alt Hacker NewsIt's still a 15B market for Nvidia, it's not nothing. But I'm curious how they're going to turn Rubin into a gaming GPU. I think at this point consumer GPU upgrades are going to be AI-related upgrades that happen to also help raster capabilities. Blackwell was already kind of a dud on performance uplift from Ada beyond the new LLM features.
That 15B also includes people buying 5090s for local LLMs.
And it’s maybe 5-10% of their revenue at lower profit margins.
Consumer cards just don’t matter very much to nVidia anymore.
In 2020 it was half of their revenue.