sc94597 on 02 February 2025
I mean, it is pretty obvious why they have gone all in with deep-learning acceleration hardware and built out the software infrastructure for it as well.
vs.
Even if the data-center bubble busted to 50% of its current state (which probably won't remain the case in the medium term given Jevons Paradox), that is still roughly 3.2 times its gaming revenue.
Breaking even profit-wise on a consumer GPU that even very few consumers buy isn't bad when you have high profits in the other 90% of your business.
But yeah, that is probably why 5090 stock is so low.
Essay Pro