Nvidia says they’re not a gaming company anymore as AI drives record-breaking revenue
- Thread starter adamsapple
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Hudo
Gold Member
I think Nintendo would've made a multi-year contract with SK Hynix.
Edit: Oh you mean Nvidia not delivering the SoC. I mean, they've also probably made a multi-year contract. And I think Nvidia are actually quite glad to sell their SoC stuff to Nintendo. No one else seems to be interested.
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Not at all. The CEO was just saying that their business has evolved beyond only making gaming GPUs.
It's yet another thread based on a clickbait headline of an article.
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They already got in trouble for claiming to be a game company when crypto was bigger than AI and gaming too.
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LiquidMetal14
hide your water-based mammals
I'm one of those piece of shite 5090 owners!
Unknown Soldier
Member
Meanwhile Nvidia are the only ones who released a hotfix driver to fix something Microsoft broke in Windows that harms game performance
But sure whatever narrative my man Adam wants to push
But sure whatever narrative my man Adam wants to push
StereoVsn
Gold Member
No, blame hyperscalers buying up 100s of thousands AI GPUs which each run $20-40K.
falconhoof
Member
Good.
The acceleration of hardware has far outpaced the level of hardware utilization. We could put a pause on hardware development for 10 years and we'd still see magical gains made in the gaming space. It takes a long time to pull out the best of hardware and for too long developers haven't had the chance which has had a knock on effect of poor optimization causing higher system demands.
This is what has made seeing what developers can do on older hardware more special. Seeing people pull out new tricks on decades old hardware just shows what can be done with a mature knowledge base. Just look at how much platforms like PS1/PS2 gained over the course of their life span, or go back further to the C64.
10 years of AMD getting up to par and hardware improvements being more about price reduction through better tooling would be great.
Nvidia launched as a company mission to charge more per hardware revision (Read Jenson's biography). They chose the path of premium hardware to make most money and win by staying at the top. Affordability was never the desire for them. Games are entertainment, they should be affordable so more can enjoy.
The acceleration of hardware has far outpaced the level of hardware utilization. We could put a pause on hardware development for 10 years and we'd still see magical gains made in the gaming space. It takes a long time to pull out the best of hardware and for too long developers haven't had the chance which has had a knock on effect of poor optimization causing higher system demands.
This is what has made seeing what developers can do on older hardware more special. Seeing people pull out new tricks on decades old hardware just shows what can be done with a mature knowledge base. Just look at how much platforms like PS1/PS2 gained over the course of their life span, or go back further to the C64.
10 years of AMD getting up to par and hardware improvements being more about price reduction through better tooling would be great.
Nvidia launched as a company mission to charge more per hardware revision (Read Jenson's biography). They chose the path of premium hardware to make most money and win by staying at the top. Affordability was never the desire for them. Games are entertainment, they should be affordable so more can enjoy.
ChorizoPicozo
Member
Sony/PlayStation is the best partner for AMD. The issue is that actual "PC gaming" is not really a thing. While Nvidia has the best hardware for everything else, they will continue to dominate the market. Jensen strikes me a someone who wants to be Number 1 always.
bitbydeath
Gold Member
Nintendo right now.
Durin
Member
They've been saying this for a while, and given how much more money they make on AI...not shocking.
I just want to see AMD catch up more, Intel not give up entirely, and offer more competitive offerings at prices that don't suck.
Just not sure how long that will take given the silicon shortage that AI is creating in general. Nothing is gonna get cheaper until AI slows down, or new production outpaces it.
I just want to see AMD catch up more, Intel not give up entirely, and offer more competitive offerings at prices that don't suck.
Just not sure how long that will take given the silicon shortage that AI is creating in general. Nothing is gonna get cheaper until AI slows down, or new production outpaces it.
archangelmorph
Gold Member
Cannot fucking wait until this ridiculous AI bubble bursts, and NVIDIA and the rest of these cronies propping it up have to face up to the impact; collapsing share prices, collapsing demand for AI datacenters and collapsing prices for AI GPUs.
