EndymioThe website of the world's most prestigious business graduate school is a "shitty site"? That's truly weapons-grade denialism being deployed here.

Most prestigious business school promoted NFT left and right just two years ago.

Prestigious? In which world, exactly?

EndymioTo circle back around to the the RTX 50-series -- in the long run, consumer-grade graphics cards are benefiting dramatically from the AI revolution, even if at present it means short-term price hikes and potential shortages.

They are benefiting how exactly?

BwazeThat's retarded. How did we ever got from nVidia TNT2 in 1999, borrowed money for the past three decades and hoped for crypto, AI bubbles to finally repay it?

Truth to be told, nVidia simply found new playground - one that is earning more than gaming. So, it is not really comparable...

But nVidia is not a problem here - they are doing what hardware producer should do. Yet, OpenAI, Microsoft, Google and other tech giants are issue.

BwazeThat's retarded. How did we ever got from nVidia TNT2 in 1999, borrowed money for the past three decades and hoped for crypto, AI bubbles to finally repay it?

Glad you asked! You could build a 250nm fab for the TNT2's GPU for less than $500M. Today's fabs are breaking $30 billion, and design costs have risen by an even larger ratio. That money isn't coming from gamers. Consumer-card revenues from videogamers are a tiny fraction of the total revenues NVidia and AMD are receiving. I understand you may find this fact personally upsetting, but fact it is.

Aleksandar_038Most prestigious business school promoted NFT left and right just two years ago.

Prestigious? In which world, exactly?

In the real world, obviously. And I don't recall the Wharton School ever "promoting NFT left and right". In fact, back in 2021, I recall them saying the "NFT hype" was already cooling, and still remained "highly speculative". But why confuse a good rant with facts, eh?

EndymioThe website of the world's most prestigious business graduate school is a "shitty site"? That's truly weapons-grade denialism being deployed here.


No goal-post moving allowed. "AI for most users" -- i.e. consumer-grade LLMs -- are just one single use case. Your claim was that "the vast majority of use cases" for AI are nothing but hot air. And in the '80s and even '90s I heard the same opinion expressed countless times that the Internet was total unnecessary for most users. In the '70s, the same was being said of PCs for most users.

To circle back around to the the RTX 50-series -- in the long run, consumer-grade graphics cards are benefiting dramatically from the AI revolution, even if at present it means short-term price hikes and potential shortages.


A predictable appeal-to-authority fallacy, but the hard data disagrees with your opinion. Every year, AI models improve dramatically not just in performance, but in speed, training efficacy, power efficiency, and any other metric one cares to name.

I've told you where I think AI's value is at, and this has been my unchanged opinion since just about 2020. It is a tool very good at accelerating specific tasks in controlled environments, and requires constant improvement to increase its value. It will also still need humans all the way to get there. It is, still, exactly that where enterprise value is obtained in 2026.

Outside of it, it is a misguided, power hogging source of malice for societies.

EndymioGlad you asked! You could build a 250nm fab for the TNT2's GPU for less than $500M. Today's fabs are breaking $30 billion, and design costs have risen by an even larger ratio. That money isn't coming from gamers. Consumer-card revenues from videogamers are a tiny fraction of the total revenues NVidia and AMD are receiving. I understand you may find this fact personally upsetting, but fact it is.

Every company moves to greener pastures whenever it have chance... AI accelerators and professional market was always much more lucrative than gaming. However, for ages, gaming was something that pushed personal computing forward, and companies competed in that field.

That is no longer the case, so companies switched to different targets... If it was not AI, they would switch to something else...

EndymioIn the real world, obviously. And I don't recall the Wharton School ever "promoting NFT left and right". In fact, back in 2021, I recall them saying the "NFT hype" was already cooling, and still remained "highly speculative". But why confuse a good rant with facts, eh?

Maybe you don't recall, but internet saves everything, so their babbling about NFT is still out there.

