I think they'll keep the gaming market alive for a while because renting gaming hardware from the cloud (GeForce NOW) is very congruous with AI keeping consumer hardware prices sky-high.

It continues modern trend of chow companies don't want consumers to truly own anything. Finance a car, pay a monthly subscription fee for heated seats, rent a phone, stream a movie, get rid of physical media, rent a GPU.

But if GeForce NOW doesn't take off, and they get convinced that the AI bubble will not pop, I could see them pulling a Micron and ending their consumer product lines.