>Video game console hardware has lower margins than gaming PC components, which are already a very low-margin market segment
The high end has quite generous margins and the volumes are absolutely insane, which is why we're now doing HPC and ML on what is basically gaming hardware. Nvidia have a broad spectrum of markets, from the high margin and low volume Quadro to the low margin and high volume GTX - in a business that's dominated by NRE costs, that's a good place to be.
Apple providing support for gaming wouldn't necessarily be profitable in itself, but it'd potentially provide the volumes to improve their offerings for professional rendering applications. Apple refuse to do business with Nvidia and they've been hamstrung by AMD's weak offerings, but a gaming-focused Apple could acquire some IP and tape out their own GPUs.
The high end has quite generous margins and the volumes are absolutely insane, which is why we're now doing HPC and ML on what is basically gaming hardware. Nvidia have a broad spectrum of markets, from the high margin and low volume Quadro to the low margin and high volume GTX - in a business that's dominated by NRE costs, that's a good place to be.
Apple providing support for gaming wouldn't necessarily be profitable in itself, but it'd potentially provide the volumes to improve their offerings for professional rendering applications. Apple refuse to do business with Nvidia and they've been hamstrung by AMD's weak offerings, but a gaming-focused Apple could acquire some IP and tape out their own GPUs.