Die Post-GeForce-Ära: Was wäre, wenn Nvidia das PC-Gaming aufgeben würde?
https://www.pcworld.com/article/3013044/the-post-geforce-era-what-if-nvidia-abandons-pc-gaming.html
Die Post-GeForce-Ära: Was wäre, wenn Nvidia das PC-Gaming aufgeben würde?
https://www.pcworld.com/article/3013044/the-post-geforce-era-what-if-nvidia-abandons-pc-gaming.html
44 Kommentare
Then AMD will have a higher marketshare.
edit – somone posted this in the other sub, that’s relatable to this discussion
[https://www.reddit.com/r/pcmasterrace/comments/1pqty2n/geforce_now_will_universally_limit_playtime_to/](https://www.reddit.com/r/pcmasterrace/comments/1pqty2n/geforce_now_will_universally_limit_playtime_to/)
This would hand the gaming GPU market to AMD. Unless of course AMD snatches defeat from the jaws of victory again and follows suit. I also don’t know if AMD could scale up to meet the demand left by Nvidia.
Alternatively: Is Nvidia’s market department trying to get a rush on video cards for Christmas?
There will be a lot of CUDA workflows that will be disrupted. And a lot of software that need a rewrite.
If the trend we see will continue ,next next gen games will be generated by a cloud AI and we’ll use only dumb terminals to play and work.
No more ownership of computer. A lot of people would be happy.
„Oh sorry the gaming-time you rented is finished, and the new price is 2x“.
„You wrote something against our president Trump IV, you have no right to use a computer for 90 days“
What a nice dystopia.
Then I and many others will finally make the switch to AMD.
I’m in the software industry and can say there is a HUGE push for cloud based gaming inside of these big companies. Basically the plan is that within 10 years everyone will just be using cloud gaming servers with some more minimal local AI that helps smooth out artifacts and lag.
If Nvidia leaves then we better pray Intel stays in the game
It’ll be the same when crypto miners bought up all the GPUs and manufacturers shipped their GPU computers with cellphone chipsets instead.
8% of total revenue is still a lot but I can see the temptation to drop it if it is shrinking due to other streams. But if the bubble pops then you’ll be happy to have other streams instead of going all in.
AMD has shown that they’re going to do similar, look at how older socket Ryzens are spiking already. AI Datacenter pockets are deep enough for both companies
I genuinely hope they crash and burn for selling out to AI.
You can imagine a future where every house has solar panels, a giant battery, self driving car, robot.
The ai server assists with operating the robot, helping the human with his work-from-home office work, co ordinating large scale deployments of vehicles to maximize productivity while minimizing traffic issues.
The self driving car has it’s own ai and ‚goes to work‘ on it’s own as a ride sharing vehicle if you don’t book it yourself.
Robot does chores, child tutoring, elder care, maintenance work, cooking, etc. It can also be sent to go work at a wherehouse stocking shelves or whatever if it doesn’t have enough to do at home.
Nvidia imagines a future where it’s selling hundreds of millions of $20,000 server ai to power that future.
Video game hardware is barely an after thought for nvidia.
It may turn out that large language models can never be that ai. Maybe all those ai servers will run some other type of ai entirely, in which case nvidia is still happy.
Maybe the ai of the future doesn’t materialize for another 100 years, the current bubble bursts and nvidia regrets shifting away from video games.
But I wouldn’t count on it. Around 10% of all jobs are just not that complicated, driving, stocking shelves, call centers, data entry, factory jobs, cleaning, etc
Amd do not fuck this up
Intel has been waiting for a big break for their Arc Xe dGPUs – which have been improving in performance but many still think their graphics suck. Which is understandably so – Intel’s integrated graphics(GMA/Intel HD Graphics) are more than enough for Windows and Office but choke in gaming. Iris Xe as part of their “business” CPUs are an improvement.
Apple has been making their own GPUs for the A/M SOCs based on PowerVR IP. Qualcomm is doing the same, they purchased AMD’s mobile Radeon IP and called it Adreno.
Yeah Nvidia’s physical consumer release side is going bye bye. They’re aiming for everything being through GeForce Now, ie stream all of your gaming.
Have a rig I built in 2020 with a EVGA 3080, a 5800x and 64 GB of DDR4 RAM.
Just sold my 3080 for $350, and bought a Powercolor 9070 XT for $579 from Microcenter.
My PC is good to go for another 5 years for 1440p ultrawide gaming and 4K 60 Hz rendering and streaming to my TV via my home network on high settings.
I’m hoping that new foundries coming online in 2028/2029 and a cooldown in the AI space takes place by Summer 2030 when I’d be thinking of a potential new build.
Hunker down now while you can and see if you need a value focused refresh of components on your current motherboard to squeeze out performance if you need it. It’s going to be a rough few years for new enthusiasts in the space or anyone who has components fail. Hope that AMD and Intel realize the opportunity they have to take over consumer market share and develop brand loyalty now to reap the rewards when AI isn’t in a bubble.
I know some countries are fearful of China maturing their chips industry, but a positive biproduct could be them developing their own consumer hardware, filling the gap that companies are leaving to go all in for AI companies
>What if Nvidia abandons PC gaming?
