyc 1y ago
  The consumer gaming card market is minuscule in comparison to their primary market now, to the point where worrying about diversifying there probably doesn’t make sense. Nor does it really matter whether consumer gamers hate them. That is likely to have zero effect on their core customer now.
  - Eisenstein 1y ago
    Underestimating compounding and secondary effects, especially while rationalizing the abandonment of their core market and capability is one of the most famous ways that big companies provide evidence of their downward spiral. I can feel the MBA energy from here.
    - senordevnyc 1y ago
      Can you name any companies that suffered by switching focus away from one market where they dominate in order to also dominate a market that is 10x the size of the first market already, and growing faster?
      - deleted 1y ago
        [deleted]
      - Eisenstein 1y ago
        Every specific situation is different, but the pattern I mentioned is easy to find. Here are three examples: RCA, GE, HP.
  - rangestransform 1y ago
    CUDA is where it is today because some years ago, people in grad school screwed around with CUDA on their personal gaming PCs
- creer 1y ago
  > How about positive mindshare? Does anyone who can afford an nvidia card actually buy something else? Yes some people hate nvidia, but it's not like they have a hard time selling cards.

moogly 1y ago

How about positive mindshare? Regular people not growing up absolutely hating nvidia's guts and only begrudgingly buying their products. Also ensuring that a pretty big industry won't die from becoming too expensive. Plus, diversification is good for when the bubble inevitably bursts. But that's long-term thinking and we can't have that. People give Huang credit for having had a long-term vision on AI, but it feels like he definitely has blinders on right now.

senordevnyc 1y ago
The consumer gaming card market is minuscule in comparison to their primary market now, to the point where worrying about diversifying there probably doesn’t make sense. Nor does it really matter whether consumer gamers hate them. That is likely to have zero effect on their core customer now.
- Eisenstein 1y ago
  Underestimating compounding and secondary effects, especially while rationalizing the abandonment of their core market and capability is one of the most famous ways that big companies provide evidence of their downward spiral. I can feel the MBA energy from here.
  - senordevnyc 1y ago
    Can you name any companies that suffered by switching focus away from one market where they dominate in order to also dominate a market that is 10x the size of the first market already, and growing faster?
    - deleted 1y ago
      [deleted]
    - Eisenstein 1y ago
      Every specific situation is different, but the pattern I mentioned is easy to find. Here are three examples: RCA, GE, HP.
- rangestransform 1y ago
  CUDA is where it is today because some years ago, people in grad school screwed around with CUDA on their personal gaming PCs
creer 1y ago
> How about positive mindshare? Does anyone who can afford an nvidia card actually buy something else? Yes some people hate nvidia, but it's not like they have a hard time selling cards.