zlacker

Yes. If you're bottlenecked on silicon and secondaries like memory, why would you want to put more of those resources into lower margin consumer products if you could use those very resources to make and sell more high margin AI accelerators instead?

From a business standpoint, it makes some sense to throttle the gaming supply some. Not to the point of surrendering the market to someone else probably, but to a measurable degree.

>>ACCoun+(OP)
We will have to wait and see but my bet is that Nvidia will move to Leading Edge node N2 earlier now they have the Margin to work with. Both Hopper and Blackwell were too late in the design cycle. The AI hype and continue to buy the latest and great leaving Gaming at a mainstream node.

Nvidia using Mainstream node has always been the norm considering most Fab capacity always goes to Mobile SoC first. But I expect the internet / gamers will be angry anyway because Nvidia does not provide them with the latest and greatest.

In reality the extra R&D cost for designing with leading edge will be amortised by all the AI order which give Nvidia competitive advantage at the consumer level when they compete. That is assuming there are competition because most recent data have shown Nvidia owning 90%+ of discreet market share, 9% for AMD and 1% for Intel.