Nvidia says they’re not a gaming company anymore as AI drives record-breaking revenue - Dexerto
Nvidia reported another record quarter as AI demand continued to surge, with the company saying it has now shifted from a gaming-focused GPU maker to an AI data center giant.www.dexerto.com
but they never made games to begin with they were always a hardware company not a gaming company
Liopleurodon
Member
What does this mean?
No more better graphics for games?
No more better graphics for games?
ReBurn
Gold Member
This is why your GPU drivers broke with the latest Windows update.
Nvidia should have been testing before the windows update. They had to release a hotfix because they weren't paying attention and let their shit break.
Nvidia should have been testing before the windows update. They had to release a hotfix because they weren't paying attention and let their shit break.
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bender
What time is it?
Further shifting their focus to the datacenter.
Liopleurodon
Member
I got this part, but I mean, does this mean that it's all over for normal PC GPUs, and 5090 is the best hardware that will ever exist for gamers, and graphics will stop improving?
Donald mac Ronald
Member
For consumer GPUs I fully expect them to do paper and half assed launches as an afterthought. Can you blame them? They want money, and AI data centres make more.
Whatever AMD makes next after the rx9070s probably be finally on par with Nvidia for gaming GPUs.
Whatever AMD makes next after the rx9070s probably be finally on par with Nvidia for gaming GPUs.
Unknown Soldier
Member
How exactly are you blaming Nvidia for something Microsoft broke?
Also the problem applies to AMD and Intel as well but they haven't done jack shit, just going to let it be broken forever I guess
Have you read the linked article?
kazuyamishima
Member
Prices are going up for NVidia Gaming GPU's right?
Liopleurodon
Member
Yes.
So why do you seem to be under the impression that Nvidia are about to stop making consumer GPUs?
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iamvin22
Industry Verified
This would put Nintendo in a really bad spot. If nvidia was like fvck you pay us what we want or no backwards compatibility on your future consoles. Ninty would be fvcked.
Guardian Monkey
Member
lol, NVidia isnt going to stop selling gpus for gaming. They are just saying they are a datacenter company first now.
Wolzard
Member
That's strange, I didn't see any such statement in Nvidia's announcement. I don't know where they got that information from.
In any case, this binary logic is bizarre. Just because you have one product that's selling more doesn't mean you can ignore your other products, especially if they're generating profits.
The gaming market doesn't have much room to expand, and it doesn't take much effort to develop new GPUs, especially if games don't keep up. Look, Nvidia introduced DLSS and ray tracing a few years ago, and today, most games still rely on rasterization. When ray tracing becomes more common, Nvidia will already be prepared for it.
Moreover, if these journalists were to follow the information coming from Nvidia's Gaming division, they would see that they are actively continuing to bring new things to light.
I also don't see it being that threatened by AMD, because any attack from them is very easy for Nvidia to counterattack.
AMD is in the same boat, people don't watch their conferences. Their executives only talk about AI on social media. The next GPU architecture will be unified, so that gaming and AI are handled by the same department, a strategy that Nvidia also has. While this seems to improve their GPU development efforts, we can say that by abandoning a specific architecture for gaming, they are following the same path as Nvidia, prioritizing AI.
It won't happen, at most, there will be a price adjustment, but Nvidia will remain at the top, just as Cisco remained at the top, even during the dot-com bubble in the 2000s. Cisco was exactly like Nvidia is today, selling hardware in large quantities.
In any case, this binary logic is bizarre. Just because you have one product that's selling more doesn't mean you can ignore your other products, especially if they're generating profits.
The gaming market doesn't have much room to expand, and it doesn't take much effort to develop new GPUs, especially if games don't keep up. Look, Nvidia introduced DLSS and ray tracing a few years ago, and today, most games still rely on rasterization. When ray tracing becomes more common, Nvidia will already be prepared for it.
Moreover, if these journalists were to follow the information coming from Nvidia's Gaming division, they would see that they are actively continuing to bring new things to light.
I also don't see it being that threatened by AMD, because any attack from them is very easy for Nvidia to counterattack.
