nvidia Nvidia is ‘no longer a graphics company’

[porina]

12 minutes ago, podkall said:

how would they name it? Ai-zen? Rise-again? AI-RXCELLERATED GPU?

rAIzen

 

11 minutes ago, StDragon said:

That depends on the shareholders (and they view the world with a short quarterly view). There's too much momentum for Nvidia to just kill their GPU brand, so they will continue to innovate and provide driver support so long as that doesn't cut into the larger profit margins that AI hardware has to offer. 

It will be up to the leadership to convince enough shareholders whatever path they're taking is the best one. Much of nvidia is held by large institutions which aren't in it for short term gain.

 

I'm not ruling out the possibility exiting gaming, but my gut feel is there's a very long road to get to that point and only the first step has been taken. The more realistic worst case I could imagine possibly happening is gaming would end up on more mature nodes with little forward innovation. This would be bad since for most of recent history nvidia has been the driver in gaming graphics features and technology with AMD continuously playing catch up. If nvidia becomes AI bound, AMD has a high likelihood of following with them. AMD have many big players on board their AI train too and probably hope to do to nvidia what they're doing to Intel in server CPU space.

 

11 minutes ago, podkall said:

if they stop making GPUs, AMD can instantly start copying CUDA and other Nvidia stuff

Doesn't work that way. Nvidia will still own IP and if AMD or anyone else wants to use it they have to license it. AMD are already down the road of building their own software support ecosystem so they have less pressure to do that.