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There aren’t enough GPUs for average gamers to buy anything vaguely recent and they would love to be able to. Making the best GPUs on the planet is still huge and the market is quite large. Scalping might finally die at this rate, but NVDA wasn’t making any of the scalping money anyway so who cares? Data centers and gamers still need every GPU NVDA can make.

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Oh there's definitely a market but it's not as big or worth as much the AI market. Gamers don't need GB200s or H100s, and AMD beats Nvidia on price in most segments. Nvidia isn't going to die, but gamers won't fill the demand.

Data centers might, but then they'll need something else to compute, and if AI fails to deliver on the big disruptive promises it seems unlikely that other technologies will fill those shoes.

I'm just saying that something big will have to change, either Nvidias story or share price. And the story is most likely to pivot to military applications.

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