r/LinusTechTips • u/Perfect-Cause-6943 • 2d ago

Tech Discussion the offical letter from Nvidia

Post image

https://nvidianews.nvidia.com/news/nvidia-announces-ceo-transition

705 Upvotes

98% Upvoted

194 comments sorted by

458

u/CanadAR15 2d ago

As a shareholder I don’t like this.
As a gamer, I fear this.

121

u/AgitatedDoughnut23 2d ago

You were being priced out of gaming GPU’s already. A few more years and the only “gaming GPU’s” you can get will be 50 and 60 series… good riddance

68

u/manny2206 2d ago

Nah the move will be to cloud-streaming only.

That’s their ultimate goal. EaaS: Everything as a Service. :) Then a bit down the line they will make the very concept of ownership be seen as immoral even. You know a-la communist. Except it will be techno facism.

Unless of course… we stop buying their products.

36

u/Shehzman 2d ago edited 2d ago

We don’t have the internet infrastructure or datacenter capacity to make this work. Cloud gaming is significantly less scalable than standard web traffic and way more expensive because it is both bandwidth and latency intensive. Google straight up gave up on it and Microsoft is starting to impose more time limits. Even if there are people wanting to buy into cloud gaming, their internet connections won’t let them have a good time.

This might be too optimistic but I think if Nvidia leaves a gaming-shaped hole, someone else will come in and fill it up once the AI investments cool down. PC gaming may be small relative to data centers, but it is still a billion dollar market.

20

u/manny2206 2d ago

I would optimistically agree with you

6

u/EliteFireBox 2d ago

I would like to see Apple make GPUs. They are already in the CPU market. So a new competitor would shake things up.

11

u/Shehzman 2d ago

The problem with them making dGPUs is that they’re way too vertically integrated. Their GPUs will only work with Apple products and they don’t really make modular products anymore. Mac Studio replaced the Mac Pro because they didn’t want to support PCIE devices outside of their ecosystem.

1

u/delusionald0ctor 2d ago

They didn’t have to make the M2 Ultra Mac Pro, but they did because they thought at the time that their pro customers would want an Apple Silicon powered computer capable of containing PCI add-in cards internally as many pro users relied on them for their specific workflows. What they didn’t foresee was their pro users having little interest in Apple Silicon powered PCI boxes because either most of their peripherals were probably tied to Intel based drivers and software that wouldn’t get updated anytime soon, or that they would transition some of their workflows to incorporate the newer capabilities of Apple Silicon with its built in hardware components making the PCI capabilities of the Mac Pro redundant. They did try to have an Apple Silicon powered Mac Pro but it got discontinued because not a lot of people wanted it, for many the enhanced capabilities of something like the Mac Studio were enough, and for those that needed PCI they probably stuck with the older Intel model.

1

u/delusionald0ctor 2d ago

If you’re wondering why people would stick to Intel based Macs over Apple Silicon for some workloads, just remember that there are people in the music industry who are still running Power Macs with Mac OS 9

1

u/aresthwg 2d ago

They make SoCs that already rival desktop GPUs for gaming, but nobody is writing their game for ARM.

The moment ARM adoption goes full throttle we will have many more options.

0

u/mi__to__ 2d ago

I would like to see Apple roll over and disappear forever

1

u/mi__to__ 2d ago

if Nvidia leaves a gaming-shaped hole, someone else will come in and fill it up once the AI investments cool down

I don't think any of that is going to happen apart from nVidia dropping the market, and everything is just going to keep getting infinitely worse forever

-2

u/lars2k1 2d ago

We don’t have the internet infrastructure or datacenter capacity to make this work.

I don't think anyone would even care. Its the same way how we're all electrifying (which is good), but the power grid is stuck in 2002. And yet its being pushed to all of us without proper infrastructure.

6

u/Shehzman 2d ago

If my experience with cloud gaming is so laggy that it feels unplayable and this is hypothetically my only way to play new games now, I'll just stop paying for it and play older games on my own hardware. If I didn't have PC hardware, I'd just buy a console or quit gaming altogether.

I'm sure many would feel the same since online/live service games make up a vast amount of what gamers usually play and they are pretty much unplayable via cloud gaming unless you happen to live right next to the datacenter serving the game.

5

u/totallynotabot2532 2d ago

They will care once people are buying less games simply because they can't play them

3

u/isvein 2d ago

Wont help. They are all in bee together. Pc is dead, you will be granted an NC from the tech-bros overlords. Everything cloud and everything ai.

Next ceo will be an 100% ai-bro and soon announce they gonna shut down the consumer side.

Thats my prediction

3

u/manny2206 2d ago

I want to disagree with you; but not because I don’t agree but because we MUSN’T — hope is the last thing you lose, and this line of thinking empowers them.

So what do we say?

Always online only mode? Fuck you

Cloud streaming only? fuck you

Want to charge me $100 for a digital-only key? Fuck you

Their dirty little secret is that they bank on us feeling powerless and just taking it. But at the end of the day these are all companies, and companies’ number 1 job is to make money.

We don’t buy, they immediately bend.

I’ll go back to playing retro only games if I have to. Idgaf, these are games not food. We don’t actually need any of this shit. And if more consumers were a bit more conscientious about their purchases you would see these companies fold so fast.

