You shouldn't believe him because he is a total clown. His hardware "leaks" are 50/50 which ain't too bad of a track record I guess, but this guy is pretty much the Jim Cramer of tech takes. Read this from 5 years ago and that's all you need to know.
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I take everyones word with some salt.
Ya I don't buy that NV is all that concerned with AMD.
My guess is he is partly correct on his take though.
I think Nvidia is worried about Nvidia.
I think Jensen knows his next mega chip is going to suck for traditional raster graphics. (like not suck suck but just not be much if any improvement over what they are currently doing) I think the same will be true for ray tracing. I think the next gen they have cooking has little to zero improvement. For traditional gaming tech, and that I guess now includes RT. If they drop a 6000 series that is only 10% faster then the current 5000 series... in 2028. I mean how is that going to go over?
On the other hand they are very much improving the bits that can apply a real time insta gram filter to an entire game. I don't doubt that the 6000 series will be a lot better at doing whatever the fuck this BS is then the 5000 is. I don't doubt what takes 2 5090s right now will get optimized a bit to run on one 5090 and poorly on a 5080... but it might run decent on a 6080 and marginally on a 6070.
As much as I hope the "rumors" are true about AMDs RDNA5 being solid. Either way I doubt Jensen is really all that worried either. This is just the 2000 launch all over again. Cards that loose to the previous gen. The 1080ti was faster in many titles then the new 2080s. BUT could they RT bro ?