That doesn’t mean that their effect on the GPU market will up and vanish overnight. Market correction doesn’t usually go down as fast as it goes up.
Edit: add to that the tariff situation and the standoff with China and Taiwan (where all the processors for gpus are made), and you have a situation where things are just going to get more expensive no matter what.
It’s AI at this point. Nvidia considers the gamer division to be vestigial. They were a $700B market cap company that was primarily known for gaming GPUs. They are now quadruple that with AI, and that’s even with some recent hits to their stock price.
That doesn’t mean that their effect on the GPU market will up and vanish overnight. Market correction doesn’t usually go down as fast as it goes up.
Edit: add to that the tariff situation and the standoff with China and Taiwan (where all the processors for gpus are made), and you have a situation where things are just going to get more expensive no matter what.
It’s AI at this point. Nvidia considers the gamer division to be vestigial. They were a $700B market cap company that was primarily known for gaming GPUs. They are now quadruple that with AI, and that’s even with some recent hits to their stock price.