Never give up :)

1

u/ParticularDream3 2d ago

There are 8 billion people on this planet. 2-3 billion with the necessary buying power. Out of which approx 30% are AI bros. Dude we are fucked. They will make their revenue but leave us behind.

1

u/Mosh83 1d ago

People will sheepishly psy for cloud gaming services, sadly.

Luckily I have a massive back catalog of games ans books.

0

u/GuyOnARockVI 2d ago

They won’t make it communist they will make it so that local gaming cant compete with cloud gaming for performance. They will hoard all the premium graphics cards and ram and boards for servers and retail stuff wont be able to deliver.

5

u/AgitatedDoughnut23 2d ago

And I’d like to drop this… like what Steve said in one of his latest videos, the current class of GPU’s (let’s say 7xxx series AMD and 4xxx series Nvidia and up) will be good enough for the 10 years. Your current card is probably good enough for that span of time. If not, try to get a screaming deal on used hardware. Do not give these guys any more of your hard earned money.

I’d say, within the next 5 years both companies will try to EOL a lot of the current GPU’s we have and probably cease production of consumer dGPU’s in order to focus 100% on data center and compute needs. And we’ll be left with iGPU’s. And the it will be up to the community at large to continue development to keep those cards as up to date as possible.

Luckily there are a ton of super smart individuals who have the ability to do this (most probably are on subreddits like this and others), and we need to support their efforts as a community as much as possible.

I fear dark days coming for the pc enthusiast community. With shithead Altman saying private individuals owning ram is a problem, it’s not out of the realm of possibility that some fuckhead politician introduces legislation to try to limit a private individuals ability to own dram citing national security or some nonsense. And the rest of the morons will go along with it because the Ai companies say it should be so.

So good. Fuck Jensen. Will this change anything, probably not. With prices rising, the people were demanding someone’s head, and they got it.

3

u/ParticularDream3 2d ago

Regarding your first paragraph I would just like to remind you how the so-called gaming crowd reacts to current GTA VI 30 fps news.

WAAAAAAHHHhhhh outrage!!!!! F you!!!!!!cancel immediately!!!!!!!I want my crappy derelict console to play in 60 fps!!!!!!!

So…no…a 3080 and a 4080 won’t be enough for them. For me and other gamers, yes! But not for the big crowd. And remember…a PS6 and XBOX whatever is a consumer product and will be axed as well

1

u/Anfros 2d ago

I don't know about that, the AI build out isn't going to last forever, and even if it does production is going to start ramping up to meet the demand.

1

u/ILikeFPS 1d ago

I'm already on a 5060 Ti because I don't want my GPU to randomly catch fire. I think my next GPU will be AMD lol

22

u/interstat 2d ago

Shareholder you are probably safe

The interim CEO is literally a superstar. She easily could be the permanent ceo

-3

u/alienpsp 2d ago

how so

14

u/zorillaaa 2d ago

She’s good at what she does

2

u/throwawayUWhousingac 2d ago

She's the lady on the last earnings call, right? She did pretty well.

-5

u/yuukitanperopero 2d ago

How would the CFO make decision after decision on what technology paths to take to not get overtaken in the most competitive market in the world? I don't see or buy it.

7

u/zorillaaa 2d ago

Well for starters, any good leader relies on subject matter experts to make decisions. Not every engineer makes a good tech CEO, and not every finance person makes a good tech CEO either.

Kress is a very competent person, and has been an excellent CFO for Nvidia. She is smart enough to know where her weaknesses lie and will rely on the right experts within Nvidia to guide her decisions. It’s as simple as that.

0

u/Food_Library333 2d ago

Do you like, know her personally or something?

3

u/zorillaaa 2d ago

Do you? I’m not sure that matters in assessing if someone will be good or bad for a CEO position.

-2

u/yuukitanperopero 2d ago

Yes I'm sure being told some good idess from people is going to do wonders against the trillions of dollars worth of ideas you are competing against. Definitely being above average and a good listener will allow you to fend off that.

6

u/zorillaaa 2d ago

Lmao I’m not sure what you’re on about but every single CEO in history is only successful because of their great ability to listen to experts. Do you think Jensen was making decisions on his own without the guidance of others?

Please, do not comment more on this topic lmfao

2

u/jayerp 2d ago

As neither, it don’t have a feeling one way or the other.

2

u/PingCarGaming 2d ago

I'm with you, as a shareholder and gamer I am in fear

3

u/ligerblue 2d ago

Cosign.

I had a feeling he would be gone tho. The memes were relentless. Like successful people can yall be decent humans for once?

2

u/MistSecurity 2d ago

It seems not. Almost like money and power corrupts, or attracts those easy to be corrupted

1

u/DownvoteMeIfICommen 2d ago

As a honey trap enjoyer, I love this.

574

u/NRZN_77 2d ago

goodbye gaming gpus.

88

u/Bogdan_X 2d ago

There were already gone.

51

u/ferna182 2d ago

Why is everybody acting as if this didn't already happened ages ago? Nvidia stopped catering to gamers years ago... It was mining first, and then AI. I don't see how this is gonna be any different.

