NVIDIA: no longer a graphics company
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Netherwind
Time for AMD to step up 😉
Astyanax
AMD is a processor company.
Korc
Time for Radeon to step up then :P
Horus-Anhur
NVidia is probably making more money in one year of selling AI chips, than in a decade of selling GPUs for gaming.
So it's no wonder they are going all in into the AI market.
HybOj
Do it. You wont be missed. That dude wont even make a sentence where he thanks for years of support from gamers. Just go, Jacket man.
mackintosh
Like it or not, one of the best CEOs in the business. Reinventing and pivoting like a true master.
rl66
BUT they are still doing GPU...
It's like AMD doing CPU, GPU, Network chip.
So don't worry we will sill be able to buy entry level NVidia GPU (because: 1) other GPU are too expensive, 2) other GPU are reserved for AI, 3) To rise fund they have sold the whole stock to scalper...)
Nothing will change, even the name will be the same. lol
fr33x74
ftfy
mackintosh
They're obviously not going to exit the market. That would make no sense. What may however happen is a shift in priorities. We could be looking at prolonged stagnation and many unexciting refreshes.
Horus-Anhur
This will probably mean less investment in R&D for gaming GPUs.
So we are probably going to have fewer advancements with each generation, going forward.
Krizby
Or they could just keep the current R&D budget o_O.
If Elon Musk can successfully manage 3-4 companies, I don't imagine how Nvidia can't do the same with multiple businesses, especially when AI is doing all the heavy lifting anyways; they can just build new AI supercomputer after supercomputers...
Horus-Anhur
Why should they keep the same budget on graphics, when AI is dozens times more profitable.
And this is what Jensen just said, they focus now is AI.
Krizby
Why should they be stingy after amassing massive amount of dough though.
If they spend more R&D on AI instead of Gaming, that doesn't mean they are cutting budget on Gaming at all.
Horus-Anhur
Because money is cheap, but high quality engineers are rare.
fantaskarsef
Well, I guess gaming segment will still be around, but I don't see them doing more than they are doing now in the future, if anything, less, I'm with @Horus-Anhur in that regard.
They will continue to sell gaming products for one simple reason: they can't make AI cards with low end or partially defective chips.
Gaming GPUs have been the left overs from pro cards for years now, nothing has changed since that; I'm only worried about how much engineering does get taken away from the gaming division, coders that are massively invested in DLSS (already an AI technology since 2019) or frame generation (oddly enough, as simple as it gets in principle, yet becomes complicated when trying to read the meta data between frames). They probably won't be working for GPU drivers or renderers anymore, they might just go for AI training and improving machine learning code.
That said, I doubt that AMD or Intel will surpass Nvidia in gaming performance anytime soon. It's just that Nvidia prices will increase even further, with AMD following suit quickly (and no outcry since it's ok if AMD does increase prices massively), and Intel may or may not try to grab the lower end segment of the cake, as in lower end gaming cards, lower end agnostic machine learning cards for education usage etc.
But one thing's underrated with us hobbyist gamers here: The power of marketing. Jensen probably only is playing buzzword bingo and tries to get Nvidia's stock to end up in everybody and their grandma's tech ETF to increase trade volume in the long term. Also, it looks good if you (the company's shares) end up on some investor's shopping or inventory list in a bigger percentage. Like Tesla's probably still kept afloat by Mrs. Woods and her ETFs...
Ghosty
I'm all for deep learning. DLSS3 is a master peace of coding when used correctly in games.
Krizby
The whole point behind AI is that there are less human involved o_O.
Take DLSS for example, it's on a continuous feedback loop to improve itself...
H83
I think people are overreacting a bit, he didn`t say that Nvdia was going to leave the gaming martket, only that the company evolved from a graphics company to one that provides different solutions that can leverage GPUs.
This is something that ocurred 10 years ago, at least.
Of course right now is going to cater mostly to the AI crowd, because of those tasty margins, but the gaming part is going to continue, at least for the foreseeable future.
schmidtbag
What does the P in GPU stand for? What is the make of Radeon models?
I don't like it but I agree. Huang did earn his place as far as I'm aware. I don't recall Nvidia playing any egregiously dirty tactics to get ahead; they just simply figured out how to outdo their competition. I just wish they weren't so egocentric.
I'm not that concerned with enhancements because real-time ray tracing was pretty much the only thing we really needed to achieve life-like detail. The rest is down to artists and optimization. So long as their gaming GPUs remain similar to the server models, we should still see performance enhancements, even if the technology is otherwise getting stale.
I'm more concerned about price point. Like Threadripper, GeForce is getting a little too comparable to the server counterparts. With a much lower price point but higher clock speeds, sometimes these chips make a lot more sense, depending on the workload. That means we're going to face a similar situation to the mining craze. Prices will either go up because of demand, or because Nvidia is catching on and they're not about to let their profit margins get cut into.
And of course, this will affect AMD's prices since they always price themselves relative to Nvidia.
Undying
Nvidia catering the AI crowd and look how 40 series turned out. They'll probably leave the gaming market in a few generations only focusing on AI completely.
