this post was submitted on 04 Feb 2026
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This is a big part of it, imo. They kissed the ring.
The other part of it is that, per the article, this is an “AI” pivot. This is not them making more consumer-oriented GPUs. Which is frustrating, because they absolutely could be a viable competitor in low-mid tier if they wanted to. But “AI” is (for now) much more lucrative. We’ll see how long that lasts.