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NNTP-Posting-Date: Thu, 06 Jun 2024 21:42:38 +0000
From: Spalls Hurgenson <spallshurgenson@gmail.com>
Newsgroups: comp.sys.ibm.pc.games.action
Subject: Two Random PC Business Facts
Date: Thu, 06 Jun 2024 17:42:37 -0400
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1) Apparently, Nvidia is now worth more than Apple, valued at $3.01
trillion USD versus Apple's piddly $3 trillion USD.*

Of course, this is market capitalization, which is less 'real' value
than the speculative beliefs of market traders. That both Apple and
Nvidia are valued so highly on the market is sort of ridiculous, but
that's tech stocks for you. Still, it's a reminder of how big a name
Nvidia is in the industry now... and its not because of their video
cards. /That/ division is pocket change to them; they're all about
GPU-compute and AI these days. 

I sort of wish Nvidia would divest its GPU-gaming division so that its
gaming video-cards wouldn't be second fiddle to all its other
activities. Then again, I'm not sure that any company could continue
to develop high-end gaming cards without the deep pockets of a larger
parent corporation. It's no coincidence that there are really only
three options for PC gamers when it comes to video cards - GeForce,
ATI, and ARC - and all three are backed by mega-corps (NVidia, AMD,
and Intel, respectively) who look at their GPU divisions as 'neat
extras' rather than their primary products. Long gone are the days
when there were dozens of options for PC aficionados to choose from;
things have changed. And not for the better, as far as I'm concerned.



2) Mobile gaming brought in $90 billion dollars in 2023, making up 49%
of revenue of the global gaming market.** And, as far as I can tell,
that's just for the sale of games and MTX, and doesn't include revenue
from advertising/data-harvesting.

"Real" gamers often focus on whether the best option is PC or
Playstation or XBox, and bemoan when their favorite game only appears
on one platform or the other. But the above is a reminder that, as far
as the financiers are concerned, the BEST platform is the one that
brings in the most cash... and that's mobile gaming. Everything else
is small potatoes in comparison. And if those other platforms want to
keep up, they'd better start following mobile gaming's example.

Which is why we keep seeing more and more MTX in our 'real' games. 

It's depressing, really. 







* read here:
https://www.theverge.com/2024/6/5/24172363/nvidia-apple-market-cap-valuation-trillion-ai
** read here:
https://www.gamesindustry.biz/mobile-accounted-for-904bn-of-global-games-revenue-in-2023