alt Hacker NewsHe's a strong advocate for gaming. That's why he started Nvidia in the first place.
I think whoever is next will not always have the affinity for gaming. Any finance person who looks at the unit economics of gaming would conclude that they should allocate next to no chip supply to gaming GPUs.
An RTX 5090 is the same die size as a server GPU.
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as nvidia goes into making purely big-business hardware, some other player will arrive to provide the chips to the masses. then, the researchers will use this mass-market hardware for research, supplanting nvidia itself.
nvidia got their strong position in AI now by providing CUDA to researchers who couldn't afford their own supercomputing cluster. and now the entirety of machine learning revolves around CUDA.
once you fixate on the business and lock out the masses, you instantly elect to become a fossil like IBM.
They stopped manufacturing the 5090 even under Jensens control. And no the 5090 die is only 750mm squared big, a B200s die is 1628mm squared. That is more than twice the size of a 5090.
> Any finance person who looks at the unit economics of gaming would conclude that they should allocate next to no chip supply to gaming GPUs.
And that is the NVIDIA's secret sauce. Historically there were bunch of parallel processors comparable to NVIDIA GPU, none of them survived without presence in gaming and entertainment.
Did you know that NEC had a line of 2-slot GPUs with 48GB of HBM VRAM with 1TB/s bandwidth since 2017, that had gone absolutely nowhere? Probably not, because it was never sold as gamer toys. It was for lucrative serious customers only, and nobody bought it.
Only Huang played the game in the way it's meant to be played. Apparently nobody else can.