ConservagameR said:
Not a chance things go back the easy way, especially since it's money we're talking about. Whenever there are money problems high enough up the chain, they'll always get covered up and patched for the time being, only to get patched later again, unless someone rich screwed someone else rich over, then they might make an example of them and ruin them. There's only the hard way now. Whether consumers fix it by purposely standing together and refusing to buy, leading to big enough losses that shareholders bail out in droves, at least the worst short game holders, which forces the company to smarten up, for a time, or whether things have to actually crash, hurting the (stock) markets bad enough that they finally are forced to change for the better, the hard way is the way it get's fixed. That or pray for a true revolution when it comes to GPU chip design and manufacturing, and pray hard. |
Here the problem, every single gamer could decide to stop buying Nvidia GPUs today and they still have a decent chance to have record profits over the next couple years. With all the Hype around ChatGPT 4 and the many start up we starting to see with tons of money to spend that entire business model relies on licensing the use of ChatGPT and other AI models, the demand for NVidia expensive AI focus GPUs going to sky rocket.
All signs pointing to over the next couple years AI going to become a much bigger way of how businesses' operate. Some of the recent Microsoft Copilot demos been impressive and it only going to get better and NVidia is in the best position to provide the GPU to run these AI models.
Just look at articles like
https://www.digitaltrends.com/computing/microsoft-explains-thousands-nvidia-gpus-built-chatgpt/
This looking to be even more profitable and more sustainable for NVidia then the mining boom.