Comment by oersted

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.