This makes a lot of sense and I learned a lot- thank you EC!
]]>Thank for you Timothy for providing additional clarity and perspective. 🙂
]]>Agree with TPM. Nvidia generally dominates the desktop PC Gaming market place with somewhere between 70-80% of the add-in card market share and higher than that in the ProVis segment. The “challenges” you inquire about are an over-inventory situation, which time will resolve in the near term. Long term, abandoning a very lucrative market like gaming doesn’t make sense. Streaming gaming services (via cloud or data center based gaming) will grow to dwarf Nvidia’s PC gaming add in card business (in many years). Nvidia will earn revenue in two areas, hardware sales to CSPs and software subscription sales to end users.
]]>It seems highly unlikely. The gaming business gives Nvidia the volume and a CUDA platform on every desktop. The pro viz business gives them render and inference engines. A lot of logic blocks are moved between the datacenter and the other two sets of customers. Nvidia would lose so much scale if it did that.
]]>Thank you for the insights. Do you anticipate NVIDIA ultimately abandoning the gaming market to focus exclusively on the data center in light of the challenges they are having there now?
]]>H100 will ship for years in a multitude of configurations. Dedicated transformer hardware and the CUDA stack assures it will be SOTA for some time to come. Nvidia’s regular software performance kickers are a thing of beauty. Makes one wonder when all the AI chip startups — even AMD and Intel — exhaust their ML budgets chasing, with little business to show, and with little hope of catching up. I can’t help recalling how many competitors said emphatically Nvidia “lucked” into the ML business, and “GPUs aren’t purpose-built” enough so had little in the way of a future. Yet Grace ships next year in what’s looking likely to provide another performance boost, this time on the system level. Nvidia just keeps seeing and raising the pot. The rest of us are made to wonder when all the purpose-built parts are going to show up and provide more than a press release to try and wrestle the crown away…
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