The post-GeForce era: What if Nvidia abandons PC gaming?

Summary

Summary created by Smart Answers AIIn summary:PCWorld explores Nvidia’s potential shift away from PC gaming as AI data center revenue reached $51.2 billion versus just $4.3 billion from gaming in Q3 2025.Rising component costs and memory shortages driven by AI demand may force Nvidia to cut gaming GPU supply, with RTX 7000-series cards expected to start over $2,000.This transition could push gaming toward cloud services like GeForce Now, fundamentally changing how consumers access high-end graphics performance through subscription models instead of hardware ownership. Imagine it’s the year 2030 and Nvidia has just announced its newest RTX 7000-series graphics cards. But the cheapest of the cards is priced over $2,000 and the top model is nearly double that. The series offer minimal uplift on rendering performance, but they’re incredibly good at accelerated upscaling and frame generation. Plus, memory bandwidth is almost double over the last-gen models. Let’s continue the hypothetical: Nvidia’s new xx60-series cards aren’t expected for months while Nvidia stockpiles enough defective GPUs. But don’t worry if you can’t afford these new cards or don’t want to wait. Why? Because GeForce Now offers the full upgrade right now for an “affordable” monthly fee, especially with an annual sub locked in. I wrote the above as a nightmare scenario, but it’s odd how close it sounds to the launch of the RTX 50-series. It’s a history that seems likely to repeat and accelerate as Nvidia’s gaming division becomes an ever-more-minor side hustle to its AI initiatives. Nvidia could effectively give up on gaming in the near future, and that might be the most financially sensible thing to do if the AI bubble doesn’t burst. But what would happen if they did? Just follow the money The numbers behind my pessimistic prognosis paint a stark picture. Nvidia’s Q3 2025 revenue topped $57 billion. Guess how much of that money came from data centers? A whopping $51.2 billion. That’s just shy of 90% o...