The current situation is still caused by manufacturing constraints at TSMC for the cutting edge nodes which both the consumer and data center parts occupy so it makes sense for Nvidia to prioritize the higher margin parts. So it make sense to have some product segmentation in place to prevent one market completely cannibalizing the other while leaving Nvidia with less profits. But then what's stopping cloud customers from scalping up all the consumer GeForce stocks for cheap and putting those in the data center like in the crypto mining days?Ĭloud customers can afford to pay more for those GPUs than gamers because they generate revenue with them, gamers don't.
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