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Gut Check - Is Nvidia leaving Gaming? Is the mindshare damage already done? (Die Shrink Telegrams)

🕑 Added 2025-04-17 18:32:12 +0000 UTC

Comments

Planet 9

I’d wager that Nvidia’s mindshare isn’t evaporated, but there is a feature FOMO barrier that certainly exists for Nvidia cards that no longer seems to hold as much weight.

Chris Rijk

How about a specific concrete prediction - will there be consumer GPU successors to Blackwell? I think this is almost certain. However, it will be telling how innovative they are - I would not be surprised if it’s mostly just a Die Shrink™ of Blackwell. If so, that would indicate to me that Nvidia doesn’t want to abandon the market but isn’t willing to invest much R&D either.


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