[imtringued]

Aren't gamers benefitting from better GPUs? Sure right now the supply is not enough for everyone but at some point the high upfront investments will make it harder and harder to manufacture high end GPUs. Who is going to pay for 7nm,5nm and 3nm GPUs? PC gaming is already quite the niche. NVidia makes more money off of data center cards.

[hakfoo]

I wonder how much cross-pollination there is between the discrete GPU space and AMD's iGPUs.

They're probably selling a dozen Playstation or Xbox APUs for every one 6700XT dGPU. But by building a better dGPU today, they have the technology to make a better APU when it comes to bid out the PS6 and Xbox Series Q, or for the next generation Ryzen "G" APUs.

[aliz64]

"They're probably selling a dozen Playstation or Xbox APUs for every one 6700XT dGPU" This statement does not make sense today because it doesn't really matter what the demand is. They sell every single one that they produce...you can't buy either the PS5/Xbox nor 6000 cards right now because the supply is wayyyyy lower than the demand.

Also I am sure they share ideas and optimizations but I think overall it is a fairly different architecture. The APUs on the consoles as well as the ones they sell in laptops (or for OEM desktops) are chiplet based, similar to Ryzen. So they probably have smaller dies for GPU, CPU, and IO connected via something like Ryzen's Infinity Fabric (in contrast Intel and Apple put their GPU and CPU on the same die). Their dGPUs currently do not have this architecture although I have heard they want to move to this in the future since it has worked extremely well for ryzen.

[aliz64]

Nvidia makes majority of their money from consumer GPU sales. Yes, their compute datacenter cards have been their marketing focus (they call themselves an AI company now) but it is still about 60/40 revenue split in favor of consumer GPU sales. So your statement "NVidia makes more money off of data center cards." is false.

Source: https://www.investopedia.com/how-nvidia-makes-money-4799532 https://s22.q4cdn.com/364334381/files/doc_downloads/2021/03/...

It is true that in some quarters, their datcenter revenue is more than 50% but that is because many consumers buy around christmas in Q4, and overall consumer GPUs still make up 60% of revenue.

It is not just PC gaming, it is also all the developers of these games, a lot of artists, architects, mechanical engineers who do CAD models etc. etc. They primarily buy the GeForce or Quadro graphics cards. Oh and of course, miners buy these cards too but even when mining declined consumer sales were still >50% of their revenue.

Datacenter sales are usually custom solutions, but they have also been focusing on their DGX boxes. I work at a competitor of Nvidia in the datacenter space, so I know this quite well. They do have 100% of the datacenter market right now (this will change - but that is an opinion) but that does not mean majority of their revenue comes from the datacenter.

Now as far as growth is concerned, that comes primarily from the datacenter. Thats why I guess their marketing focus on being an AI company. But their product is not an AI chip. It is a large vector unit designed for rendering frames and pushing pixels, no matter how much they try to repurpose it (which they have done quite well evidently).

[varispeed]

People also realise you don't need a GPU to play the game of your own life, so people chase real life points rather than flipping bits with their imagination.