> Working on building custom designs and consulting on custom GPU projects would be helpful as well by helping monetize their existing design practice during slower markets.
Apart from Nintendo, who has successfully partnered with Nvidia? Apple, Microsoft and Sony have all been burnt in the past.
National Labs (kinda), a big pharma company I don't think I can disclose, and a couple HFTs, but it's a muscle they will need to build out, because Broadcom are Marvell are eating their cake.
Nvidia has started formalizing that last year [0], but it's a new muscle for them.
Apart from Nintendo, who has successfully partnered with Nvidia? Apple, Microsoft and Sony have all been burnt in the past.