GPU fabrication factories aren't being built from AI funding either, and about every company involved with money being passed around are way overvalued.
Before all of the AI hype, GPU companies made significantly more profit selling GPU's for the professional market, dedicated graphics cards for gaming hasn't been the core source of profit for a long time.
If AI weren't a massively overhyped and overvalued bubble then every tech CEO wouldn't be in a panic of re-assuring investors it's not a bubble, for example openAI getting into ads, or news of them possibly going bankrupt in 2027. Most of what AI is being sold on isn't sustainable, because a majority of AI companies aren't making any profits, however it is just a tool, as mentioned it only works when in a controlled environment, where it's useful in medical or scientific industries doesn't need massive datacenters using immense amounts of electricity and water.

Aleksandar_038AI accelerators and professional market was always much more lucrative than gaming.

Err, LOL, no this isn't even remotely correct. NVidia's first product -- the Riva TNT -- was marketed and sold entirely to videogamers. 100% of revenue. As late as 2015, gaming was 58%, and in 2021 46%. By 2024, it had dropped to under 20%, and today it's half of that.

finance.yahoo.com/news/gaming-nvidias-largest-business-now-110800872.html

Aleksandar_038Maybe you don't recall, but internet saves everything, so their babbling about NFT is still out there.

Then you should be able to produce a link to support this wild claim. We'll wait while you do so.

Hecate91GPU fabrication factories aren't being built from AI funding either

Yes they are. Why continue to deny reality?

Hecate91Before all of the AI hype, GPU companies made significantly more profit selling GPU's for the professional market

If by "professional" you include datacenter usage, sure. But that your statement reinforces my point, rather than disputes it. Videogamers aren't financing the development of these GPUs. Other market segments are.

Hecate91If AI weren't a massively overhyped and overvalued bubble then every tech CEO wouldn't be in a panic of re-assuring investors it's not a bubble

The level of absurd denialism here is off the charts There are tens of thousands of tech companies, every one of which is currently implementing AI. Please tell us -- in exact figures, and with references -- exactly what percentage of their CEOs are "in a state of panic, assuring investors" about their AI investments.

EndymioErr, LOL, no this isn't even remotely correct. NVidia's first product -- the Riva TNT -- was marketed and sold entirely to videogamers. 100% of revenue.

Well, back in TNT days they did not produce anything else... They were outsider on professional market...

That does not mean professional market was not targeted as soon as itwas possible, and that profit margins there were always much higher...

EndymioThen you should be able to produce a link to support this wild claim. We'll wait while you do so.

You are sooo rude...

alumni.wharton.upenn.edu/impact-story/whartons-stevens-center-for-innovation-in-finance-leads-development-of-penns-first-nft/

www.wharton.upenn.edu/story/web3-renaissance-golden-age-content/

knowledge.wharton.upenn.edu/article/how-nfts-can-create-a-golden-age-for-digital-content/

So full of... yourself.

EndymioThe level of absurd denialism here is off the charts There are tens of thousands of tech companies, every one of which is currently implementing AI.

Sam Altman is 😁

And the fact that tech companies are flocking to new thingie does not say a lot... 😁 They always do. And launder a ton of money in process.

EndymioPlease tell us -- in exact figures, and with references -- exactly what percentage of their CEOs are "in a state of panic, assuring investors" about their AI investments.

You are asking for exact figure and references, yet your major proof is lot of graphs without single source or reference 😏

Aleksandar_038Well, back in TNT days they did not produce anything else... They were outsider on professional market...

Oops again! Back in the TNT days, there was no "professional market" for GPUs -- because GPUs did not exist. Graphics cards were non-programmable, and professional cards merely supported higher resolutions. NVidia itself created the GPU market, starting in 1999.

Aleksandar_038You are sooo rude...

alumni.wharton.upenn.edu/impact-story/whartons-stevens-center-for-innovation-in-finance-leads-development-of-penns-first-nft/
www.wharton.upenn.edu/story/web3-renaissance-golden-age-content/
knowledge.wharton.upenn.edu/article/how-nfts-can-create-a-golden-age-for-digital-content/

So full of... yourself.

