[anonylizard]

Investors are certainly not happy with stock dilution through the options.

Its also a make or break period for generative AI. If I was at Nvidia and owned stock options, I'd certainly give it my all to ensure Nvidia can make hay while the sun shines.

15 FPS is also irrelevant. Gaming GPUs are going to be dominated by raytracing power for the future, once you go raytracing you can't go back.

[datadrivenangel]

30fps on a triple A game on an integrated GPU means that any schmuck with a laptop can play them now, which will erode the demand for discrete GPUs.

It happened with point and shoot cameras, and it'll happen to GPUs.

[1oooqooq]

and cannot happen soon enough