Comment by rhco

If Nvidia did drop their gaming GPU lineup, it would be a huge re-shuffling in the market: AMD's market share would 10x over night, and it would open a very rare opportunity for minority (or brand-new?) players to get a foothold.

What happens then if the AI bubble crashes? Nvidia has given up their dominant position in the gaming market and made room for competitors to eat some (most?) of their pie, possibly even created an ultra-rare opportunity for a new competitor to pop up. That seems like a very short-sighted decision.

I think that we will instead see Nvidia abusing their dominant position to re-allocate DRAM away from gaming, as a sector-wide thing. They'll reduce gaming GPU production while simultaneously trying to prevent AMD or Intel from ramping up their own production.

It makes sense for them to retain their huge gaming GPU market share, because it's excellent insurance against an AI bust.