Nvidia will be the most valuable company in the world, but should anyone think about a poor old PC gamer?

Simulation
Nvidia will be the most valuable company in the world, but should anyone think about a poor old PC gamer?

As Nvidia achieved prominence as the "most valuable company in the world" yesterday and overtook Apple and Microsoft, so many in the company imagine Nvidia gaming graphics cards.

It's great, it's all, but someone think about PC gamers. Jacketness, aka Nvidia CEO Jensen Huang directly, but we hold that idea while covering some details. Its valuation is based on Nvidia's current share price and market capitalization.

Obviously, such assessments can change pretty quickly. How long Nvidia will hold the new crown is anyone's guess. However, as of the end of the market yesterday, Nvidia's share price was 1 135.58, with a market capitalization of 3 3.335 trillion. Yes, trillions.

Of course, both Apple and Microsoft are worth more than33 trillion in market capitalization. So, that's more the case with the Titan trio than Nvidia is in its own class. Its status as the most valuable company on paper is quite conceptual, if not temporary. But still, the symbolism of this development is important.

Of course, it's all driven by Nvidia's success in AI. It's hard to say exactly how it will work in the future. Will the likes of Microsoft and Google succeed in building their own AI chips and reducing their reliance on Nvidia?

The whole AI thing is worth remembering how quickly crypto mining has taken place as a driver of demand for nvidia Gpus, but it could be a bit of a ploy of who knows. What we can say is that we remember the early days when Nvidia called GPGPU or general purpose computing on graphics chips and how it slowly migrated to the juggernaut of AI today.

Interestingly, for years Nvidia has not mentioned AI. They talked about physics simulations, fossil fuel exploration, protein folding and things like that. 

The concept of running AI on GPUs is a relatively recent phenomenon. So don't believe the claim that Nvidia has seen all this. Indeed, the company put time and effort into parallel computing on Gpus that no other company could care about. Therefore, Nvidia deserves this success. But when we started walking the path that was originally called GPGPU, Nvidia didn't see AI coming.

Of course, Nvidia was so many gaming graphics companies when that journey began. More recently, Nvidia stylized gaming graphics as the first application that happened due to a massively parallel approach to computing

Personally, given that Nvidia's early graphics chips were pure fixed-function raster hardware that had virtually no general-purpose computing power, this is not the case in history. I think it is a rewrite of. But history is written by the victor, so fighting that battle is a guaranteed loss.

Of more concern is Nvidia's current attitude towards Pc gaming. No doubt, the company continues to invest in game graphics and is not heavy. The problem is that most of the focus appears to be on the software side, mostly in the form of the DLSS suite of AI-accelerated rendering enhancements, including upscaling and frame generation.

Indeed, these techniques can be quite magical. But we can also argue that it is being used to depreciate the importance of real hardware. So the pure rasterization power of many of Nvidia's latest RTX40 series Gpus was relatively disappointing. Nvidia is now increasingly relying on these clever AI features to deliver higher frame rates.

On the other hand, despite Intel's recent efforts, almost exclusive competition has taken place over AMD, which has struggled to compete with Nvidia's DLSS feature set and quality. In that regard, AMD is always one step behind and can catch up. Using something like AMD's Radeon RX7800XT GPU is very competitive due to its simple old raster performance. But as soon as you start to consider more elaborate features, it lags more than ever.

Of course, Nvidia is not completely ignoring the hardware. We've been repeating ray tracing GPU technology for 3 generations, but it's another area that has an obvious advantage over AMD 1.

However, Nvidia's shift of emphasis is clear enough. AMD can compete when it comes to traditional pixel pumping. However, Nvidia's huge advantage in Ai is not comparable to any company today. So, that's where Nvidia seems to be focusing on its gaming Gpu.

As for the future, there's no reason to think that Nvidia will actually throw away gaming graphics. But it's probably a safe bet to assume that the company will increasingly see the game through the lens of AI. And it will probably be a blessing and a curse.

The blessing will be an even more remarkable addition to the DLSS family of image enhancement technologies. The curse makes the landscape even less competitive for gaming graphics, allowing Nvidia to direct the market to an even greater extent.

If that's true, it explains why Nvidia has a very modest plan for the next generation of Gpus from a pure hardware perspective. If the rumors are to be believed, some members of the next-generation RTX50 series will actually regress in terms of shader cores, etc., but memory availability and bus width appear to be set to stagnate in yet another generation.

If that happens, it gets pretty depressing and again it all comes back to AI. This is a big win for Nvidia as a PC gamer, and to Nvidia's new status as the most valuable company in the world, despite some of Nvidia's gaming technologies being undoubtedly magical, but the implications for PC gaming are far more ambiguous.

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