Two of those links don't exist, nor does searching the Wharton site yield any variation of them. Did you fabricate false links? As for the third, commemorating the creation of the first mRNA vaccine via one single NFT in no way equates to "promoting NFTs left and right".

Aleksandar_038Sam Altman is 😁

And the fact that tech companies are flocking to new thingie does not say a lot... 😁

Really? What other "new thing" has every single tech company on the planet flocked to in the last 20 years? Even going back a full half-century, the only things that come to mind for me are computerization and the Internet. Are either of those passing fads?

EndymioOops again! Back in the TNT days, there was no "professional market" for GPUs -- because GPUs did not exist. Graphics cards were non-programmable, and professional cards merely supported higher resolutions. NVidia itself created the GPU market, starting in 1999.

Still full of... yourself, no?

Yes, GeForce 256 was first "GPU", but graphic cards existed before, and professional market existed before. You know, fanboy, world did not start with GeForce.

EndymioTwo of those links don't exist, nor does searching the Wharton site yield any variation of them. Did you fabricate false links? As for the third, commemorating the creation of the first mRNA vaccine via one single NFT in no way equates to "promoting NFTs left and right".

Well, some things they removed from site over time :)

BUt there is more, dont worry:

globalyouth.wharton.upenn.edu/articles/business/market-nft-digital-collectibles-hype-or-blockchain-bonanza/
knowledge.wharton.upenn.edu/article/reinventing-museums-for-the-digital-generation/
globalyouth.wharton.upenn.edu/articles/your-money/when-it-comes-to-money-innovation-abounds/

"Comemorating the creation of the firms mRNA vaccine via NFT", you say? Most prestige MBA school, you say? No wonder 95% people in the world thing that MBA are bunch of a****** :)

Salesman, with zero integrity.

EndymioReally? What other "new thing" has every single tech company on the planet flocked to in the last 20 years? Even going back a full half-century, the only things that come to mind for me are computerization and the Internet. Are either of those passing fads?

Many of them chased a lot of different stuff - from 80s "expert systems" - they were marketed as AI too :), interactive TV, 3D TV, personal assistents, metaverse...

Some of that stuff had potential, some was completely useless.

Today we have different situation - we have AI that have huge potential, but in order to develop it, we are also laundering millions of USD with it... It will backfire to whole personal computing world, and to many of the participants.

And I never said AI will pass as a fad - it is here to stay, and properly used, it is and will be fantastic tool. But stories sold us by OpenAI, Google and Microsoft now are 99% pure bullshit, existing only to gather next round of investments and push them up on the stock ladder...

And those stories are causing a lot of troubles on the market, leading to people being angry. Because generally, people do not like when someone is trying to sell them bullshit.

AI also have number of other bad influences on the market: large companies using half-baked AI to replace workers (leading to issues for everybody and more money for managers ONLY), stealing of intelectual property - which is yet to be solved, and so on.

Yet, you get angry when somebody points out issues, and from your ivory tower keeps yelling to everyone. Because how anybody could dare to touch AI god?

Go chat with ChatGPT... Enjoy your bubble. Don't waste time on backward caveman like me...

Aleksandar_038Still full of... yourself, no?

Yes, GeForce 256 was first "GPU", but graphic cards existed before, and professional market existed before. You know, fanboy, world did not start with GeForce.

And as I stated, "graphics cards" were not graphics processors-- they were video cards only. The GPU market was created by gamers and -- during the very first few years -- funded by them. Fact. But in the decades since, the exact opposite is now true. Fact again.

Aleksandar_038Well, some things they removed from site over time :)

BUt there is more, dont worry:

Oops again! From the very first link you yourself provided"

"NFTs: Hype or Blockchain Bonanza? .... The NFT hype has already cooled somewhat in a matter of months..."

Sounds like that supports my point of view, not yours.

