> That implies combined hyperscaler cloud and AI revenue going from: $330B today to $1.2T within 3 years :-))
You’re ignoring the fact that gaming is going to the cloud.
That industry is bigger than Hollywood.
Desktop computers will invariably follow.
The RAM shortage will drive the transition.
For instance, my wife uses her personal laptop about four days a year.
People like that won’t be buying personal desktops or laptops, five years from now. The RAM shortage will drive a transition into thin clients.
I already see it with our kids. They use an iPhone, unless they need to type. Then they use an iPad with a BT keyboard.
What amount of the gaming industry do you think will go to AI providers and not game developers?
You think we'll replace gaming and desktop computers into the cloud in the timeline of the poster above (2-4 years?)
Just not realistic.
Even if gaming goes to the cloud, how are they going to run the massive existing library of video games on the dedicated AI inference hardware that everyone is buying right now? Seems like that pivot would require even more spending.
And how are they going to get sub-5ms round trip latency into the average consumer’s home to avoid people continuing to see cloud gaming as a janky gimmick that feels bad to use?