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It's hard for me to believe they'll put 100% of their eggs into the AI basket, even if it's insanely more profitable than consumer GPUs at the moment. AI is si
by JohnBooty 9mo ago
It's hard for me to believe they'll put 100% of their eggs into the AI basket, even if it's insanely more profitable than consumer GPUs at the moment.
AI is simultaneously a bubble and here to stay (a bit like the "Web 1.0" bubble IMO)
Also, importantly, consumer GPUs are still an important on-ramp for developers getting into nVidia's ecosystem via CUDA. Software is their real moat.
There are other ways to provide that on-ramp, and nVidia would rather rent you the hardware than sell it to you anyway, but.... I dunno. Part of me says the rumors are true, part of me says the rumors are not true...