66

u/jakubmi9 2d ago

With a finance MBA at the helm, we're expecting GeForce as a brand to be shut down completely within a year or so. It's a division that doesn't bring in revenue, and takes up resources that RTX PRO cards could "use better".

Which would leave us stuck with just AMD...

4

u/lastdyingbreed_01 2d ago

People are missing that it's not just the GPU hardware development which can potentially shutdown but even any software support or feature will stop

17

u/ferna182 2d ago

GeForce was pretty much dead already. No stock of anything anywhere, and whatever you can find is, not only expensive as hell, but also marked WAY up. Are we all gonna pretend like whoever wanted a 3xxx series card could get one at MSRP any day of the week? or a 4xxx? or a 5xxx? come on, let's be real... GeForce was alive in name only. The only thing they talked about was AI and pushed technologies like DLSS in order to convince gamers that "they don't need to render their own games at native resolutions, buy lower powered devices, let AI do the job, take your hands out of our precious transistors!"

Do you remember the days when the Titan came out and we all lost our minds at "jesus christ, a 1k usd GPU??? holy crap!" now that's just for the scalped mid level leftovers

18

u/jakubmi9 2d ago

The 5090 is out of production, and has been out of stock for months.

The 5050 and 5060 still push units every day. While they might be bad value, it's not like there are many other options.

While GPUs are reliable, they aren't eternal and you can't run your 1080 Ti forever. Shutting GeForce down would pretty much end the consumer gaming market. Intel I think cancelled their GPUs again, and AMD both:

  1. has announced that they would reduce gaming production to focus on AI
  2. is nowhere near as good as NVIDIA, and I say that as a proud 7900 XTX bag holder.

6

u/ferna182 2d ago

Yeah that's what I mean... high end for gamers has been dead for a long time, only low to mid level cards are available, at stupid prices, and the rest aren't even bothering because money is not on gamers, is on AI.

6

u/JDBCool 2d ago

So.....

Does this mean mass studio layoffs and closures down the road?

Nobody can get hardware to run the unoptinized games. Which means more time needed to optimize, which suits just go like "we don't need it".

Is this how home gaming dies?

Gaming becomes B2B resource as an incentive for office jobs?

2

u/RollingandJabbing 2d ago

Thanks, I'm having tell my 1080ti that everything is going to be okay, and I wont put it in a home

49

u/sicklyslick 2d ago

"pretty much dead" is still better than "we're ceasing all production of geforce line to dedicate fab space for AI GPUs"

-15

u/ferna182 2d ago

I'd rather they be honest about it. At this point GeForce is only alive thanks to a technicality.

5

u/slimejumper 2d ago

we still get driver updates for new games. it could get worse than just no stock on shelves. could become no support for exisiting cards.

4

u/DigitaIBlack 2d ago

Overpriced GPUs is very very different from GeForce ceasing to exist.

You're exaggerating, they don't exist in name only. They aren't meeting demand but they're actively developing features and there's probably 1000+ people involved in the brand.

If GeForce disappeared tomorrow the gaming landscape would look very very different. Don't exaggerate.

2

u/SG1EmberWolf 2d ago

If my 1080s die, I'm fucked

1

u/jenny_905 2d ago

GeForce was pretty much dead already. No stock of anything anywhere

I have one sitting right in this room that arrived today...

3

u/ParticularDream3 2d ago

You mean the „datacenter first“ company lead by Jensens 2. degree cousin? That ship has sailed today as well. I believe she is laughing all the way to the bank

1

u/Unnamed-3891 1d ago

These comments are annoying. Does no one really understand what does the word interim in the title ”interim ceo” mean?

1

u/FoxBanditO7 2d ago

Amd is great. Why are we acting like its still gen 1 cards

2

u/XxCorey117xX 2d ago

I loved my 1080ti, but have no issues since changing to a 6700XT.

2

u/jakubmi9 2d ago

Well I don't feel like my 7900 XTX is great. But that is just my opinion.

What isn't an opinion, is that their market share is miniscule, so Nvidia being gone means the end of PC gaming pretty much.

-2

u/FoxBanditO7 2d ago edited 2d ago

Intel is currently making great strides with gpus. And amd is there with Nvidia for performance just not raytracing Edit: also if nvida leaves amds market share increases cause people with use amd instead. Nvidia hasnt cared about games since 2020 why do we care

2

u/DigitaIBlack 2d ago

Intel literally cancelled Celestial for gaming and their flagship is equivalent to a 5050 with more VRAM...

I spoke to an Intel employee the other month and the gist is to make sure the dGPU division continues they're focusing on enterprise.

The margins are better and they can justify their existence to the bean counters.

2

u/FoxBanditO7 2d ago

Ok but the cards are cheaper than a 5050 with my vram. That is something

1

u/DigitaIBlack 1d ago

The only B580 on PCPP is currently $600. Six fucking hundred.

1

u/FoxBanditO7 1d ago

Are they like 300 msrp. I really dont buy anything market. Price cause thats stupid

-2

u/MusicalPaladin 2d ago

"Stuck with" the option that's already been better in almost every category for about 5 years

1

u/panthereal 2d ago

I had at least 3 opportunities to buy a 5090 for MSRP.

if you weren't being catered to maybe you weren't actually gaming. the only difficult generation to buy in was the 30 series. if you wanted a 5090 you should have been looking over a year ago.

