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It's still a 15B market for Nvidia, it's not nothing. But I'm curious how they're going to turn Rubin into a gaming GPU. I think at this point consumer GPU upgrades are going to be AI-related upgrades that happen to also help raster capabilities. Blackwell was already kind of a dud on performance uplift from Ada beyond the new LLM features.

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That 15B also includes people buying 5090s for local LLMs.

And it’s maybe 5-10% of their revenue at lower profit margins.

Consumer cards just don’t matter very much to nVidia anymore.

In 2020 it was half of their revenue.

Hermes still makes saddles that are somewhat reasonably priced compared to their handbags.

It's still profitable, it's their original raison d'etre, and there's no real reason for them to stop even if it its rounding error on their regular business.

Probably will never, ever see an Nvidia card with >32GB of VRAM though unless they start making dies that lack LLM performance like the gimped ethereum mining cards.

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