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Gamers Nexus: Abandoning the Personal Computing (Nvidia)
- Thread starter Gamezone
- Start date
Haint
Member
As I explained in the other thread, they stopped reporting them cause consumer segment sales and revenue were way down due to obscenely high prices and all the capacity being shifted to enterprise cards--which they probably forecast continuing and worsening every quarter. It would be a red mark on their earnings report and point of negative sentiment, so they removed it. Like when failing consoles stop reporting sales numbers in earnings reports (i.e. Xbox).
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The reason they are combining all of the non-Datacenter stuff in one category is very simple.
- They are going to launch products like their Windows on ARM initiative (almost certainly gets announced next week at Computex) and their co-packaged Intel+nVidia SoCs (in a few years) which don't really fit inside their current segments.
- Non-DC revenue is going to be like ~10% of their revenue going forward. It's no longer meaningful to have a seperate segment for something like Automotive and Pro Visualization when they'll be like 1% of revenue for the company, and since those aren't "Client Computing", they call it "Edge Computing".
kat_on_the_roof
Member
LiquidMetal14
hide your water-based mammals
Limitations of must be a slow weekend as I saw that video a day or two ago. Maybe that's just the way my feed works. I support gamers next to this but just because that guy says to follow me and believe what I say doesn't mean that you should.
This engine I appreciate some of the work they put in but their channel has become a little too political at times and I'm all about being fair and if I recall correctly, they weren't as heavily into politics but I still with other administrations which shows some clear political bias which I'm not here for any of that on these channels that I come for the fun and focus content on the things that I followed them to begin with.
They showed here like any other channels, regardless of whether you call that guy text Jesus or whatever internet mindset has earned him some kind of following, think for yourself. It's just like when a game is supposed to look bad or run poorly, people just seem to find it hard to go against the grain and just not follow and do their own research.
In other words, because this guy says something like this doesn't make it true even if the numbers and everything dictate that Nvidia is absolutely chasing the money but doesn't mean they are abandoning their traditional PC roots. That line item or whatever people are joking about, it's still generates a lot of money and they don't want to leave that to the wayside nor will they. I still especially once all the AI stuff settles and has found its leveling point because when we first eventually this AI growth will stop and settle and there will be a little bit of attrition as well.
This engine I appreciate some of the work they put in but their channel has become a little too political at times and I'm all about being fair and if I recall correctly, they weren't as heavily into politics but I still with other administrations which shows some clear political bias which I'm not here for any of that on these channels that I come for the fun and focus content on the things that I followed them to begin with.
They showed here like any other channels, regardless of whether you call that guy text Jesus or whatever internet mindset has earned him some kind of following, think for yourself. It's just like when a game is supposed to look bad or run poorly, people just seem to find it hard to go against the grain and just not follow and do their own research.
In other words, because this guy says something like this doesn't make it true even if the numbers and everything dictate that Nvidia is absolutely chasing the money but doesn't mean they are abandoning their traditional PC roots. That line item or whatever people are joking about, it's still generates a lot of money and they don't want to leave that to the wayside nor will they. I still especially once all the AI stuff settles and has found its leveling point because when we first eventually this AI growth will stop and settle and there will be a little bit of attrition as well.
rm082e
Gold Member
No. To the contrary, GN spun up a new channel that's specifically dedicated to consumer advocacy and they are doing longer research pieces with tons of information. Steve has just been really bitter lately because things suck ass for PC gaming right now. He's channeling that bitter energy with his flavor of biting humor. It rubs some people the wrong way.
He and his team have been doing really impressive work over the last year in my opinion. GN's channel numbers have also been expanding nicely, so it seems plenty of people are into what they are doing. But with that comes the inevitable haters.
Hyet
Member
Stupid video
AI/Data centers make them much more than the consumer market
Their financial report reflecting that doesn't mean they are abandoning shit
The fact that they are still developing DLSS proves it. And DLSS is only a sales point of their consumer cards so...
People just want clicks
AI/Data centers make them much more than the consumer market
Their financial report reflecting that doesn't mean they are abandoning shit
The fact that they are still developing DLSS proves it. And DLSS is only a sales point of their consumer cards so...
People just want clicks
GymWolf
Gold Member
Yeah them developing dlss 5 was a dead giveaway that they are still gonna sell consumer gpus.
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asdasdasdbb
Member
The irony of the title is that N1X is rumored to be finally launching at Computex.
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thief183
Member
For me it is not what he say but how he say it, he keeps doing 45 minutes long video, speaking super fast and telling the same thing over and over, I appreciate the message but I can't stand his attitude.
Manic27
Member
You do realize that them quitting the consumer market would mean them just pushing people to cloud gaming, right.. which utilizes their various technologies still..
