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Nvidia is the central bank of AI

economist.com

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Re: Nvidia is the central bank of AI

#31

Post by Waterluvian »

thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

Maybe this is silly of me, but maybe gaming would enjoy an era of hardware upgrades being rather unviable so the focus turns to optimization and aesthetic.

Re: Nvidia is the central bank of AI

#32

Post by thrownawaysz »

raincole wrote: post #20
thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

They're advertising DLSS5 just now though. > I really don't think it's an if question but a when because it almost feels like an afterthought I feel your reasoning is very weird. Are they losing money by selling consumer GPU? Just because the profit isn't that much compared to AI it doesn't mean that it's negative, and for-profit companies are not known for leaving money on the table. Apple doesn't reveal how much Ap…

Which is distinctly different both in purpose and technology than the previous versions. DLSS 5 is no longer about frame improvements. It’s about increasing graphical fidelity with active AI rendering.

DLSS 5 is trying to relight and retexture the scene using AI. DLSS 4 is just trying to take a lower quality image and upscale it using AI

Re: Nvidia is the central bank of AI

#35

Post by lumost »

caaqil wrote: post #26
u1hcw9nx wrote: post #14

If Nvidia is a bank, it's an Islamic Bank. They don't take interest (usury), they share profits and risk. https://en.wikipedia.org/wiki/Islamic_banking_and_finance Imagine a scenario where the AI bubble bursts and AI companies and neoclouds go bankrupt en masse, and then a huge rebound occurs when AI has a delayed takeoff. Nvidia ends up with a massive amount of compute on its hands from its backstop deals, and it al…

[flagged]

While I dislike this take, when the dust settles we will have compute clusters orders of magnitude larger than anything that existed in 2023.

If demand vanishes for the 3 million cards Amazon just bought, then something will be done with them. The AI market may end up in a bizarre jepson's paradox of rotation between inference use cases and model training.

Re: Nvidia is the central bank of AI

#36

Post by delusional »

Waterluvian wrote: post #31
thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

Maybe this is silly of me, but maybe gaming would enjoy an era of hardware upgrades being rather unviable so the focus turns to optimization and aesthetic.

A retraction from the gaming market wouldn't necessarily mean they'd still even produce the current crop of products. I could (and I would argue would) involve a complete shuttering of the GeForce brand, halting current production. On the assumption that Intel and AMD would follow, that wouldn't be an end of upgrades, but an end to the market.

Re: Nvidia is the central bank of AI

#37

Post by the8472 »

bigyabai wrote: post #23
thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

> I really don't think it's an if question but a when Nvidia still will ship gaming products. The upcoming RTX Spark laptop APUs are still gaming-capable - we also have Blackwell gaming GPUs and the Nvidia-powered Nintendo Switch 2. People echoed this sentiment during the crypto mining crunch, and we still got gaming hardware designs after that blew over. One of CUDA's core value props is the consumer market, and Nvi…

I don't think crypto is comparable. They barely made some dedicated crypto GPUs that market was always fickle due to ASCIs. Look at the nvidia revenue breakdown chart, the AI boom looks quite different.

https://ourworldindata.org/data-insights/nvidias-revenue-fro...

Re: Nvidia is the central bank of AI

#40

Post by c0balt »

CuriouslyC wrote: post #17
thrownawaysz wrote: post #13

I wonder when they will give up on the gaming market because that could take down several publishers and developers. I really don't think it's an if question but a when because it almost feels like an afterthought at this point (they removed the standalone gaming revenue report from the financial reports this summer). Also I don't think AMD and Intel is capable "to step in" to replace them.

AAA gaming is cooked, and AMD/Intel is plenty able to support indie to AA needs.

That seems a bit overzealous, most consoles[0] run on AMD chips today.

Both PS 5 and Xbox are based on AMD APUs and both serve the AAA market quite well. GTA 6, Assassin's Creed and CoD are probably good enough indicators that the performance is enough, even if there is always room for more (as PC ports show). The PC market will also probably be fine even if stagnation in perfomance gains has been creeping in for a few years now.

[0]: except Nintendo which relies on NVIDIA although their APU there focuses more on efficiency than top performance.

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