is that true? if so that's wild, since they're still dominant in the gaming market as the premium hardware relative to competitors.

It's true. It says a bunch about their competitors where Nvidia isn't at their a game and have been offering 8Gb cards for a solid decade and nobody surpassed that. But also gamers pride themselves on how cheap they are and how they can get a deal, it's not surprising that companies simply just give Nvidia more cash.

TAM for the PC gaming consumer market is trivial compared to enterprise AI

> is that true? if so that's wild, since they're still dominant in the gaming market as the premium hardware relative to competitors.

Doesn't seem that wild to me considering it is less that they abandoned the gaming market to any strong competitors and more that the gaming market is both basically irrelevant compared to the money being shoveled into AI and is also to some degree being strangled to death by AI because of the overlap in supply chain inputs.

Nvidia is dominant only in a very tiny segment of the gaming industry.

The vast majority of gaming market share and revenue comes from mobile, where Nvidia doesn't participate.

The next biggest is consoles, and neither Xbox nor PS uses Nvidia cards.

That only leaves the PC GPU market, which they do dominate, but still split with AMD.

And all of this is only for hardware. Nvidia doesn't make or publish games, and doesn't own any distrubution channels.

So I doubt Nvidia makes a meaningful chunk of the overall gaming industry revenue.

Nvidia offer geForce game streaming and they do provide the hardware for Nintendo Switch console, both Switch 1 and Switch 2. And the keynote address at Nvidia's annual meeting just last year was all about demos of games with AI upscaling tech as well as LLM-driven agentic character development...