Yes, they were a multi dozen billion dollar gaming company before, not a multi trillion dollar AI one today. They were hardly swimming in poverty on the backs of gamers were they.

>Nvidia did not become a trillion dollar company on the back of PC gamer sales.

The video gaming industry is one of the most lucrative ones to date, bringing more money yearly than movies and music combined according to PWC.

Apple not taking active part in that would be stupid.

> what Apple and Meta are banking on for AR vs. VR.

For what? That killer AR/VR app we've been waiting for for the past 5-7 years to show up any day now?

The lackluster sales of headsets of any kind, especially Apple's overpriced ones, proves the average joe doesn't want headsets strapped to their faces all day. They'd much rather spend the day staring at their phones but that market is already saturated and stagnant when the current iPhone looks and does the same things as the iPhone from 4 years ago and the EU is gonna crack you walled garden.

AR could have a future once it takes the shape of a sleek pair of raybans like in Iron Man, not a 1kg headset strapped to your face with a clunky corded power brick in your pocket. But considering recent semiconductor and battery tech progress, we're very very far away from that future becoming a reality.