Submitted by cruss0129 t3_z7cbun in wallstreetbets
silicon_replacement t1_iy693yw wrote
Reply to comment by PortfolioIsAshes in A graph of why I'm bullish on the PC gaming industry by cruss0129
As for $nvda, the market really hopes on it's data center revenue growth, client side, not so much, if you look at stat from steam itself , majority is running on hardware lower than 3060, I guess most of these gamers are poor kids from developing countries
cruss0129 OP t1_iy6bhws wrote
With respect to PC gaming, Cloud gaming from its data centers is one direction things may go in the future (GeForce NOW is what the service is called i believe, but it’s not on par with owning hardware by any means). Once the internet gets faster and decreases latency to the point that streaming looks and feels indistinguishable from running on hardware, I foresee mid to low level client devices (like the steam deck and Nvidia shield) being powered by subscriptions to higher end computing.
silicon_replacement t1_iy6c5x4 wrote
Most driver on biz side of $nvda is machine learning as big corps are expereimenting what they can do with it,
Will be machine scan court documents
Crazy kitten project for air force
Test bed for FSD with digital twin
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