Author argues that DLSS 4.5 will not benefit NVDA or gaming GPU sales due to memory-driven PC pricing issues.
NVDA — AVOID The author believes DLSS 4.5 will not make any difference to NVDA or increase gaming GPU sales because of the memory crisis on gaming PC prices. The mechanism is that high memory costs on gaming PCs suppress demand for new GPUs, neutralizing any feature-driven catalyst. The author does not specify a time horizon or additional risk beyond this pricing constraint.
I don’t think DLSS 4.5 will make any difference to NVDA nor will it increase gaming GPU sales given the memory crisis on gaming PC prices.