DLSS 5 and the AI shell market

DLSS 5 is another AI product that is being forced onto a base of non-customers. It is the market eqivalent of spiking drinks. The demand isnt there, but if it is forced into every product then the usage numbers are there.

This is the straw house that Nvidia has built. Local, edge AI workstations with tailored LLM models are much more efficient and lucrative for model designers, but Nvidia wouldn't nearly make as much money as they are with data centers. But data center AI isnt ideal when it exposes or compromises intellectual property, so AI has to be baked into things that aleady have demand to boost AI usage.

Nvidia is a vacuum tube company that wants to commercialize the ENIAC. Jensen Huang is quickly headed for a history footnote memorial about the man that caused the world to lose a decade of progress.