I've tried explaining that one or two AI data center clients for Nvidia dwarfs the entire gaming GPU market, but he just doesn't get it.
> I've tried explaining that one or two AI data center clients for Nvidia dwarfs the entire gaming GPU market, but he just doesn't get it.
I have a feeling that the different judgements come from the fact that the coworker thinks that the AI bubble will soon burst - thus, in his judgement, the AI data center sector of Nvidia is insanely overvalued, and will collapse. What will "save" Nvidia then will be the gaming GPUs. Thus, in his opinion, this is the sector that matters most for Nvidia, since it will become Nvidia's lifeline when (not "if"! - in your coworker's judgement) things will go wrong in AI.
You, on the other hand believe AI data centers are here to stay (which is a bold assumption: it could happen that AI will move more to the edge), and no big competition will arise for NVidia for "big AI ASICs" (another bold assumption). Your judgment is based on these two strong assumptions about the future, while your coworker's is based on different (possibly similarly bold) assumptions.
Currently. :-)
The market is so tiny that their capex investments into AI stuff would catch them with massive debt that the gaming revenue couldn’t support and they would have to go through bankruptcy
You're silly if you think otherwise.
Before the current AI hype, except for some rather specialized applications, people had rather little use for GPU acceleration (GPGPU) in data centers.
The scale of the orders that datacenters put in is insane. It's literally 1000:1 vs consumer stuff.
While building a single server I could easily handle 2-3 million dollars worth of hardware. We'd roll out 50 of those in a week. That was just my shift and we had several.
Gamers and consumers simply dont understand the scale that datacenters work at.
EDIT: brief search says last year apple sold 300m ios vs 20m macos devices.
