this post was submitted on 27 Feb 2024
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No really. NVIDIA's entire business is based on one main chip design. How would you brake up a company, that essentially only has one design it implements in various degrees for their products.
There is literally nothing to break up.
Ai accelerators and gaming gpu could definitely be split apart. AMD already uses different architectures for those applications and they have notably smaller engineering teams.
Raytracing could also ostensibly be spun into a separate division. That's already split quite a bit in the architecture. Then Intel, AMD and whatever other competitors pop up could license the raytracing tech stack or even buy raytracing chiplets.
Some of the software solutions like DLSS could be spun off and allowed to license to competitors.
No they can't, because all Nvidia products are similar base designs at different scales.
NVIDIA has for many years designed the main chip first, the biggest baddest of them all, used for the very highest end products. All other products are based on selecting parts of that, to make the chips cheaper for their respective markets. There is no reasonable way to split this up.