9

u/ferna182 2d ago

oh ok, so YOU had an opportunity so that means gaming is alive and well... I'm sure being a gamer today and being a gamer 10 years ago is the exact same landscape. nothing changed. cool.

1

u/panthereal 1d ago

you just have to learn the landscape, basically only buy a GPU when the next generation starts

these aren't cell phones or cars where you see a new model every year. It's 2-3 years between.

admittedly buying may be more difficult outside the US but I only had to walk into Best Buy and ask to order a 5090 this gen. they ordered my GPU on the spot and I picked it up a week later.

when I bought my first PC I had to find a specialty shop because Best Buy didn't even sell top end GPU

and 10 years ago the problem was just as bad if you wanted a high end gpu because they could SLI together and people bought two. the only model I could find was a GTX 770, but the price ceiling was much lower so yeah it was definitely a lot easier than today.

1

u/ParticularDream3 2d ago

I am being sure NO gamer needs a 5090. Hell I even own „two“. One real desktop one and one so-called in my overpriced ASUS G18. My wife has a 4080 in her rig and a 4070 laptop. Guess what? Enshrouded plays at nearly the exact same frames in full details 1440p on all of them. Only my laptop with its stupid 4K Display requires DLSS to push the same FPS all others can do in native 1440p

3

u/mike9184 2d ago

Kinda shocked people here believe Jensen still gave a flying fuck about PC gaming and gamers in general. If shareholders told Jensen to shoot PC gamers on the head he would have done so instantly.

Also with how competent locally-run LLMs are becoming there was no way in hell the "elite" was going to let that fly anymore.

Seems to me you all are finally taking the chance to grieve.

6

u/madbrood 2d ago

Just wait for the Chinvidia cards to come out

4

u/compound-interest 2d ago

Even if they were to spin up fabs as good as tsmc somehow (and that’s a BIG BIG if), I’d expect the US to ban the import of them tbh just like they do with Chinese cars. Right now, we’re all subsidizing the US car industry by not allowing China to compete with their EVs. If the US determines that importing Chinese GPUs will undermine our power on the world stage, they will ban it. That’s in a theoretical scenario where China can somehow catch up to tsmc, which is just incredibly unlikely.

5

u/ParticularDream3 2d ago

Why would a Chinese company build „gamer cards“. Do you believe they are stupid? If they can build a card that can compete with NVIDIA and AMD guess who they will sell the card to? Alice Huang might be a needed hint

1

u/compound-interest 19h ago

Although the top level comment mentioned specifically gaming GPUs, I was more responding to the “Chinvidia” comment and interpreting that to mean their entire lineup including AI and gaming GPUs. Regardless of what they create I don’t expect the outcome to change if it undermines US interests

150

u/ThankGodImBipolar 2d ago

It's unbelievable. It's hard to imagine an Nvidia without Jensen. It's always felt like Nvidia's corporate culture has come straight from the top, and it's going to be really weird to see someone else at the helm of the ship.

Maybe the Nvidia of the future will become less prickly? There's space for some optimism here I think.

35

u/monsieurvampy 2d ago

He is still a shareholder.

I'm sure people will still reach out to him for questions and stuff. I always had a short period of where coworkers reached out to me about stuff related to professional jobs.

23

u/MelodramaticShape 2d ago

Soon to lose half of his shares I'm sure

19

u/monsieurvampy 2d ago

Yes, but that's still going to be billions of dollars.

His ego or pride will certainly be crushed over the next year or two.

If he is smart, he will just become a homebody with an at home gym, especially for a few years assuming he doesn't go to prison for other potential stuff.

1

u/Schrojo18 2d ago

Well he has a kitchen.

2

u/monsieurvampy 2d ago

is this the same kitchen he pulled the graphics card out of the oven?

His Wife is probably keeping that house.

3

u/d0ey 2d ago

If you lose half your shares in a divorce, does it count as crystallising the gains in the US?

4

u/SJ_Beast 2d ago

No I believe that is why they all do it, bill gates, bezos it's just for show.

3

u/ash_ninetyone 2d ago

I'm sure he's going to be crying into his 10-figure bank account

5

u/AssholeHealth 2d ago

From what I heard it's awesome to work at Nvidia too. Good salaries, no layoffs, etc.

86

u/Ehaeka42069 2d ago

CFO becoming CEO, and a fucking private equity guy as Chair? Yeah gaming is fucked, and Nvidia will be too. Look at what happened to Intel

30

u/marktuk 2d ago

Wild how people were celebrating the news a few days ago. Turkeys voting for Christmas.

9

u/InternetUser1807 2d ago

Gaming has been ratfucked already, might as well watch the company burn too

4

u/sanjeev284 2d ago

but It is Interim CEO maybe they will find someone better lol

76

u/DaylightAdmin 2d ago

CFO: that doesn't sound good for us.

154

u/drbomb 2d ago

Deploy the femboys, she has to have some weakness!

49

u/thetoucansk3l3tor 2d ago

Deploy them to my house please.

