He's a strong advocate for gaming. That's why he started Nvidia in the first place.

I think whoever is next will not always have the affinity for gaming. Any finance person who looks at the unit economics of gaming would conclude that they should allocate next to no chip supply to gaming GPUs.

An RTX 5090 is the same die size as a server GPU.

They stopped manufacturing the 5090 even under Jensens control. And no the 5090 die is only 750mm squared big, a B200s die is 1628mm squared. That is more than twice the size of a 5090.

the 6000 pro definitely counts as a server GPU. coreweave seems to think so, anyway

A B200 is two dies glued together. A single Blackwell GPU die is the same size as an RTX 5090 basically.

An RTX 5090 is a reticle sized chip.

as nvidia goes into making purely big-business hardware, some other player will arrive to provide the chips to the masses. then, the researchers will use this mass-market hardware for research, supplanting nvidia itself.

nvidia got their strong position in AI now by providing CUDA to researchers who couldn't afford their own supercomputing cluster. and now the entirety of machine learning revolves around CUDA.

once you fixate on the business and lock out the masses, you instantly elect to become a fossil like IBM.

Not instantly. It'll take a very long time to fall. As IBM stubbornly fails to completely do.

[delayed]