NVidia only has so much silicon area it can get from its partners. Right now AI datacenter silicon is worth much more than its weight in gold, but consumer grade silicon is worth a fraction of that.
I predict we are pretty close to the death of the GPU as a discrete component. We will have TPUs that live in work stations and data centers as discrete components, and integrated graphics cards that live on the CPU die.
I predict we are pretty close to the death of the GPU as a discrete component. We will have TPUs that live in work stations and data centers as discrete components, and integrated graphics cards that live on the CPU die.