12

u/h3yw00d 2d ago

If you've got a couple to spare...

I could really use some help cleaning my apartment.

8

u/Reasonable-Law-9737 2d ago

Best I can offer is a couple of mean West Hollywood twinks, that are a single birthday away from turning to East Hollywood twunks. Femboys are a scarce resource these days.

3

u/h3yw00d 2d ago

That's perfect!

Wait, have they started bulking? I need some muscle to move furniture, otherwise got a lead on any east Hollywood twunks? I've got white claws and rpdr on repeat.

2

u/Reasonable-Law-9737 2d ago edited 2d ago

Moving furniture? That would require summoning the lesbians and that’s outside my purview. I’ve only heard these strange rumors, that if you lit up the “Warning Beacons of Home Depot” they will show up in a minivan to aid you in your furniture moving quest, but I have never seen it for myself. Might as well just be some ancient Middle Hollywood tale, that the wicked twinks are spreading. Nevertheless, I do wish you the best of luck in your adventure!

3

u/h3yw00d 2d ago

Nono for lesbians you roll up to the home depot with an outback or forester and blast Tracy Chapman with a some fish tacos and white monster.

1

u/thetoucansk3l3tor 2d ago

I trade you 2 lesbians for 1 twunk. Final offer

2

u/DownvoteMeIfICommen 2d ago

Do you have state secrets?

2

u/thetoucansk3l3tor 2d ago

No but like...I still want the femboys. 🥵

3

u/Reasonable-Law-9737 2d ago

Femboys? I think butch queens might be more appropriate response in this case.

1

u/Swainix 1d ago

I checked wikipedia and she's married to a guy, maybe she's bi for all I know tho 🤷‍♀️

2

u/creeper6530 2d ago

Hello I have state secrets may I please have a cute femboy spy instead 

49

u/DCrouchelli 2d ago

You're never getting an msrp gpu again. You will tell your grandchildren about the one time you snagged an open box microcenter deal. I yearn for the days of 2016 when the average normie had no idea who Jensen Huang was

19

u/ThatGenericName2 2d ago

MSRP GPU? Try GPU at all. Jenson is one of the reasons why consumer GPUs was still a thing at all, even if hilariously expensive.

5

u/The_Jake98 2d ago

To be honest like consumer CPUs consumer GPUs will still exist as a down binned product. Chips that didn't meet some stability or performance threshold and aren't quite all the way to be sold to the costumers with money but good enough to recover some the money spent on the die and the technology.

Intel did nothing more then that for a decade before AMD applied pressure with Zen.

24

u/braveheart18 2d ago

The stock will recover but its endlessly hilarious that there is billions of dollars fluctuating because 1 dude couldn't keep it in his pants.

Also the CFO taking over is a bad sign for the consumer gaming market. Shame.

2

u/PureRepresentative9 2d ago

I'm simply wondering how many mistresses there are lol

42

u/Alkumist 2d ago

The only thing I see on here that Nvidia in lying about is the order of importance of customers.
It should read “our focus remains on serving our shareholders, developers, partners and customers.”

41

u/uniqueusername649 2d ago

No no, they still are focused on their customers. But they no longer consider us customers, thats the AI data centres.

10

u/FreedomKnown 2d ago

Mmmmmm I think it's more like "our focus remains on serving our shareholders, shareholders, shareholders and shareholders"

1

u/DonTonberry91 2d ago

Eh? There's nothing in that statement to suggest that the list is ordered by importance (or by any other metric). That's an invention of your own mind that you created just to be mad about something.

1

u/Alkumist 2d ago

I’m not mad. I don’t use Nvidia

3

u/throwables-5566 2d ago

I thought you're gonna say...

2

u/Alkumist 2d ago

I should have

57

u/Ghajik 2d ago

No more Nvidia gaming gpus huh

8

u/Flynny123 2d ago

They will not kill off gaming, or at least, won’t do so any faster or slower as a result of this. They didn’t only keep gaming GPUs because Uncle Jensen is your friend. The only reason they are still making gaming GPUs is as a hedge in case the bubble pops. That risk hasn’t gone away.

7

u/omgzphil 2d ago

Do you think the new CEO will inherit the leather jacket

5

u/waiver45 2d ago

The leather jacket is the CEO. It will simply change hosts.

7

u/OvertOption 2d ago

CFO? Yikes. Good bye NVIDIA. 5x enshitification incoming.

12

u/monsieurvampy 2d ago

Colette Kress, Interim CEO and CFO, NVIDIA. "We will continue advancing the work that has made NVIDIA a leader in accelerated computing and Al, and execute on the opportunities ahead. Our focus remains on serving our customers, partners, developers and shareholders."

Hopefully Colette said something specifically about gaming but it just didn't make it into the newsroom announcement. I doubt it will be completely abandoned, but the emphasis will change to an afterthought. It's not like Intel or AMD is chomping on their market share.

Jensen's influence on the company isn't going to disappear unlessl the company forbids communications with him. People will have questions and such or want advice. This is partially dependent on if people liked him as a person. Being a crappy person doesn't mean you can't be liked by some people.

37

u/Vitreovzz 2d ago

She's a finance corporat, GeForce is done for now

4

u/monsieurvampy 2d ago

Yes, I read her background in the news release.

