It's funny that it takes checks notes a video game card manufacturer to make a good sandbox for AI agents and not the AI companies themselves...
It's funny that it takes checks notes a video game card manufacturer to make a good sandbox for AI agents and not the AI companies themselves...
You're mistaking what a company started as for what it is now. Nvidia hasn't just been a video game card manufacturer in well over a decade, and hasn't been primarily one for quite a while now.
They are the premier manufacturer of electronics that power all the current AI. Why wouldn't they be contributing heavily to the space?
https://www.nintendo.com/jp/others/playing_cards/lineup/stan...
They also make legal threats I think.
5.5% of Nvida's revenue comes from consumer gaming cards. That's like saying Nintendo is a playing card company because they still sell playing cards.
The economist literally called Nvidia the "Central Bank of AI". https://www.economist.com/interactive/briefing/2026/09/03/nv...
I'd argue that Nvidia is the biggest and most important AI company in the world.
This isn’t even the sandbox. It needs Docker or other virtualization. This seems to sit a level up and orchestrate sandboxes and access to network & resources. It’s a pretty heavy setup from what I can tell.
Yes Anthropic, Meta and OpenAI are just addicted to video game cards, they are buying in bulk so they can play gta 6 on launch.
It's funny that people think Nvidia is still a video game card manufacturer
They literally don't even mention gaming revenue in earnings calls anymore. It's lumped in an "edge computing" category.
is that true? if so that's wild, since they're still dominant in the gaming market as the premium hardware relative to competitors.
It's true. It says a bunch about their competitors where Nvidia isn't at their a game and have been offering 8Gb cards for a solid decade and nobody out competed them. But also gamers pride themselves on how cheap they are and how they can get a deal, it's not surprising that companies simply just give Nvidia more cash.
Nvidia is dominant only in a very tiny segment of the gaming industry.
The vast majority of gaming market share and revenue comes from mobile, where Nvidia doesn't participate.
The next biggest is consoles, and neither Xbox nor PS uses Nvidia cards.
That only leaves the PC GPU market, which they do dominate, but still split with AMD.
And all of this is only for hardware. Nvidia doesn't make or publish games, and doesn't own any distrubution channels.
So I doubt Nvidia makes a meaningful chunk of the overall gaming industry revenue.
Nvidia offer geForce game streaming and they do provide the hardware for Nintendo Switch console, both Switch 1 and Switch 2. And the keynote address at Nvidia's annual meeting just last year was all about demos of games with AI upscaling tech as well as LLM-driven agentic character development...
TAM for the PC gaming consumer market is trivial compared to enterprise AI
> is that true? if so that's wild, since they're still dominant in the gaming market as the premium hardware relative to competitors.
Doesn't seem that wild to me considering it is less that they abandoned the gaming market to any strong competitors and more that the gaming market is both basically irrelevant compared to the money being shoveled into AI and is also to some degree being strangled to death by AI because of the overlap in supply chain inputs.
AIs will control humans so we'll be the video game.
In that case, can I choose German video games (e.g. Farm Simulator, Truck Simulator) not American video games (e.g. Doom, Call of Duty, Wolfenstein)?
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