are we watching disruption happening?

[famousringo]

zarx said:
Intel have been making server and super computer CPUs for years. They are still the leaders in the PC space and are not going anywhere any time soon in fact the lack of competition from AMD is allowing both Nvidia and Intel to keep prices high and improve margins.

Nvidia may be expanding into other areas but that doesn't mean they are going to suddenly stop making GPUs for desktops any time soon. Even with APUs (or whatever you want to call them) from both AMD and Intel have eaten a lot of the low end market. The mid tier cards and up is still a profitable market.

The only player who may drop out of the PC gaming hardware market any time soon is AMD.

Eh, Intel isn't going to drop dead, but their margins are being threatened, some might say collapsing:

http://online.wsj.com/article/SB10001424127887324030704578427062777641762.html

PC sales are going nowhere but down, and if Intel is going to earn any ground in mobile, it's going to have to accept smaller margins than it commands for PC parts.

NVIDIA's in a different position. People who buy discrete GPUs are the top-end users, who are generally the last customers to succumb to disruption. More importantly, it's carved out a strong position in mobile SoCs, which probably won't ever be as lucrative as selling PC silicon can be, but at least it has growth opportunity.