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ConservagameR on 18 March 2023
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Cyran said:
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.  

Then why hasn't Nvidia bailed on gamers already if it's such a waste of their time?

haxxiy said:

Nvidia's main business has been CUDA and data centers for about a decade, so nothing new there.

In the context of investors asking why Titan/x090s are being sold for less than $2000 when they could be $8000 Teslas, one might even wonder why they keep bothering with gaming GPUs... of course, though, if the gaming market was simply left to AMD and Intel, their GPU divisions would eventually have the R&D and expertise to develop more capable accelerators and strongly challenge Nvidia at the higher end.

(Like AMD saved enough pennies just from consoles to come up with Zen and challenge Intel's almighty cashcow Xenon with Epyc.)

That's why a shift from GeForce to Radeon wouldn't really be the answer. For a short while yes, but as you say, then AMD probably put's that money to good company use, which will be used for higher margin tier cards, beyond gaming. Then you've gotta switch to Intel, and then who after that?

Everybody boycotting gaming cards would be a huge signal to AMD and Intel that there's a perfect opportunity to flip the gaming GPU market, which would give them way more incentive to offer something much better for the consumer. It would also let Nvidia know they need to smarten up a lot or else. If Nvidia were to just bail on gamers at that point, then that's a pretty clear sign to gamers they shouldn't have been giving Nvidia their hard earned money.