jacksparrow
Member
I’ve been reading several financial reports regarding the semiconductor industry’s shift toward enterprise solutions. I am curious if the current nvidia ai capex rating suggests that the company will continue to prioritize AI data center chips over consumer gaming GPUs for the next fiscal year. If the capital expenditure is heavily weighted toward AI, should we expect another shortage or price hike for the next generation of GeForce cards?I’ve been reading several financial reports regarding the semiconductor industry’s shift toward enterprise solutions. I am curious if the current nvidia ai capex rating suggests that the company will continue to prioritize AI data center chips over consumer gaming GPUs for the next fiscal year. If the capital expenditure is heavily weighted toward AI, should we expect another shortage or price hike for the next generation of GeForce cards?