The post-GeForce era: What if Nvidia abandons PC gaming?
12 hours ago
- #AI
- #Nvidia
- #Gaming
- Nvidia's Q3 2025 revenue shows data centers contributing $51.2 billion (90%) vs. gaming's $4.3 billion (8%).
- Rising component costs and memory shortages may lead Nvidia to reduce gaming GPU supply, with RTX 7000-series cards potentially priced over $2,000.
- Nvidia's focus on AI and data centers could push gaming toward cloud services like GeForce Now, shifting to subscription models.
- Memory prices have surged by 200% due to high demand for data center memory, impacting consumer RAM and SSD availability.
- Nvidia might follow IBM or Adobe's model, spinning off gaming divisions or transitioning to a subscription-based service.
- Gaming won't disappear but may evolve toward streaming and cloud-based access, similar to Xbox Game Pass.
- AMD's revenue also reflects a stronger focus on data centers ($4.3 billion) over gaming ($1.3 billion).
- Nvidia's emphasis on DLSS and ray tracing over rasterization hints at a long-term shift toward AI/data center priorities.