EndymioErr, LOL, no this isn't even remotely correct. NVidia's first product -- the Riva TNT -- was marketed and sold entirely to videogamers. 100% of revenue. As late as 2015, gaming was 58%, and in 2021 46%. By 2024, it had dropped to under 20%, and today it's half of that.

finance.yahoo.com/news/gaming-nvidias-largest-business-now-110800872.html

The way Nvidia presented itself for the past I 15 years you would think this is not the case, that the gaming was a much lesser part of their revenue for a much longer period, not just the last 5 years. People were actually fooled, and believed Nvidia made tonns of revenue in sectors they always hyped in their presentations and quarterly financial reports. “But professional graphics cards are so much more expensive, surely they make 10x as much from that as in gaming?”

So we can be kind of glad for them that finally something worked in their favour. They were ready to drop gaming at every opportunity that came along, whether it was their now decades long tries in server space, their push to automotive, and many other side quest that was proclaimed as the next big thing. Even with the completely cringe and usless cryptomining that produced absolutely nothing.

All paid for by the revenue from gamers. Which they are now brutally abandoning, as we can see with our eyes just by looking at price lists, and listening to Nvidia talk about itself.

To summarise all that’s going on in PC world with “in the long run, consumer-grade graphics cards are benefiting dramatically from the AI revolution, even if at present it means short-term price hikes and potential shortages.” is just blind fanboyism and denial. There is nothing “short term”in these price runaways. All the capacity increases that will take years to complete, even with all the cash flow for AI, are already gobbled by the AI itself, and it won’t be enough.

And what’s worse, there will be noone to step into Nvidia’s shoes. Not AMD, not Intel, 3dfx, S3 and Matrox will stay in the grave. 76 billion of yearly revenue will go up in smoke - because it’s just the tiny part of what could be earned in AI.

You don’t start farming on empty fields on your way to California to join the gold rush.

EndymioAnd as I stated, "graphics cards" were not graphics processors-- they were video cards only. The GPU market was created by gamers and -- during the very first few years -- funded by them. Fact. But in the decades since, the exact opposite is now true. Fact again.

Well, for beginning, is it very first years, or it is up to two years ago, you gotta decide 😁

You missed the point anyway.

EndymioOops again! From the very first link you yourself provided"

"NFTs: Hype or Blockchain Bonanza? .... The NFT hype has already cooled somewhat in a matter of months..."

Sounds like that supports my point of view, not yours.

Well, it does sound if you read only headlines 🙄
Rest of article is trying something else - fact that it is written quite late in NFT lifetime when even shephard from Causcaus knew that NFT is dead in the water makes it even worse...

But you already proved that anything besides headlines and your conviction is waste of time, so it does not matter...

BwazeAll paid for by the revenue from gamers. Which they are now brutally abandoning, as we can see with our eyes just by looking at price lists, and listening to Nvidia talk about itself.

Well, they are corporation - always on lookout where to earn more. You can not blame them for it, no?

NVidia is soing logical thing from business perspective.

Issue lies in other, mainly software giants, not nVidia here directly.

Aleksandar_038Well, they are corporation - always on lookout where to earn more. You can not blame them for it, no?

NVidia is soing logical thing from business perspective.

Issue lies in other, mainly software giants, not nVidia here directly.

Sure, but describing the situation as "consumer-grade graphics cards benefiting dramatically from the AI revolution" isn't "pissing down my back and saying it's raining", it's trying to convince me that I should gargle the champagne.

BwazeSure, but describing the situation as "consumer-grade graphics cards benefiting dramatically from the AI revolution" isn't "pissing down my back and saying it's raining", it's tring to convince me that I should gargle the champagne.

🤣🤣
So true...

I'm surprised they haven't announced the 6GB 5070 yet.

xorbeI'm surprised they haven't announced the 6GB 5070 yet.

That is being kept for new generation - RTX6070 with 6 GB and DLSS 6... 666 edition 😀

Aleksandar_038That is being kept for new generation - RTX6070 with 6 GB and DLSS 6... 666 edition 😀

The only 6 that I will buy from 2026 onwards is something like this
(Great beer btw for summer!)

In the BBC news app face book claiming they doubling spend in 2026 over 2025 on AI. Its madness.