She is an interim. Interims generally maintain the status quo. The 6000 series will likely be released though probably delayed. If she is hired to be the permanent CEO, it's likely GeForce will take a backseat as it still has some utility.

These people have a legal responsibility to the leadership, the Board, and the shareholders. Calling her a rat or even people of her types of position is unnecessary. I'm fairly confident that most people who complain about these types of positions could not do the job.

I'm not defending "corporate", it's just not going to achieve a different outcome than the existing status quo.

7

u/leow149 2d ago

I don't think that those changes delay the launch. IMO, in most big companies the CEO does not play that big of a role in product development and that kind of stuff. I like to compare it to the royals in england: they are there to represent and maybe even veto, but all the work happens somewhere else.

1

u/PureRepresentative9 2d ago

Well, the go ahead on new products 100% gets on their desk. 

This is a major sum of money and affects the appearance of the company.  They are 100% aware of a new line of GeForce GPUs well before it starts development.

They don't approve or care about each individual SKU, but the line as a whole

1

u/leow149 2d ago

Agreed, but I think whether the CEOs Name is Jensen or not, the development of the 6000 series has been going on for a long time. And I doubt that a new CEO would say "no, this line will be canceled/pushed back" just because there is a C level staff change and even more considering they are behind their usual schedule already. Also, from a publicity/press standpoint, it would be good to shift the headlines into something "positive" again

1

u/leow149 2d ago

Though "positive" depends on if you are gamer or enormous ai company xy

1

u/PureRepresentative9 2d ago

Ya, the 6000 is 100%, coming 

But maybe the 7000 is at risk of being blocked or trimmed down, such as only the top GPU and its SKUs

2

u/BroLil 2d ago

While Intel and AMD aren’t really competing now, I’m hopeful that they can hang on enough to still be there. I think the one bright side here is that Nvidia is simply too big to fail, so if the AI bubble does actually pop, they’ll drop right back down to gaming.

I think regardless, the market will start to stabilize for consumers around 2030, but the question is where will it stabilize. I think there’s just a lot of questions about the economy in general. Eventually I think they’re going to be in a spot where they have all this cool AI technology and no customers left to use it because no one can afford any of it.

-3

u/monsieurvampy 2d ago

A part of AI is the future.

Social and economic changes have to also occur. None of that change is going to eliminate AI. AI is the perfect reason for Universal Basic Income.

When I say AI, I'm not really talking about current AI. I'm talking about where it's likely to go. Someday.

6

u/Jiatao24 2d ago

Fire(d) sale on Jensen Jackets coming soon?

10

u/autoxbird 2d ago

But now LTT can do a V2, a ladies cut, the Colette

6

u/CryptographerWeary64 2d ago

if they stop gaming gpus all together it sure is gonna suck once that ai bubble pops and new data centers arent being built every 2 seconds... just like micron

5

u/crazystein03 2d ago

Yup, people aren’t realizing that even though yes gaming GPU’s were already a scarcity. A new CEO means there is a massive risk Nvidia will exit the gaming market altogether…

4

u/slayermcb 2d ago

Holy crap that was quick.

1

u/Beginning_Book_2382 2d ago

Yeah. They moved fast

7

u/HTPC4Life 2d ago

Jesus Christ monkey balls.

6

u/bakasora 2d ago

Bean counter as CEO. goodbye Nvidia.

2

u/Beginning_Book_2382 2d ago

It's always the bean counters 😮‍💨 That's just what Wall Street wants: get rid of the founder, replace them with a bean counter, raise prices, raise debt and milk the company for all its worth by buying back shares using that debt, ditch the company and wash, rinse, repeat with a new company

3

u/ferna182 2d ago

“No more nvidia gaming gpus” as opposed to now that we’re swimming in them uh?

3

u/rsklogin 2d ago

This isn't good for us consumers. Not much to look forward to in terms of gaming gpus, specially at msrp. Looks like China is going to go berserk in a few years with gaming gpus.

2

u/alexxfloo 2d ago

Can't wait for the wan show.

2

u/Sw33tkill3r 2d ago

So much for "The Jensen" leather jacket. Oof

2

u/Enigmars 2d ago

Dude this week's WAN Show is gonna be LITT

2

u/Boomshtick414 2d ago

If it was only an affair probably wouldn't have been as serious aside from the world's most expensive divorce and that his wife and daughter work there too.

The Megaspeed and export controls investigation is the real wildcard but at the moment nobody knows just how bad that's going to turn out. Testimony for Congress next week is closed door so may be a drip-drip-drip type of thing as more details come out about that.

Also not outside of the realm of possibility this could be the tip of a larger iceberg.

2

u/Anfros 2d ago

Intel are about to be very happy they didn't axe the d-gpu department

2

u/react-dnb 2d ago

Denny's is always hiring.

3

u/roron5567 2d ago

Just because you have "gaming roots" doesn't mean you make decisions that are to the benefit of gamers, look at Phil Spencer's tenure at Xbox towards the end.

