I expect nvidia to sell or close down their consumer division. Their whole business reality has changed in a few short months. Investors want undivided attention from the ceo to the new b2b cash cow.
This would be extremely foolish, considering the rate of ML research. There is no evidence that LLMs & supersized models are the end-state of ML research. In 3 years time, there might be completely new SoA technique that doesn't demand high memory bandwidth, which will completely flip the economics of pricey high-end cards.
It's good they are selling shovels while there's a gold rush, but discarding the rest of your business to focus on a specific shovel that's currently popular may not end well.
You may be right. However, Nvidia seems to develop their stack at a pace that it's difficult for the competition to keep up with.
They may end up in a position similar to US Steel or Standard Oil at the start of the 20th century if they continue to meet market demand as they do now, and AI is goes on to have the economic impact that steel and oil had in the last century.
