Last month, November, was a shockingly terrible month for video game sales in the U.S. While we traditionally think of November as a huge sales month what with Black Friday and all, November 2025 was the worst November in video game hardware unit sales, and the worst in physical software dollar sales the U.S. has seen since 1995.
Data centres aren’t run by hardware manufacturers. When Nvidia/Micron/Samsung run out of enterprise corporations to bilge funds out of, they will return back to selling to consumers.
Does this mean that things will 100% return to how they were in the ‘Before Times’? No, let’s be real - the surplus of under-used data centres will definitely result in a push towards cloud gaming, online experiences and the like - but in an ideal scenario we would end up with more choice and not less.
But again, this all hinges on the current AI bubble bursting in the near future - followed by a pretty bad recession/depression.