AMD is in the same boat, people don't watch their conferences. Their executives only talk about AI on social media. The next GPU architecture will be unified, so that gaming and AI are handled by the same department, a strategy that Nvidia also has. While this seems to improve their GPU development efforts, we can say that by abandoning a specific architecture for gaming, they are following the same path as Nvidia, prioritizing AI.
It won't happen, at most, there will be a price adjustment, but Nvidia will remain at the top, just as Cisco remained at the top, even during the dot-com bubble in the 2000s. Cisco was exactly like Nvidia is today, selling hardware in large quantities.
FingerBang
Member
Why, can you afford it? EAT THE BUGS IN YOUR POD!
StereoVsn
Gold Member
Yeah, we could easily see 30-40% market pullback (or even more for some companies, but less likely for hyperscalers and Nvidia) and that's still not going to change the fact that all enterprises are all speed ahead with AI.
Unfortunately new frontier models are getting very good, and there is actually Enterprise tooling being put in place by likes of MS, Amazon, Google and myriad startups for real work being done.
And I say unfortunately because this will cause a metric ton of job losses.
AJUMP23
Parody of actual AJUMP23
They are not a monopoly there are several other chip makers out there.
There's a single quoted line in the 'article', which presumably is from somebody speaking at the earnings call. It's just a line acknowledging the company's history. Of course it is has absolutely nothing to do with the bizarre interpretation in this thread that Nvidia is, I don't know, going to stop making consumer GPUs or...something?
Their gaming revenue was $4.3 billion and that's up 30% year on year. It's a profitable and growing segment of their business.
They're not getting out of consumer GPUs, there is literally zero indication of that in this very short article (that clearly most people in the thread didn't read) or otherwise from their earnings call. If there was, you'd see reporting that directly quoted the bombshell news that Nvidia is abandoning consumer GPUs.
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diffusionx
Gold Member
I'm surprised at the hyperbole. I would think people who are older and have seen tech evolve would actually use their brain for 10 seconds. For example, would Apple call themselves a computer company? I doubt it, but they still make computers.
draliko
Member
Since Gemini 3 was trained with tpu I think Nvidia AI monopoly is going to end in quite a short timeframe, too much money to be made (or better to spare) to not create in-house solutions as Google did. All the big players made contracts with chips makers to be autonomous on the chip side, I'm more scared for the fabrication side of things... There's not a real alternative to tsmc, the closest one is Samsung and it's not gonna change anytime soon
poodaddy
Member
Man I missed this response completely, sorry about that.
I have essentially stepped away for a bit, as I don't really have time to play games as, well, I'm in college to learn how to make them and I have to admit that this process has somehow watered down my enthusiasm for them a bit. I also hate that all we're learning in school is UE5, I mean they're not even touching on other engines; it's like this program exists to funnel you into being a UE only dev. Also, working with others making this group game we're making, our leader is a real blowhard, this has all led to me just being less enthusiastic about games as of late. I'm not giving up on my hobby though, I just can't wait till I finish this degree so I can actually take a break from learning about games for a second and get back to enjoying them, as I think loving games is what makes a good developer, and I wanna rediscover that passion ya know?
Sanepar
Member
The only option we will have from them in 5 years will be geforce now.
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iHaunter
Member
Maybe of those morons' price their GPUs correctly for once. Until they fix their Ray Tracing performance, they'll be terrible GPUs.AMD "time to shine"
StereoVsn
Gold Member
Ahh, yeah, game dev is a hard industry to be in. If you are a good dev, there is more money in other places, but on the other hand if it's your passion, that's a completely different story.
Spukc
always chasing the next thrill
Don't worry the 6090 will be better anyway
March Climber
Member
DeepEnigma
Gold Member
We can tell. By your drivers now.
Poppinfresh
Gold Member
I mean, at some point, generational performance increases are going to stagnate until the next "big thing" in GPU technology is invented/discovered/whatever. Until then, the lack of raw power increases is going to be masked by framegen, etc...
We've definitely hit that point of stagnation and are seeing diminishing returns from generation to generation now, which is why I'd like to see them switch to a three-year (at minimum) release cycle for gaming GPUs.