Nvidia should have split the company into a home consumer company and a separate AI chip company.
NVIDIA should be forced to have to split the company into a home consumer company and a seperate AI chip company.
FTFY
How exactly would that work? They still use the same microarchitecture so one would have to license that to the other and they’d also be natural competitors because whoever is left making the consumer chips would naturally want to also partake in the other market
Doesn’t Samsung work exactly this way?
If they were separate divisions in the same company, each with their respective target audiences, it should be fine. Something like Toyota & Lexus for example. Sure you can get a spiffy luxurious Camry, but it’s obviously not the same target audience as an LS450.
And I feel like in time the structure of the architecture in gaming focused cards will deviate from the AI focused ones, which we’re already seeing to some degree.
Funny how Nvidia spent years telling gamers they were the future, only for AI data centers to become the favorite child. Huang leaving might accelerate that shift, but blaming one CEO’s exit for expensive GPUs is generous. The real problem is that selling chips to billion dollar AI customers makes gamers look like a side quest.
Nvidia made GPUs for gamers? Recently? Where?
Their consumer revenue is now higher than their total revenue 3 or 4 years ago so unit counts can’t have gone down THAT much. I see a ton of graphics cards for sale, only 5090s are limited to 1 per buyer
Nooooo 😭. I need something stronger than my stupid 5090. This is no life like this.
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