Nvidia should have split the company into a home consumer company and a separate AI chip company.
this post was submitted on 13 Nov 2026
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NVIDIA should be forced to have to split the company into a home consumer company and a seperate AI chip company.
FTFY
How exactly would that work? They still use the same microarchitecture so one would have to license that to the other and they'd also be natural competitors because whoever is left making the consumer chips would naturally want to also partake in the other market
If they were separate divisions in the same company, each with their respective target audiences, it should be fine. Something like Toyota & Lexus for example. Sure you can get a spiffy luxurious Camry, but it's obviously not the same target audience as an LS450.
And I feel like in time the structure of the architecture in gaming focused cards will deviate from the AI focused ones, which we're already seeing to some degree.
Doesn't Samsung work exactly this way?
Did Don Huang really still have gamers as a priority anymore, though?
I think the point they are trying to make is... Huang may have seen a time when gamers were a part of their base... the new CEO will likely start from the position of datacenters only.
Lets put it this way, we're downgrading from Mike Pence to JD Vance... yes the bar was on the floor... but they will find a way to go so much lower.
More reason for anyone to make the bubble burst faster.
He’s always pushed side stuff, like robots and AR and artificial datasets, even in the LLM boom. But he literally designed their first GPU; I think he was there too long to ever lose graphics as a priority in his mind.
Graphics isn’t just gaming. It never was. It’s forever been a mix of workstation stuff too.
The fear is that a new CEO will just look at Nvidia as an AI ASIC maker, specifically.
Consumer GPUs gave them foot in the door for AI developers and research. It would be super stupid to do that. But next couple quarterly reports will gain a point or two though. Totally worth it to saw off your legs.
Say you have the tooling to make X number of processors to split between Product A and Product B. Yeah, A got you started, but now it's 10% (or less!) of your total profit. It's a no-brainer to put that manufacturing soley into B.
Combine that with the fact that PC builders are an ever shrinking market. Hell, even having a PC is becoming rare. I've never bought a factory PC in my life, but I'm on a NUC I got from my last company and may just ride with those for the foreseeable future. Nothing to do with RAM prices! I simply don't have a need for a monster, power sucking unit when a 4" x 2" box does it all.
I would not worry too much, no more even more powerfull GPUs for game ? Game studio will be forced to make better games, both in term of optimization and gameplay since they will not be able to just say "buy a better GPU" anymore so you can enjoy the last eye-candy game with no story
I'm surprised that people still buy cards, despite the fire hazard.
I don't, I just want to be able to afford a replacement when my current inevitibly dies.
But we need more tensor cores to play original doom on rtx
Funny how Nvidia spent years telling gamers they were the future, only for AI data centers to become the favorite child. Huang leaving might accelerate that shift, but blaming one CEO’s exit for expensive GPUs is generous. The real problem is that selling chips to billion dollar AI customers makes gamers look like a side quest.
Right. Like it was going in that direction already.
Absolutely. Now it might get worse.
What gaming, the majority of consumer GPUs is businesses (CAD, media), should they rent that computing in the future, is that the idea? And where do they get their GPUs? Compute modules aren't suitable for server-side rendering either. Did Nvidia execs also drink the AI cool aid; "AI will render it"?
Source on it being the majority? Because last I heard, most companies in the world don't do heavy CAD or video editing. The workstation cards are much higher margin though, those cost a ton
Would there even be 2000 $ cards otherwise?
Nvidia made GPUs for gamers? Recently? Where?
Depend on how recent your recent are. RTX 40 series is basically the last GPU they serve for gamer, by the time 50 series launch they already deep in bed with the chinese spy–i mean the AI rush.
I would argue it was before that when they sold out to cryptobros during the 30 series, and coming up with the xx90 cards to see just how much people would spend. You could even consider it a corruption soft launch to test the waters with regulators.
Ohh yeah that too.
Their consumer revenue is now higher than their total revenue 3 or 4 years ago so unit counts can't have gone down THAT much. I see a ton of graphics cards for sale, only 5090s are limited to 1 per buyer
Nooooo 😭. I need something stronger than my stupid 5090. This is no life like this.