Sure, that makes sense. I don't think anyone ever treated Nvidia like the "pure raster" competitor though. Sacrifices have been made for CUDA for 10+ years, when the Nintendo Switch shipped it was with automotive grade SOCs. Gamers have been chopped liver for decades, but they still get GPU releases and software products.

Looking at the flip side, Apple, AMD and Intel all eschewed compute performance for raster and have nothing to show for it. No "DLSS killer" in sight, no CUDA alternative, nothing. It seems like the gaming revenue is a ball-and-chain holding back profitable applications.