Money shot:
Zooming back out, we think the overall picture is clear. NVIDIA has downsized essentially all of its gaming GPUs in terms of relative configuration compared to each generation’s flagship. All of the lines go down. The chart from earlier had a lot of words to say one thing: Line go down = bad. We don’t want the line to go down. We want the line to stay the same or go up.
The 80 class is now in line with former 70 class GPUs and the 70 Ti/Super class is now in line with former 60 Ti class territory. The last 60 class card was configured like a 50-class of yore.
For Nvidia gaming is now just an annoying side project that they have to keep up with to maintain their Plan B scenario. They are a highly sophisticated organization, somewhere in their internal analysis there is a scenario that covers a significant decline in "AI" GPU revenues.