On November 12, NVIDIA announced that co-founder Jensen Huang has stepped down as CEO, with Executive Vice President and CFO Colette Kress appointed as interim CEO. PC Gamer author Andy Edser believes this management change may not be good news for PC gaming, expressing concern that the priority of consumer gaming GPUs could decline further.
Andy Edser views Jensen Huang as a supporter of PC gaming, referencing his public image when showcasing new graphics cards and gaming laptops in the past. However, data cited for fiscal year 2026 shows that NVIDIA's data center business revenue reached $193.7 billion, while gaming business revenue was $16 billion, accounting for only about 7.4% of total revenue.
Based on this, Andy Edser predicts that the successor will still need to prove to investors that the AI boom can continue, potentially placing consumer-grade GPUs at a lower priority. This is merely media commentary; NVIDIA has not announced any cuts to its gaming business. Even before the official announcement, similar concerns appeared on Reddit, with some users arguing that the high prices of the RTX 5080 and RTX 5090 have already harmed gamers.
NVIDIA plans to release its first earnings report under the new management on November 17 local time. How the company discusses its gaming and consumer GPU businesses will be a key focus for outside observers.