Comment by wmf
1 day ago
It's not related to the DRAM shortage. Gaming dropped to ~10% of Nvidia's revenue a year or two ago due to AI and there was controversy years before that about most "gaming" GPUs going to crypto miners. They won't exit the gaming market but from a shareholder perspective it does look like a good idea.
> Gaming dropped to ~10% of Nvidia's revenue a year or two ago due to AI
Well, actually it's that the AI business made NVidia 10x bigger. NVidia now has a market cap of $4.4 trillion. That's six times bigger than General Motors, bigger than Apple, and the largest market cap in the world. For a GPU maker.
A GPU designer.
They don't make GPUs!
Well, technically, they do assemble some of them, but almost all of the parts are made by other companies.
yet another reason to not listen to your shareholders.
if it were up to them, cuda would be a money losing initiative that was killed in 2009
Furthermore, I would wager a giant portion of people who have entered the ML space in the last five years started out by using CUDA on their gaming rigs. Throwing away that entrenchment vector seems like a terrible idea.
It's a bad idea and yet everyone does it.