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this post was submitted on 13 Nov 2026
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Did Don Huang really still have gamers as a priority anymore, though?
I think the point they are trying to make is... Huang may have seen a time when gamers were a part of their base... the new CEO will likely start from the position of datacenters only.
Lets put it this way, we're downgrading from Mike Pence to JD Vance... yes the bar was on the floor... but they will find a way to go so much lower.
More reason for anyone to make the bubble burst faster.
He’s always pushed side stuff, like robots and AR and artificial datasets, even in the LLM boom. But he literally designed their first GPU; I think he was there too long to ever lose graphics as a priority in his mind.
Graphics isn’t just gaming. It never was. It’s forever been a mix of workstation stuff too.
The fear is that a new CEO will just look at Nvidia as an AI ASIC maker, specifically.