I think the point they are trying to make is… Huang may have seen a time when gamers were a part of their base… the new CEO will likely start from the position of datacenters only.
Lets put it this way, we’re downgrading from Mike Pence to JD Vance… yes the bar was on the floor… but they will find a way to go so much lower.
He’s always pushed side stuff, like robots and AR and artificial datasets, even in the LLM boom. But he literally designed their first GPU; I think he was there too long to ever lose graphics as a priority in his mind.
Graphics isn’t just gaming. It never was. It’s forever been a mix of workstation stuff too.
The fear is that a new CEO will just look at Nvidia as an AI ASIC maker, specifically.
Consumer GPUs gave them foot in the door for AI developers and research. It would be super stupid to do that. But next couple quarterly reports will gain a point or two though. Totally worth it to saw off your legs.
Say you have the tooling to make X number of processors to split between Product A and Product B. Yeah, A got you started, but now it’s 10% (or less!) of your total profit. It’s a no-brainer to put that manufacturing soley into B.
Combine that with the fact that PC builders are an ever shrinking market. Hell, even having a PC is becoming rare. I’ve never bought a factory PC in my life, but I’m on a NUC I got from my last company and may just ride with those for the foreseeable future. Nothing to do with RAM prices! I simply don’t have a need for a monster, power sucking unit when a 4" x 2" box does it all.
Did Don Huang really still have gamers as a priority anymore, though?
I think the point they are trying to make is… Huang may have seen a time when gamers were a part of their base… the new CEO will likely start from the position of datacenters only.
Lets put it this way, we’re downgrading from Mike Pence to JD Vance… yes the bar was on the floor… but they will find a way to go so much lower.
More reason for anyone to make the bubble burst faster.
He’s always pushed side stuff, like robots and AR and artificial datasets, even in the LLM boom. But he literally designed their first GPU; I think he was there too long to ever lose graphics as a priority in his mind.
Graphics isn’t just gaming. It never was. It’s forever been a mix of workstation stuff too.
The fear is that a new CEO will just look at Nvidia as an AI ASIC maker, specifically.
Consumer GPUs gave them foot in the door for AI developers and research. It would be super stupid to do that. But next couple quarterly reports will gain a point or two though. Totally worth it to saw off your legs.
Say you have the tooling to make X number of processors to split between Product A and Product B. Yeah, A got you started, but now it’s 10% (or less!) of your total profit. It’s a no-brainer to put that manufacturing soley into B.
Combine that with the fact that PC builders are an ever shrinking market. Hell, even having a PC is becoming rare. I’ve never bought a factory PC in my life, but I’m on a NUC I got from my last company and may just ride with those for the foreseeable future. Nothing to do with RAM prices! I simply don’t have a need for a monster, power sucking unit when a 4" x 2" box does it all.