Market bears.
Intel as long as the stay in with ARC doing almost bare min and has chance to come up milhouse! 🤞🤞
Internet speeds are not good enough for high end gaming streaming. Massive infrastructure upgrades will be needed to get fiber to every door, not just data center money laundering circle jerk investments.
AMD takes over the consumer hardware space. The writing has been on the wall for a long time with this one. Valve knows it and it’s why they’ve put their money behind AMD. More competition is good, but I only see this trend continuing as the author says. A big, big corollary to this is that the segmentation happens across all segments – open source consumes more consumer market share via Linux and MS continues abandoning the consumer for enterprise just like Nvidia. At best I view Nvidia and MS as hedging with consumers at the moment, but possibly indefinitely.
Consumers will be left either renting gaming services from the cloud or buying second hand hardware from data center processing AI workloads. Eventually that bubble will burst restoring capacity or new players will emerge to fill demand. AMD is also shifting to AI, so maybe chinese lithography brings in new competition.
Nature abhors a void. Do computers really need gpu? Perhaps there’s a better way to fill the same function.
Have a miss understood something? I thought Nvidia abandon the PC gaming market when they announced that they would be reducing production up to 40%?
With prices already spiking how are they going to look end of next year.
How is any gamer going to realistically afford these GPUs.
remember gamers are not the only people buying up these GPUs.
AMD will still be there waiting for you
We REALLY need Valve to pull an Apple and start ‘making’ their own chips, OR work with Apple and actually push those M-series chips to their limits. Fuck Nvidia, and more than likely AMD will follow suit.
If they abandon gaming, then honestly they probably just become exclusively an AI Chip distribution company. They would be like the store that sells all the pickaxes, sifters, and gear to pan for gold in the great gold rush. Others would rise and take the place, like AMD. Otherwise we’re going to be pretty technologically stagnant for a while, which means companies will have to actually optimize their games for what we currently have vs. projected AI enhanced cards that fake frames.
The other side of the market would be that Nvidia builds out and completely goes all in with some sort of AI-enhanced Cloud based gaming platform and computers. Basically they give you a ‚terminal‘ to access a computer or game, and they have full control over everything (this would be bad if you can’t tell).
I still think customer opinions matter, and people will get fed up with and just stop spending money with these companies, even more so because they are poor and cannot afford. They can ride this AI train for as much money and as long as they want to. But only a handful of companies will come out on top of this ‚bubble‘ and dominate the market. If they ever stop expanding then Nvidia has no business.
Dog if they fuck it up, I’m just playing dota 2 on windows 11 for the next 80 years and it will be fine 😂.
Unfortunately the trend of low initial investment and high costs overtime is making companies an incredible amount of money.
Free to play games, app subscriptions, movie streaming and now hardware. Gaming consoles might disappear as well in favor of cloud clouding. „You’ll own nothing and be happy“ is about to get a lot worse
You only abandon one market for another in the short term. In the long term you figure out how to scale up so that you can capture both markets.
Nobody here is talking about Intel and their up and coming graphics card. While Nvidia may abandon gamers, it would allow intel to step up and fill the void.
Who has Mad Max style rationing of Graphics Cards on their 2026 bingo card?
Some company in china will fill the gap, it may start slow but eventually get better over time.
AMD seems like a great alternative.
> There are too many applications for computers that do not require constant access to internet. Making 3d models/animations, editing movies, audio production, compiling code, CAD work.
That’s not what I’m saying. I’m saying it will no longer be profitable to sell hardware, because it’s more profitable to sell subscriptions. If you’re a 3D artist and I’m Adobe, I’d rather sell you a $29.99/mo. subscription to your modeling software than let you buy it outright. Same with hardware, eventually.
> There are plenty of gamers without access to quality internet for streaming.
Those consumers are no longer the target market. I don’t like it, but that’s the reality. The next generation of consoles won’t even have disk drives.
> There will still be high end PCs in the foreseeable future (gaming PCs included).
For a few years, sure. But if the current trend continues….. no. I don’t want this to be true. But it’s where we’re headed.
I was fine with 320×240 Quake back in the 90s, quit your bitching.
Nvidia putting all their eggs in the AI basket would be a really dumb idea for them. They have to keep some sort of fallback in the consumer market to be long term sustainable.
Genuinely don’t believe they’d abandon it but I could see development cycles becoming much longer and stock is much thinner. I feel It would be incredibly short sited to full abandon it, but I also don’t know the architecture differences and if re-transitioning to consumer side things would be easy.
AMD and Intel gain market share.
Intel’s making GPUs too, everybody forgot?
Why would they?
It’s still a profitable part of their business, albeit now not as big of a percentage of their business as data center pets are.
They might restrict production of gaming cards heavily if they need the capacity for their enterprise contracts, but I don’t really see them leaving gaming completely.
I really want to see how AMD having a bigger share affects Linux adoption, as even otherwise pro-Linux people will tell you to take in mind card compatibility.
Somebody will still have to mKe gpu chips. There are millions of PC users that have to somehow display their stuff be it for work, hobbies or entertainment. Only question is who will it be andhwo strong these gpus will be.