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Will AI demand stifle new gaming GPUs?

Chiplets won’t save gaming for node demand.

Jon Peddie

The surging demand for AI chips has led major manufacturers like AMD, Intel, and Nvidia to potentially prioritize AI chip production over gaming GPUs from TSMC. This shift is driven by the allure of extraordinary profits, although it remains unofficial. Factors like cryptocurrency trends and pandemic-induced shortages have kept graphics board prices high, with AMD’s Radeon RX 7800 XT providing some relief. Rumors suggest AMD may divert production towards FPGAs and GPU-compute chips for AI, potentially impacting the next-gen GPU supply for gaming. Nvidia is also rumored to focus on H100 AI chip production, impacting RTX 40XX GPUs. While gaming
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