NVIDIA is Not a Loser | Abandoning the Personal Computer
NVIDIA recently held its earnings call and announced it would move gaming revenue into other subcategories, making it harder to distinguish, while
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NVIDIA recently held its earnings call and announced it would move gaming revenue into other subcategories, making it harder to distinguish, while giving expanded insight into data center revenue. NVIDIA has talked a lot of game lately about AI agents "with PCs," its partners have announced distributed mini data centers that can be installed for cloud gaming at the neighborhood and homeowner level (to reduce ping, but without any ownership or control by the property owners), and has not only suggested, but outright said that terminal-based cloud-connected computing is the future. Meanwhile, Taiwan has raided several companies accused of smuggling NVIDIA GPUs to China.
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TIMESTAMPS
00:00 - Jensen Wants to Be the Very Best
04:39 - NVIDIA Sets Another Record
08:05 - Shrinking the PC Market with NVIDIA's Shrinkray
11:54 - Jensen is Neither a Car Nor a Loser
14:06 - Personal AI Instead of Computers
18:04 - Even More Smuggling NVIDIA GPUs
20:10 - Conclusion
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