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I'm half joking but if this AI boom continues we're going to see Nvidia exit from consumer GPU business. But Jensen Huang will never do that to us... (I hope)
by httpz 10mo ago
I'm half joking but if this AI boom continues we're going to see Nvidia exit from consumer GPU business. But Jensen Huang will never do that to us... (I hope)
- goda90 10mo agoThey are already making moves that might suggest that future. They are going to stop packaging VRAM with their GPUs shipped to third-party graphics card makers, who will have to source their own, probably at higher cost.
- bpye 10mo agoI think Nvidia realises that selling GPUs to individuals is useful as it allows them to develop locally with CUDA.
- pizlonator 10mo agoThis is a huge reason.
- tomasphan 10mo agoThere is a couple reasons why Jensen won't take off the gaming leather jacket just yet: 1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards. 2. Its a market defense to keep other players down and keep them from growing their way into data centers. 3. Its profitable (probably the main reason but boring) 4. Hedge against data center volatility (10 key customers vs millions) 5. Antitrust defense (which they used when they tried to buy ARM)
- BizarroLand 10mo ago6. Techies who use NVidia GPUs in their PCs are more likely to play with AI and ultimately contribute to the space as either a developer or a user
- darth_avocado 10mo ago7. Maybe just don’t put all your eggs in one basket, especially when that basket is an industry that has yet to materialize its promise.
- WhereIsTheTruth 10mo agoThey'll access GPUs through their company VPN If they're unemployed, they'll just rent from the cloud How many of you still manage your own home server?
- hyperbovine 10mo ago> 1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards. No way that is true any more. Five years ago, maybe. https://www.reddit.com/r/pcmasterrace/comments/1izlt9w/nvidias_gaming_revenue_is_now_7_from_total/?rdt=51736 https://www.reddit.com/r/pcmasterrace/comments/1izlt9w/nvidi...
- tuetuopay 10mo agoon the contrary. this is the place they can try out new tech, new cores, new drivers, new everything with very little risk. driver crash? the gamer will just restart their game. the AI workload will stall and cost a lot of money. basically, the gaming segment is the beta-test ground for the datacenter segment. and you have beta testers eager to pay high prices! we see the same in CPUs by the way, where the datacenter lineup of both intel and amd lags behind the consumer lineup. gives time to iron out bios, microcode and optimizations.
- bluescrn 10mo agoMight almost be a good thing, if it means abandoning overhyped/underperforming high-end game rendering tech, and taking things in a different direction. The push for 4K with raytracing hasn't been a good thing, as it's pushed hardware costs way up and led to the attempts to fake it with AI upscaling and 'fake frames'. And even before that, the increased reliance on temporal antialiasing was becoming problematic. The last decade or so of hardware/tech advances haven't really improved the games.
- swinglock 10mo agoThe latest DLSS and FSR are good actually. Maybe XeSS too.
- babypuncher 10mo agoThe push for ray tracing comes from the fact that they've reached the practical limits of scaling more conventional rendering. RT performance is where we are seeing the most gen-on-gen performance improvement, across GPU vendors. Poor RT performance is more a developer skill issue than a problem with the tech. We've had games like Doom The Dark Ages that flat out require RT, but the RT lighting pass only accounts for ~13% of frame times while pushing much better results than any raster GI solution would do with the same budget.
- snuxoll 10mo agoThe literal multi-million dollar question that executives have never bothered asking: When is it enough? Do I, as a player, appreciate the extra visual detail in new games? Sure, most of the time. But, if you asked me what I enjoy playing more 80% of the time? I'd pull out a list of 10+ year old titles that I keep coming back to, and more that I would rather play than what's on the market today if they only had an active playerbase (for multiplayer titles). Honestly, I know I'm not alone in saying this: I'd rather we had more games focused on good mechanics and story, instead of visually impressive works that pile on MTX to recoup insane production costs. Maybe this is just the catalyst we need to get studios to redirect budgets to making games fun instead of spending a bunch of budget on visual quality.
- officeplant 10mo agoHonestly, I'd prefer it. It might get AMD and Intel more off their ass for GPU development. I already stopped buying Nvidia gpus ages ago before they saw value in the Linux/Unix market, and I'm tired of them sucking up all the air in the room.
- cmsj 10mo agoIntel GPUs are probably not going to last much longer, considering they did a deal with nvidia for integrated GPUs.
- CTDOCodebases 10mo agoThe way things are going no one will be able to afford a PC. Instead we will be streaming games from our locked down tablets and paying a monthly subscription for the pleasure.
- 20after4 10mo agoYou will own nothing and be happy.
- venturecruelty 10mo agoWhy would anyone sell a handful of GPUs to nobodies like us when they could sell a million GPUs for thousands apiece to a handful of big companies? We're speedrunning the absolute worst corpo cyberpunk timeline.
- kelnos 10mo agoBecause when you lose even one of those big companies in your handful, it tanks your business. Customer diversity is a good thing. And they're not selling a handful of GPUs to nobodies like us; they're selling millions of GPUs to millions of nobodies.
- whatevaa 10mo agoThey will constrain supply before exiting. It's just not smart exiting, you can stop developing and it will be a trickle, also will work as insurance in case AI flops.
- leoc 10mo agoIn the words of Douglas Adams, there are those who say that this has already happened.
- Brainlag 10mo agoJensen is to paranoid to do it. But whoever comes after him will do it ASAP.
- Macha 10mo agoThey did get burned when crypto switched to dedicated hardware and nvida were left with for them huge surpluses of 10xx series hardware. But what they’re selling to AI companies now is a lot more different from their consumer gear
- adrr 10mo agoKeep the retail investors happy so they keep pumping your stock.
- pabs3 10mo agoWonder if Google will ever start selling TPUs.
- gnabgib 10mo agoBeyond the Coral, you mean? https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Edge_TPU https://en.wikipedia.org/wiki/Tensor_Processing_Unit#Edge_TP...
- pabs3 10mo agoI was thinking large ones, to other AI companies.
- cmsj 10mo agoThey already have: https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-swing-at-the https://newsletter.semianalysis.com/p/tpuv7-google-takes-a-s...