The generative AI boom is expected to be long-lasting and profitable, as it produces valuable applications. This trend makes Nvidia’s AI-focused chips more appealing for the company’s bottom line compared to consumer GPUs. Nvidia may gradually transition into an AI-first company, with a gaming division primarily focused on cloud gaming services like GeForce Now.
The future of Nvidia’s GeForce graphics cards is uncertain, and it’s unlikely that there will be many more generations. Nvidia is likely to prioritize AI-focused chips that offer higher profit margins, especially as competition for silicon wafers increases.
