[JohnBooty]

It's hard for me to believe they'll put 100% of their eggs into the AI basket, even if it's insanely more profitable than consumer GPUs at the moment.

AI is simultaneously a bubble and here to stay (a bit like the "Web 1.0" bubble IMO)

Also, importantly, consumer GPUs are still an important on-ramp for developers getting into nVidia's ecosystem via CUDA. Software is their real moat.

There are other ways to provide that on-ramp, and nVidia would rather rent you the hardware than sell it to you anyway, but.... I dunno. Part of me says the rumors are true, part of me says the rumors are not true...