I mean, we can debate “high-end”. By RDNA 5, we should have 4k @ 120 fps as a base-line for all dedicated GPUs. Where do you go after that in consumer GPUs?

While there will always be a small, enthusiast market for super-high end GPUs, I’m not sure the mainstream will be interested in pushing 240 FPS. Maybe Nvida sees the writing on the wall, which is why they’re pivoting away from consumer-focused GPUs.

And if AMD continues to serve us solid 300-600$ dGPUs until then, I think that’s still a win. I don’t think the market for >1000$ dGPUs is that large anyway.

AMD’s CPUs have been blasting for years. Crazy to think they’re still only around 20% market share…

Just because you can’t win, doesn’t mean you lose.

AMD can very well carve a niche out for itself, even if Nvidia owns the top. Nvidia seems more interested in B2B anyway, so while their performance leadership will probably remain, they’re paying less attention to consumer GPUs.

There absolutely is a market for mid-range GPUs that can play 4k content at a reliable 60-120 FPS. Anything beyond that isn’t hugely relevant anyway.

The consumer GPU market is reaching a ceiling anyway. So I’m not sure how much room is left.

If AMD can sell 4k @ 120 FPS for 300€ in 2025, they’ll remain relevant.