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Jensen Huang - We're no longer a graphics company

SmokedMeat

Gamer™
That was evident this generation.

Nvidia can release what they want at whatever price they want and tell players to deal with it.
 

DaGwaphics

Member
This might not be as bad for the gaming GPU market as it sounds. Maybe they will shift the latest and greatest nodes to AI specific GPUs and hang back with the gaming GPUs on less expensive/congested nodes. Honestly, the 4000 series is good enough that they could just re-badge the entire stack at a tier lower pricing and be doing relatively well.
 

Schmendrick

Member
Anyone who`s been following their profit reports knows that they haven`t been a "Graphics first"- company for a few years now.
 

CobraAB

Member
AMD is also betting heavy on AI. And so is Intel.
This will probably mean smaller and fewer advancements with each generation, as these companies will spend less and less money on GPU R&D.
We will AI’d up the ass, that is for sure.
 

Deerock71

Member
New head of research:
life mix GIF
 

ParaSeoul

Member
Everyone saw this coming,hopefully AMD takes advantage of this and comes out with some really good budget and high end cards.
 

nemiroff

Gold Member
AMD is also betting heavy on AI. And so is Intel.
This will probably mean smaller and fewer advancements with each generation, as these companies will spend less and less money on GPU R&D.
That's because graphics rendering is on its way out, and graphics generation on its way in.

There might be be less R&D on traditional GPU technology going forward, idk, but I think we might ironically end up seeing greater leaps in graphics fidelity.

Nvidia isn't saying they're leaving "graphics", they're just expanding their field of view of business and branding.
 
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You guys really don’t understand how the stock market works do you.
Some of these people would do well to learn the virtuous cycle when it comes to Nvidia

Buy Nvidia stock -> stock goes up -> buy video card -> stock goes up more -> buy next video card

Repeat the cycle forever and you'll always be able to afford the next $1,500+ video card every generation
 
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//DEVIL//

Member
This really will not affect the PC market at all.

they will still make GPUs. its just now they wont probably release them yearly or every 2 years. if I am not mistaken the 5090 isn't coming till 2025. that means the 4090 will have 3 years before its out classed by the newer gen. I am ok with that to be honest. 3 years or 4 years for high end card is great investment for me. I would feel better when spending 2k on a card that it will be top class for few years.

Its not like they are going to leave the GPU market. They just focusing on making money with AI now too.

it doesn't help when software development is so shit and even with the PS5 pro, The 4090 will still beat the living crap out of that. a high-end Nvidia GPU is enough to last the entire generation of consoles if not more than.
 

Buggy Loop

Member
"CEO of Nvidia, has articulated a change in the company's self-perception, no longer seeing it as exclusively a graphics card entity."

Comedy Central GIF by The Jim Jefferies Show


It's a nothingburger. AI will of course impact foundry capacity and thus graphic cards, but its not the end of GPUs for Nvidia. Much like AMD/Intel and almost everyone and their mother manufacturing silicon lately, AI is everything. For any foundry time you reserve for a graphic card, Nvidia, Intel & AMD can turn around and make an AI card that will sell for higher margins. I'm thinking that prices will increase or we'll be given a lower node than AI business.
 

Monserrat

Banned
"CEO of Nvidia, has articulated a change in the company's self-perception, no longer seeing it as exclusively a graphics card entity."

Comedy Central GIF by The Jim Jefferies Show


It's a nothingburger. AI will of course impact foundry capacity and thus graphic cards, but its not the end of GPUs for Nvidia. Much like AMD/Intel and almost everyone and their mother manufacturing silicon lately, AI is everything. For any foundry time you reserve for a graphic card, Nvidia, Intel & AMD can turn around and make an AI card that will sell for higher margins. I'm thinking that prices will increase or we'll be given a lower node than AI business.

If they determine that they could get higher returns by fully shifting research and development to machine learning, they will do it.
 

Quantum253

Member
It's all great until Intel/AMD jump in and make ML/AI capabilities with CPUs (which sucks now) but a 36 core thread ripper tweaked might start coming about.
Between digital currencies mining and AI, the next gen GPUs should be interesting
 

Buggy Loop

Member

A nothingburger as this has been known and predicted for years now or not like some interpretations in the thread that Nvidia is stopping GPU business..

It will suck for us GPU buyers but the writing is on the wall for a long time

All prices will raise as they are all in on AI.

So the question will be… buy hardware or cloud gaming? They’re not dumb, they know years ahead..
 
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winjer

Gold Member

Team Green has reportedly managed to captivate most of the AI markets into its hands since the firm has acquired a market share of more than 90% globally. The company's H100 AI GPUs, along with several other offerings, have been a huge hit in the markets, and they still are the top priority for firms involved in the business, with the likes of Meta and others reportedly acquiring huge sums of GPUs. NVIDIA has managed to create an "AI monopoly" over the markets where the firm's products are being utilized in every mainstream data center out there, and with the next-gen shift to the firm's Hopper H200 and Blackwell B100 AI accelerators, the growth will indeed skyrocket.

GFCLPb4WMAAZH_-.jpeg
 

WitchHunter

Banned





Considering the gigantic profits that Nvidia is making, it's no wonder that AI has become the new focus for the company.
Of course, NVidia will still make GPUs for gaming and 3D productivity, but it will not be the driving force.
So the question is how it will affect PC gamers in the future.
Bwahahaha. Thank you gamers for bootstrapping our ai company. Btw the 5090 arrives with 32gb memory and a revolutionary 64bit bus.
 

rm082e

Member
It was inevitable. Nvidia sucking up that much money that quickly showed everyone there's a huge market opportunity, so they're all diving in.

Now the question is: Can all these other players design silicon that is as good as Nvidia's? It's great to say they're going to do it, but that doesn't guarantee competitive results. If their attempts underdeliver, we'll see another whipsaw back to Nvidia when they realize they still need them.

I would expect the gaming cards to remain high priced for a long time. Those gamers in the midrange budget that don't want AMD or Intel will need to get comfortable picking up previous generation cards on the used market to get the performance they want at a price they're willing to pay.
 

Chiggs

Member
Makes sense. AI is the future of graphics.

I need to buy intel shares asap.

Yeah, because a non-defense company that has to sling ass in Washington D.C. for federal subsidies due to a decade of complete stagnation sure is a healthy company, and one that should be invested in.
 
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Cyberpunkd

Member
Now the question is: Can all these other players design silicon that is as good as Nvidia's?
Chip manufacturers won’t care about your design, they will care how much money you can give them. I would think company at the top of AI curve will make sure they control 100% of the supply chain…

Oh wait, that requires years, billions of dollars and completely different set of skills. Ok, let’s market AI shit instead and hope nobody will notice.

sorry uh oh GIF by Productions Deferlantes
 
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