> 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.