Oh, I see what you mean. I thought you were suggesting that they'd abandon hardware completely. Yes, if gaming becomes a smaller and smaller piece of their revenue pie, there is less incentive to focus on it. However, if it still prints money, then I don't see why they would abandon it completely.
Doesn’t make sense to abandon it since their R&D for professional tasks, ray tracing or AI for enterprises, is also contributing to upsell their gaming hardware with higher margins and holding a near monopoly with 82% market. If the enterprise and gaming models were drastically on different paths, then maybe.
We already see that gaming is of less interest to them as a business. High prices means less demand, means more foundry slots for enterprise solutions with better margin. But that’s the thing, they still sell gaming cards with probably a nifty margin.
Sadly it’s the same for AMD. Enterprise, CPUs and consoles are their bread and butter. Why enter in a price war with Nvidia over products that barely make waves in the hardware world? Especially the flagship cards, those have no chance to go down in price, they are <1% of market, who would sacrifice margin for a meaningless win?
I’ll give them that AMD is smarter than ATI who insisted to bleed almost to bankruptcy for epeen wars. Sucks for consumers, but this is the reality, these companies don’t
need your money, so they put lots of margin in.
Dropping entirely the hardware would be a bigger mindshare problem and impact to stock market than the cost of keeping a foundry running a line for ~1% products.