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by raincole11 hours ago |
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upvoteby jmalicki10 hours ago|
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NVidia is limited by the number of chips they can produce.

If you can fab 1000 chips, and can sell some for $500 and some for $80000 what are you going to do?

The game GPU is at once profitable, but causes them to give up far more profits than they're gaining from it.

They're maintaining the game market to have multiple markets and not go all in, but it's strategic hedging at this point. When NVidia makes a gaming GPU instead of a data center GPU they are leaving money on the table in the short term since they're constrained at the fab level.

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upvoteby m4rtink9 hours ago|
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This almost seems like we need a strategic reserve for semiconductors- kinda like we have it for food, to prevent suppliers from throwing it away when they are suddenly able to sell something much more lucrative.
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upvoteby jmalicki8 hours ago|
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The CHIPS Act in the US did set aside a reserve for older processes used for automobile, defense, and industrial semiconductors - but that's not gaming GPUs that used the previous process node.
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upvoteby m4rtink11 minutes ago|
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Sure, semiconductors for important industrial uses are critical & I agree gaming GPUs are much less critical. Still RAM & storage multiplying in price over such a short ammount of time also can't be good for the economy & society, so some sort of strategtic reserve could help there as well.
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upvoteby 10 hours ago|
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upvoteby rootusrootus10 hours ago|
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An alternative example would be Apple & the Mini 12 & 13. They made money on those, too, but here we are.
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upvoteby thrownawaysz10 hours ago|
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Which is distinctly different both in purpose and technology than the previous versions. DLSS 5 is no longer about frame improvements. It’s about increasing graphical fidelity with active AI rendering.

DLSS 5 is trying to relight and retexture the scene using AI. DLSS 4 is just trying to take a lower quality image and upscale it using AI

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upvoteby raincole10 hours ago|
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Thank for explaining what DLSS5 is! I don't think it has anything to do with "Nvidia is going to give up gaming market" narrative though.
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upvoteby chis10 hours ago|
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Nvidia is limited by the number of engineers they have. It might turn out that the AI market is so lucrative that it’s best to reallocate their gaming-focused engineers to AI.

Apple TV is at least a growth market for them, whereas gaming is sort of capped and clearly a tiny piece of nvidia’s revenue atm.

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