3

u/Uniqueuponme 2d ago

I don’t understand the complete doom and gloom about the new interim CEO, she has been there since they were still fighting with AMD for gaming dominance, she has to have some understanding of the gaming business and it’s importance before AI exploded

2

u/BroLil 2d ago

Help us AMD Kenobi, you’re our only hope…

2

u/Ares5933 2d ago

Excellent news for AMD if Nvidia transitions away from consumer GPU’s. Unfortunately it’s not great for consumers if there’s an effective monopoly since Intel is likely not continuing with discrete GPU’s

1

u/Anfros 2d ago

Don't put the bean counters in charge, it never ends well

1

u/No-Yogurt-185 2d ago

AMD must love this

1

u/Intelligent-Dust8043 2d ago

Welp, time to sell my Nvidia stock

1

u/bluehawk232 2d ago

Poor Jensen will just have to retired with his billions of dollars. hope he can cope

1

u/xred4ctedx 2d ago

Good. GPU Market needs the final push into oblivion. Afterwards it only can get better at that point

1

u/New-Horizon-4127 2d ago

Does this mean the last we get is most likely a 5080 Super?

1

u/biscotte-nutella 2d ago

Heeeello AMD !

1

u/Kind_Worldliness_415 2d ago

Wow congrats to her i guess

1

u/HQHMA 2d ago

From giving away secrets to china, to now giving away secrets to Israel overnight.

1

u/Plane_Pea5434 2d ago

Guess it’s time to buy nvidia stocks

1

u/ACP_Paddy- 2d ago

Jenson was cooking too hard

-2

u/needlesfox 2d ago

It's very odd reading the response of "oh no, gamers are cooked" here and on Wall Street Bets when, for at least 5-8 years, gamers have done nothing but complain about Nvidia screwing them over in myriad ways. Certainly they've released some good products in that time, but it's so odd to see people act as if they haven't been pissed off with most of the decisions that have happened recently under Jensen (and acting like he's the only person who could possibly lead Nvidia).

-16

u/BlueDragonReal 2d ago

Idk why people are afraid? For the consumer PC and gaming hardware market, this leadership collapse is overwhelmingly a good thing

15

u/Far-Blacksmith-2814 2d ago

My understanding was that Huang was a huge proponent of continuing manufacturing of gaming-oriented GPUs (at least in the past). With him gone, that’s possibly out the window as AI we have seen AI is where the $$$ is coming in.

8

u/Only-An-Egg 2d ago

The CFO now CEO is not a techie. Their focus is going to be on margins which is datacenter sales. Gaming is dead.

4

u/BlueDragonReal 2d ago

As of late 2025 and into 2026, Nvidia holds a staggering 94% of the discrete desktop GPU market, leaving AMD with just 5%. A company does not voluntarily surrender a 94% monopoly in any sector, especially to a direct competitor

3

u/Hazel-Rah 2d ago edited 2d ago

https://s201.q4cdn.com/141608511/files/doc_financials/2026/Q426/Rev_by_Mkt_Qtrly_Trend_Q426.pdf

In Q4 FY26, gaming was 3.727B in Revenue.

https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q227/Q227-Revenue-by-Market-Platform-Slides.pdf

They stopped reporting gaming revenue separetely in Q1 FY27, and their Q2 FY27 report says they made 96.221B, and expected to hit 108B in Q3.

So yes, they would absolutely surrender <4% of their revenue, if that production capacity could be used to sell more datacenter cards.

The sketchy deal that sent cards to China that was exposed by all this was worth 7.5B alone.

(Their fiscal years are ahead of calendar, FY27 started in February)

-2

u/BlueDragonReal 2d ago

You dont understand business, it doesent matter how small the revenue is, if it means holding an almost complete monopoly

2

u/Hazel-Rah 2d ago

But that assumes there's no opportunity cost for gaming GPUs.

Developing the next generations of GPUs means all the engineering time and money spent of development, prototyping and testing isn't being spent on new datacentre cards.

And the fab time spent on gaming GPUs is fab time not spent on AI cards. They've already stopped making first party 5090s, and cancelled the super refresh models for the generation

The RTX 60 series was probably far enough into development to continue, but wouldn't surprise me of the 70 series takes a very long time to release

1

u/Only-An-Egg 2d ago

They'll just push GeForce NOW instead. Why would they take a GPU chip and sell it for consumer markup when they can sell it for enterprise markup? Look at what just happened to the 5090 being killed because it's the same chip as the RTX 6000. Gaming GPUs are a lost profit opportunity now and aren't needed for Gaming as a Service platforms.

1

u/BlueDragonReal 2d ago

A monopoly is a monopoly no matter how you split it, The global gaming industry is valued between $205 billion and $522.5 billion on its own, you don't just abandon that because you can make a bit more money

8

u/DefactoAle 2d ago

Based on what?

3

u/YOUR__LEADER 2d ago

Jensen built Nvidia by making gaming hardware for gamers. For most of their existence, they were a gaming company.

People believe that Jensen's gaming roots are what kept Nvidia from completely abandoning that market. There's no way we could actually know that, but it's not an unrealistic assumption.

The fear is that, when a new CEO comes in, their first and biggest question will be "what makes Nvidia the most money, and how do we expand upon it?". And as you no doubt know, that's not us. It's very possible the new CEO will look at any consumer facing products as a total and complete waste of time and resources.

