Maybe, but Nvidia’s revenue has (roughly) doubled every year since 2023. And their market cap has jumped from $0.5b to $4.5b
Gamers are not entitled to new hardware. And at this point gaming is not even a half decent investment for any chip, memory or storage company.
Nvidia is probably the only company who is going to come out ahead from the AI bubble. And the more they invest, the more they make.
And when it’s all said and done, and they launch the 6090 with a 10% uplift after 4 years at double the price of the 5090, people will still be kicking down doors to buy one.
Maybe, but Nvidia’s revenue has (roughly) doubled every year since 2023. And their market cap has jumped from $0.5b to $4.5b
Gamers are not entitled to new hardware. And at this point gaming is not even a half decent investment for any chip, memory or storage company.
Nvidia is probably the only company who is going to come out ahead from the AI bubble. And the more they invest, the more they make.
And when it’s all said and done, and they launch the 6090 with a 10% uplift after 4 years at double the price of the 5090, people will still be kicking down doors to buy one.
AMD, Intel, TSMC, as well as the RAM and NAND manufacturers are also selling expensive shovels.
ASML is selling the shovel making machines and will probably come out on top if this goes poorly soon.