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HoloDust said:
sc94597 said:

We already have ASICs in the form of TPUs  and other NPUs. Most companies (the behemoth that is Google excepted) don't invest in them, despite their efficiency gains, because they don't want to be stuck with hardware they can't use if the architecture-requirements shift, which is far less arbitrary than crypto-mining and can happen very unpredictably. GPUs are less efficient but less risky investments. There is also the software-hardware ecosystem inertia. 

Can't say I follow AI market much (apart from what's directly tied to my job), just extrapolating from previous trends and articles like this one:

https://venturebeat.com/infrastructure/inference-is-splitting-in-two-nvidias-usd20b-groq-bet-explains-its-next-act

Anyhow, I expect if nVidia and AMD ditch consumer GPU market (for the most part), that there will be other players who will jump in.

There's not many companies that can make GPUs, it's why even Sony/Nintendo/Microsoft are basically stuck choosing between AMD or Nvidia most of the time. 

To create some new GPU gaming architecture that could viably compete would be a massive undertaking for someone else and they would hamstrung by the same modern reality of chip production ... things like RAM and other key components are going to be sky high because every bit of that which goes into some gamer's GPU could have been used for a more profitable AI server instead. 

Last edited by Soundwave - on 03 January 2026