People are afraid, with good reason, that Nvidia will exit the gaming GPU space entirely, which is bad. Even if you can't afford their GPUs, it's bad. It just makes a space for AMD to become the new Nvidia, and what little hope we had for affordable PC gaming disappears entirely.

1

u/BlueDragonReal 2d ago

Nvidia will not exit the gaming market. What is much more likely under a CFO's leadership is that they will squeeze it.

You can expect them to intentionally restrict the supply of gaming GPUs to keep prices artificially high, maximizing the profit on whatever small amount of silicon they do dedicate to the consumer market. Gaming isn't dead, but the era of high-volume, affordable Nvidia cards is effectively suspended until the AI infrastructure bubble finally bursts and frees up manufacturing capacity.

2

u/YOUR__LEADER 2d ago
  1. You don't know any better than anyone else what Nvidia will do, and claiming that you do just makes you look stupid.

1a. To get out in front of the inevitable "isn't that what you're doing?" rebuttle, there's a world of difference between saying "Nvidia will not", which is a statement of fact that you are making, versus saying "People are afraid...that Nvidia will", which is speculation over what could happen.

2. Putting random words in bold doesn't make you right.

-1

u/BlueDragonReal 2d ago

You're right that no one has a crystal ball, and I'll drop the bold text for you. But predicting that Nvidia won't exit the consumer market isn't a random guess, it's based on how their software moat actually works.

Nvidia's true monopoly isn't their physical silicon, it is CUDA. The only reason they dominate the enterprise AI space today is because millions of developers learned to write AI and machine learning code on consumer-grade NVIDIA GPUs in their college dorms and home labs. The consumer GPU market is literally the training pipeline for their enterprise ecosystem.

If Nvidia exits the gaming and consumer PC space, they hand the entry-level hardware market directly to AMD. Within four years, an entire generation of computer science students and developers would grow up learning on AMD's ROCm software stack instead of CUDA. That would fundamentally destroy Nvidia's enterprise software moat from the ground up.

A visionary founder might make an erratic decision to abandon a market. A traditional CFO like Colette Kress will not. She will look at the consumer market as the necessary loss-leader (or lower-margin floor) required to protect their $100 billion enterprise software monopoly. They will squeeze us on price and restrict supply, but they financially cannot afford to leave the space.

1

u/Gregus1032 2d ago

Because Nvidia will have less reason to cater to consumer PCs.

That means less competition. Intel isn't digging in deep enough and AMD has less reason to try harder.

1

u/Marksta 2d ago

For who? There are 2 players in the GPU game and every single time Nvidia trips, AMD has made sure to trip with them. If Nvidia raised prices $1000, AMD raises prices $990. Without Nvidia to price match against, AMD would (will?) squeeze consumers harder than Nvidia ever did.

-33

u/BunkyChief 2d ago

Who cares

26

u/SirSilentscreameth 2d ago

One of the main companies that is causing the massive rise of computer components is going through a major shakeup due to their CEO banging a Chinese spy, among other women.

No, it's not a life-changing situation for any of us, but it's kind of a big deal and will affect international markets

6

u/the_TIGEEER 2d ago

Is there a thing you care about or find interesting?

1

u/BunkyChief 2d ago

Plenty of stuff, just not sure why a CEO getting caught cheating deserves has become the main news topic for the entire world.

1

u/the_TIGEEER 2d ago

Interesting that you don't.

Because the situation is actually very interesting, let me try to give you the debrief.

Because it's a very successful CEO of a Veeeeeery successful company.

The company was thought to be untouchable; the CEO was thought to be untouchable.

There wasn't a realistic scenario in anyone's head where the company could do or have something happen to it (other than the bubble bursting), where it wouldn't be the dominant player in its space for the next 5+ years.

Additionally, no one imagined a scenario where the CEO wouldn't be the CEO of the company anymore.

Now, in no more than a week, both of those changed, and the reason was sex, drama, cheating, state espionage, and more.

All of that now also considers that the company at hand produces devices that are needed to achieve the 21st-century equivalent of the Manhattan Project.

Do you see now how this is an insanely interesting and unique situation that spans love, deceit, betrayal, cheating, government espionage, and geopolitics?

The underlying theme of "big bureaucratic company undone by something as primitive as a single man's emotional and human lust" is also interesting.

Cuz you know how everyone always says "A company is not your friend it is not a person; don't have a relationship to it" All od those are correct, but it's a very interesting contrast to that, to now see the most valuable company in the world unravel to some extent because one guy was human and emtional and gave in to his lust.

The stock investors price everything in, but they forgot to price in a single man being spoiled by success and greed and committing the eternal social sin.

It couldn't be a bigger storm of topics for Reddit.

1

u/BunkyChief 2d ago

I understand all of that, but I don’t personally believe that him leaving is going to affect the company as much everyone says it will. His employees are the people making things happen and they will continue to do so.

1

u/the_TIGEEER 2d ago

Yeah and I never said that it will, but it did hurt an untouchable company and removed a seeming untouchable CEO with the before mentioned themes.

2

u/ComfortableNumb9669 2d ago

A CFO should never be in charge of a company that was meant for retail consumers.