[jhanschoo]

Interpreting your question about "GPU improvement" from a product perspective, my read is that NVIDIA is of course targeting AI applications and the datacenter. To that end it just focuses on silicon that makes most sense for AI compute, and not so much for gaming.

Of course, the GPUs for the datacenter and for gaming are the same designs, so my read is that in gaming NVIDIA makes up for lack of actual performance for traditional rendering by pushing technologies that can utilize tensor cores like AI upscaling, frame prediction, ray tracing + denoising, etc.., that don't actually contribute to game graphics as much as they could have if they did an architecture tailored to gaming needs instead, with the technologies that they have. It's also sexier in theory to talk about exclusive AI-powered technologies proprietary to NVIDIA than just better performance.