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There is a couple reasons why Jensen won't take off the gaming leather jacket just yet:

1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards.

2. Its a market defense to keep other players down and keep them from growing their way into data centers.

3. Its profitable (probably the main reason but boring)

4. Hedge against data center volatility (10 key customers vs millions)

5. Antitrust defense (which they used when they tried to buy ARM)





6. Techies who use NVidia GPUs in their PCs are more likely to play with AI and ultimately contribute to the space as either a developer or a user

7. Maybe just don’t put all your eggs in one basket, especially when that basket is an industry that has yet to materialize its promise.

They'll access GPUs through their company VPN

If they're unemployed, they'll just rent from the cloud

How many of you still manage your own home server?


> 1. Gaming cards are their R&D pipeline for data center cards. Lots of innovation came from gaming cards.

No way that is true any more. Five years ago, maybe.

https://www.reddit.com/r/pcmasterrace/comments/1izlt9w/nvidi...


on the contrary. this is the place they can try out new tech, new cores, new drivers, new everything with very little risk. driver crash? the gamer will just restart their game. the AI workload will stall and cost a lot of money.

basically, the gaming segment is the beta-test ground for the datacenter segment. and you have beta testers eager to pay high prices!

we see the same in CPUs by the way, where the datacenter lineup of both intel and amd lags behind the consumer lineup. gives time to iron out bios, microcode and optimizations.




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