I mean, I'm surprised Nvidia even bothers with dedicated GPUs now and for how long since that silicon wafer could be better used to sell AI cards with much bigger margins.
Wouldn't be surprised in 10 years that Nvidia is out of dedicated GPUs. Streaming tech will likely be in another league than nowadays also.
I doubt Nvidia will leave the GPU market. It might not be as profitable as the AI clusters, but it is profitable.
More important, it's the entry gate for the Nvidia ecosystem. Be it computer students or small business, they will use Nvidia GPUs, and CUDA and AI tools.
They will be trained and used to using nvidia software and hardware.
There is a reason why Microsoft used to give away licenses to students, schools and universities. It was to make sure that everyone knew how to use Windows, not MacOS, not Linux.
So when a company hired people, it was much cheaper to buy an enterprise license, than to re-train everyone to use some other OS.
But gaming GPUs will become a third focus for Nvidia. Well behind the AI and professional market.
Every architecture will be developed with AI and the professional market in mind. And then adapted for gaming.
I really doubt cloud streaming will ever not suck. Unless we find a way to break the laws of physics and transfer data at a speed faster than light, latency will always be much worse, than a local machine.