It could get WORSE for gamers…

AMD’s CEO just called it a “data center first company,” and its gaming revenue fell 40% in a single year, while AI money pulled the whole hardware industry away from gamers.

In fiscal 2021, gaming was about 47% of NVIDIA and about a third of AMD. Today it’s about 7% of NVIDIA, NVIDIA stopped reporting gaming as its own category in May, and gaming was under 6% of AMD’s revenue last quarter. Micron shut down Crucial after almost 30 years. A 32GB kit of DDR5 went from under $100 to around $450. The Xbox Series X went from $499 to $799, and a leaker says the memory and storage alone in a PS6 would cost Sony over $680.

I go through how a graphics card actually gets made and why AI chips win every fight over factory time and memory. I also cover how much money and power the AI build-out is pulling in, and why “they’ll just add capacity” and “it’s a short-term problem” don’t hold up. Unless the AI bubble pops, the latest and greatest is turning into a luxury.

Chapters
00:00 AMD: “We are a data center first company”
00:54 “They’ve always been that way”
02:01 How a graphics card actually gets made
03:40 What it costs you: RAM and console prices
04:34 The developers who cheered for AI
04:58 Why it isn’t going to change
05:40 Data centers and power demand
06:36 “They’ll just add capacity”
07:49 “It’s a short-term problem”
08:28 The latest and greatest is a luxury now

Watch next
AI and the Midterms: https://youtu.be/UTuNFv9BC2Y
AI’s Circular Money: https://www.youtube.com/watch?v=w5skS4Q1Tm8
You’re Not Paying What AI Costs: https://www.youtube.com/watch?v=Pn5KexaWk0o

Rippaverse: https://rippaverse.com/?utm_source=youtube&utm_medium=description&utm_campaign=moved-on-from-gamers
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Sources and photo credits are on screen in the video.

#AMD #NVIDIA #PCGaming #AI #EricJuly