Interesting how polarising the term NVIDIA GPU is nowadays....

Interesting how polarising the term NVIDIA GPU is nowadays. So....the cloud gaming software has two parts, the part that connects a user to a GPU server and loads the game and the part that streams the game to the mobile device. The streaming part has been optimised for AMD hardware. Hardware in that context means GPU/CPU/ENCODER and the part that makes it very good on AMD is that our software enables the encoder card (AMD MA35D) to grab the video frames direct from the GPU frame buffer and send it to the mobile device in min clock cycles. Couple that withe the containerisation of the game and some other clever software tweaks and you have one very very fast interactive video streaming solution. The reason for all this optimisation is that other cloud gaming platforms like Geforce now are unable to deliver at low ARPU's profitably so are relegated to the countries where you can sell a cloud gaming subscription for $10 but only achiveve 10's of thousands of subscribers. In our case we are optimising for subscription rates in India that are as low as 10 cents but will scale up to 100M+ subscribers. The jiogames.com platform is being delivered now on this AMD solution. But back to NVIDIA, there are a lot of old Geforce now servers in the world that have been replaced byt the latest NVIDIA Geforce platform so it makes sense to port our software to those and then telco's that want an alternate platform can use ours and sweat the old assets. Version 3.0 of the streaming server is a simple port. We're doing it now for Jio. Its not as fast on NVIDIA but the NVIDIA hardware in most cases is already written off so the net result is commercially viable for the operators. And on the AI front, running a game is not dissimilar to running a model in inference mode so we can do that too but the domain where we would find our differentiator is in Ai applications that have an interactive video use-case. Anyone can do LLM hosting so there's limited upside in chasing that market too hard but robotics and drones might be differet. What we have in gaming though is very unique.