Absolutely. As more manufacturers leave the consumer market for the lucrative DC market, cloud gaming will become the norm as most of us won’t be able to afford hardware at home… and that makes me really sad. We’ll start to see the end of homelabs and self-hosted software, as well as our gaming rigs. Nvidia and Microsoft both offer cloud gaming platforms and are both neck-deep in AI & AI hardware.

We may also see DIY chips and new innovation to bypass the hardware availability problem, but as we become more reliant on AI/LLMs I worry that we’ll lose that innovation. The bubble pop cannot come soon enough.