I'm half joking but if this AI boom continues we're going to see Nvidia exit from consumer GPU business. But Jensen Huang will never do that to us... (I hope)
Why would anyone sell a handful of GPUs to nobodies like us when they could sell a million GPUs for thousands apiece to a handful of big companies? We're speedrunning the absolute worst corpo cyberpunk timeline.
They are already making moves that might suggest that future. They are going to stop packaging VRAM with their GPUs shipped to third-party graphics card makers, who will have to source their own, probably at higher cost.
Might almost be a good thing, if it means abandoning overhyped/underperforming high-end game rendering tech, and taking things in a different direction.
The push for 4K with raytracing hasn't been a good thing, as it's pushed hardware costs way up and led to the attempts to fake it with AI upscaling and 'fake frames'. And even before that, the increased reliance on temporal antialiasing was becoming problematic.
The last decade or so of hardware/tech advances haven't really improved the games.
I think Nvidia realises that selling GPUs to individuals is useful as it allows them to develop locally with CUDA.
The way things are going no one will be able to afford a PC.
Instead we will be streaming games from our locked down tablets and paying a monthly subscription for the pleasure.
Honestly, I'd prefer it. It might get AMD and Intel more off their ass for GPU development. I already stopped buying Nvidia gpus ages ago before they saw value in the Linux/Unix market, and I'm tired of them sucking up all the air in the room.
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)