The thing is, consumers didn’t push Nvidias stock sky high, AI did. Microsoft isn’t pushing anything sane to consumers, Microsoft is pushing AI. AMD, Intel, Nvidia and Qualcomm are all pushing AI to consumers. Additionally, on the graphics side of things, AMD is pushing APUs to consumers. They are all pushing things that require higher memory bandwidth.
Consumer will get ”trickle down silicon”, like it or not. Out of package memory will die. Maybe not with you next gaming rig, but maybe the one after that.
The thing is, consumers didn’t push Nvidias stock sky high, AI did. Microsoft isn’t pushing anything sane to consumers, Microsoft is pushing AI. AMD, Intel, Nvidia and Qualcomm are all pushing AI to consumers. Additionally, on the graphics side of things, AMD is pushing APUs to consumers. They are all pushing things that require higher memory bandwidth.
Consumer will get ”trickle down silicon”, like it or not. Out of package memory will die. Maybe not with you next gaming rig, but maybe the one after that.