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by dwattttt 422 days ago
> But then they're not boosting NVidia's competitors either, so wouldn't NVidia stay in the top position in their market ?

Nope; if hypothetically 100% left NVidia, whether to their own hardware or to not use GPUs at all, it'd be easy to say NVidia would be last in the market
1 comments
makeitdouble 422 days ago
Are you arguing that the major cloud providers getting away from consumer GPUs would put AMD or Intel ahead of Nvidia in the GPU market ? How does that happen when the next biggest market (gaming) is still fully Nvidia's turf?
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dwattttt 422 days ago
> Are you arguing that the major cloud providers getting away from consumer GPUs would put AMD or Intel ahead of Nvidia in the GPU market ?

Just the hypothetical "if X% of your customers leave, but don't go to competitors, won't you keep your relative market position"

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voidspark 422 days ago
He's talking about datacenter GPUs which are not really GPUs.

Gaming is not entirely Nvidia's turf either. AMD has 75% of the console market (Xbox and Playstation) and 30% of the PC market.

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makeitdouble 422 days ago
> AMD has 75% of the console market (Xbox and Playstation) and 30% of the PC market.

Looking at these numbers[0] for the console market:

> Sony has sold 61.94M units of PS5 and Microsoft has sold 30.14M units of Xbox Series X|S and Nintendo Switch sold 143.49M units.

Nintendo (NVidia chip) sold 1.5x of Sony and Microsoft combined. Given Switch's success the numbers look reliable to me, then Switch 2 is of course also from Nvidia, and I wouldn't be against it selling well.

[0] https://hookedontech.com/switch-vs-ps5-vs-series-x-console-g...

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voidspark 422 days ago
Old numbers. PS5 has sold 75 million

https://www.ign.com/articles/ps5-has-best-holiday-ever-overa...

In terms of revenue, AMD has the vast majority of the console market.

Yes the Switch sold more units, but that is a smaller SOC with much lower revenue.

Revenue and profit is what matters, not the number of units sold.

Check the price of the PS5 Pro vs Switch.

AMD has dominated the console market since Xbox One / PS4.

Nvidia could be earning $30 - $50 per Switch, while AMD earns $120 - $200 per PS5/PS5 Pro.

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