Comment by oersted
1 day ago
I don’t understand why most people in this thread think that this would be such a big deal. It will not change the market in significant negative or positive ways. AMD has been at their heals for a couple of decades and is more competitive than ever, they will simply fill their shoes. Most games consoles have been AMD centric for a long time regardless, they’ve always been fairly dominant in the mid range and they have a longstanding reputation of having the best price/performance value for gamers.
Overall, I think that AMD is more focused and energetic than their competitors now. They are very close to taking over Intel on their long CPU race, both in the datacenter and consumer segments, and Nvidia might be next in the coming 5 years, depending on how the AI bubble develops.
Why would AMD shareholders tolerate them engaging in gaming pc market if Nvidia drops out? They might last a couple years but I mean the writing will be on the wall for them to chase enterprise sales and abandon gamers. Especially when game console manufacturers would prefer you spend $25 a month for life instead of buying a $500 console every 8 years. There won't be an xbox or playstation in your house before long.
Sure the gaming hardware landscape is likely to change, but it won’t be up to Nvidia’s decision. If it remains a viable business, it will thrive whether Nvidia is in it or not.
They’ve become a big name now with AI, but they were never the only game in town in their home markets. They had an edge on the high-end so their name had some prestige, but market share wise it was quite even. Even with AI, they have a temporary head start but I wouldn’t be surprised if they get crowded in the coming years, what they do is not magic.