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If I were Nvidia, I would give more attention to consumer GPUs to hedge my bets. When (not if) this AI bubble pops, their AI customers will become worthless to
by bigstrat2003 8mo ago
If I were Nvidia, I would give more attention to consumer GPUs to hedge my bets. When (not if) this AI bubble pops, their AI customers will become worthless to them very quickly as they won't be buying more GPUs. And when that day comes, I would want to still have consumers to sell to, rather than have them all buying from AMD because I ignored them.
- bitfilped 8mo agoConsumer GPUs are too small of a slice of their revenue to matter to them anymore.
- bluescrn 8mo agoGaming created Nvidia And now Nvidia is destroying gaming
- armadyl 8mo agothe only way this argument works is if AMD somehow creates GPUs that run circles around nvidia and boxes them out price wise, and at the same them themselves don’t start prioritizing enterprise customers more. otherwise consumers will choose the best performing gpu possible, generally people don’t care about companies turning their backs on consumers in this way
- ChoGGi 8mo agoThey don't need to run circles, just be close enough for a good enough price.