Are dedicated gaming GPUs doomed?

R&D ROI shifting to data center and AI.

Jon Peddie

The GPU market has seen significant changes in the last two decades. GPUs were initially used for gaming and then for compute acceleration in universities and then industry. Later, their parallel processors were mapped perfectly into AI training scenarios. Tensor processors were added to GPUs, increasing their silicon burden cost. The Covid pandemic and delusional forecasts led to a ramp-up in production, resulting in huge inventory overhangs when the demand for gaming GPUs crashed. As a result, data center AIB shipments have surpassed gaming in terms of revenue, and data centers will out-prioritize gaming if they are paying the bills.

Enjoy full access with a TechWatch subscription!

TechWatch is the front line of JPR information gathering service, comprising current stories of interest to the graphics industry spanning the core areas of graphics hardware and software, workstations, gaming, and design.

A subscription to TechWatch includes 4 hours of consulting time to be used over the course of the subscription.

Already a subscriber? Login below

This content is restricted

Subscribe to TechWatch