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Topher
Identifies as young
I like Steve, but the clickbait here is obvious. No, Nvidia is not abandoning PC. PC gaming simply isn't the crux of their business any more, but it is still a significant chunk of revenue. Corporations are typically not in the habit of abandoning segments like this. As
GymWolf
pointed out, we just saw the DLSS 5 reveal which goes entirely against this narrative.
No....it's just the usual cheapshot whenever there is a thread with a GN video. Steve has good content, but sometimes he can be hyperbolic when it comes to industry issues. His best stuff is product evaluations and consumer rights advocacy, imo.
GymWolf
pointed out, we just saw the DLSS 5 reveal which goes entirely against this narrative.No....it's just the usual cheapshot whenever there is a thread with a GN video. Steve has good content, but sometimes he can be hyperbolic when it comes to industry issues. His best stuff is product evaluations and consumer rights advocacy, imo.
Witchilich
Member
I love AMD but some AMD fanboys can be so annoying.
squidilix
Member
Why? (Im nvidia user and I didn't read all this annoying war)
ReyBrujo
Member
Steve was literally bargaining at the end. Seems he already passed grief and anger and will hit acceptance in a few months. "AI Nexus" coming soon.
He complains that they are abandoning the PC gaming industry, maybe it didn't fit the thumbnail (?)
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rodrigolfp
Haptic Gamepads 4 Life
diffusionx
Gold Member
I have a really tough time figuring out what PC gaming is right now. The high end is absurdly expensive WITHOUT any of this AI nonsense and seems to be running into the limits of manufacturing capability and power usage. I don't see how a 6090 or 7090 can meaningfully iterate on the 5090 considering current trends. Same thing with CPUs. Hence the new focus on fake frames and fake pixels. And devs are focusing more on coding for lower end hardware. Valve is planning to release an AIO PC that is very modest and people are very excited about it.
So yea, Nvidia doesn't care as much about gaming hardware but I also think the advancement has kind of hit a wall. The days of doubling performance every 2 years is over. Are we just going to live in a 3060 world into perpetuity?
So yea, Nvidia doesn't care as much about gaming hardware but I also think the advancement has kind of hit a wall. The days of doubling performance every 2 years is over. Are we just going to live in a 3060 world into perpetuity?
Bojji
Member
If nvidia does this AMD will be next in line.
People that think AMD is their savior are deluding themselves.
OmegaSupreme
advanced basic bitch
Insufferable bitch
diffusionx
Gold Member
I mean, it is rare, but smart and well run companies do it, if they perceive more opportunity in another market at the cost of one. The best example is Apple giving up on iPod because iPhone had much more potential and a higher ceiling.
What Nvidia is doing now feels similar in a lot of ways.
SantaC
Member
how is it not generating profits with the huge margins they have (5090)? I call bullshit on that.
DryvBy
Member
You can predict his thumbnail without even seeing it. The usual "ugh, everything sucks" disgust face.
Gamezone
Gold Member
I miss guys like TotalBiscuit in times like these.
PlayStaytion
Member
The battle of end times between Steve and Jensen.
PlayStaytion
Member
Thanks Steve.
asdasdasdbb
Member
Youtube is one giant Clickbait Factory.
ChoosableOne
ChoosableAll
Rentahamster
Rodent Whores
Things that boiled frogs often say in the beginning.
Steve may sound alarmist to some, but he's standing his ground in an endless sea of corporate propaganda that tries to sell you enshitification and then gaslight you into thinking it's a benefit.
CuteFaceJay
Member
So many paid actors in this thread giving Steve shit, the guy has relationships with a lot of people in the PC industry. they are just letting him know if this keeps up there will be casualties and the market for PC will shrink.
fran.fernandez
Member
I paid most of my house with Nvidia stocks.
keep going Nvidia! For my retirement!
keep going Nvidia! For my retirement!
kiphalfton
Member
Best Buy recently clearanced some of their PNY 5070 Ti and 5060 Ti 16Gb graphics cards. For no real good reason. Probably a nothingburger, and they're just clearing stock, but not looking good nevertheless.
I believe there was an article a few months ago about ditching the RTX 5070 Ti, and I wouldn't doubt it at this point. It's too close in performance to the 5080, cheaper.l, and they're leaving money on the table.
I believe there was an article a few months ago about ditching the RTX 5070 Ti, and I wouldn't doubt it at this point. It's too close in performance to the 5080, cheaper.l, and they're leaving money on the table.
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kiphalfton
Member
The person you quoted didn't say it wasn't generating profits. They said not to the same extent as AI. They even said nvidias goal (like any company) is to profits, in their very first sentence.
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