Higher obligations like... letting sweaty PC gamers run GTA 6 at 4K? I'm only half joking with the characterization, but AI at least have a good story going for it, productivity gains, competition with china, etc. What does gaming have going for it? For a slightly less sympathitic example, imagine there's some water shortage and datacenters[1] bought up all the water rights, forcing golfers to play on brown golf courses. Are we really supposed to be mad at either the datacenters or the farmers that sold the water rights, because they weren't serving the "higher obligations" of golfers wanting green golf courses?
[1] yes, I know they don't actually use that much water.
>When the bubble pops (and it will pop), Nvidia's sales to AI customers will crater. When that day comes, they will come to regret chasing away all the customers who would still be giving them business if they had not been cast aside as "not profitable enough, sorry guys".
As much gamers would love this revenge fantasy to happen it's not going to happen. I wager there's approximately zero brand loyalty in the PC gaming market. If nvidia is going to lose customers, it's because they're behind technologically.
It was not advancing good story. If you listened to CEO it was advancing pretty horrifying story of obsoleting people and centralizing all power into their own hands.