NVIDIA is betting that AI will get them out of the new “graphics card crisis”, and the market agrees with them

The world of graphics cards You are in a worrying situation right now. High prices and a shortage of semiconductors since 2020 have led to a new 15-year low for GPU sales. However, and despite having lost almost half of its annual profit, NVIDIA expects that it will be the AI which improve the situation.

Apparently, ChatGPTone of the most cutting-edge and widely used Open AI applications today, is run in more than 10,000 graphics cards from NVIDIA, something that offers the Californian company a spectacular advantage over the competition. Jen-Hsun Huang is clear about it, and it is that he affirms that “in no computer age, a computer platform, ChatGPT, reached 150 million people in 60 or 90 days. I mean, this is something quite extraordinary.”

Even though the AI is not a commercial product For daily use that can be sold in huge quantities, its use in recent months has given rise to doubts about the authorship of images on the Internet, to almost dependence. That is why Californians see in this boom what maybe I took them out of the economic quagmireand the market seems to agree with them.

The rise in the value of the shares collides diametrically with the situation of NVIDIA during 2022. Within a year, Californians have come across the benefit obtained by the branch of gaming (the sale of graphics cards) has fallen well below its data center revenue.

As we mentioned at the beginning of the news, a new low has been set in the GPU market, something that in the case of NVIDIA translates into the loss of 46% profit during the last quarter of 2022. Even so, NVIDIA seems to be satisfied with the sales of the RTX 40.