From Bad to Worse, NVIDIA Reportedly Will Cut RTX 50 Series Production by 30–40% in 2026 and Might Stop Providing VRAM to Its Partners

Well when your top tier cards are being stripped of parts to make more ai focused cards for AI data centers eating directly into your Y.O.Y. profit growth what is a plucky little company like Nvidia supposed to do?

Honestly I think Nvidia wants to pull a Micron and fully exit the consumer space. We are exactly pocket change that takes away from their enterprise sell through.

We are the foundation market that Nvidia was built on. But like your college girlfriend that just graduated.. they dont need us and we are holding them back now. 😉
 
Grimlakin said:
Well when your top tier cards are being stripped of parts to make more ai focused cards for AI data centers eating directly into your Y.O.Y. profit growth what is a plucky little company like Nvidia supposed to do?

Honestly I think Nvidia wants to pull a Micron and fully exit the consumer space. We are exactly pocket change that takes away from their enterprise sell through.

We are the foundation market that Nvidia was built on. But like your college girlfriend that just graduated.. they dont need us and we are holding them back now. 😉
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This is truth right here. Get ready to fall in love all over again with discrete video and gaming consoles.
 
I was just thinking, AMD's next gen flagship will be sold to Microsoft for xbox xcloud gaming. Consumers will be lucky to get a cut down gaming version of it. Even if they do it'll cost $$$$

Meanwhile Microsoft is moving towards free tier 5hrs of cloud gaming every month (like geforce now) . And installing xbox cloud gaming app in phones, smart TVs, car displays etc.

Discrete gaming GPU market could shrink and consumers forced to try cloud gaming, maybe
 
Watch how fast millions of us jump ship if they try to force us to use subscription cloud gaming. Indie games will absolutely explode in popularity and sales. They will make games to run on the hardware we are already using. The quantity and quality will skyrocket. Do you want indie to take over? Because that's how you get indie takeover.
 
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