Yes. If you're bottlenecked on silicon and secondaries like memory, why would you want to put more of those resources into lower margin consumer products if you could use those very resources to make and sell more high margin AI accelerators instead?
From a business standpoint, it makes some sense to throttle the gaming supply some. Not to the point of surrendering the market to someone else probably, but to a measurable degree.
alt Hacker News
Yes. If you're bottlenecked on silicon and secondaries like memory, why would you want to put more of those resources into lower margin consumer products if you could use those very resources to make and sell more high margin AI accelerators instead?
From a business standpoint, it makes some sense to throttle the gaming supply some. Not to the point of surrendering the market to someone else probably, but to a measurable degree.