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So this is why Nvidia isn't lowering the price on the GPUs despite them sitting on the shelves and not selling. They make enough money from customers in the dat

So this is why Nvidia isn't lowering the price on the GPUs despite them sitting on the shelves and not selling. They make enough money from customers in the data center and supercomputer businesses that gaming is just a small market.

adam_arthur 3y ago
Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Despite the AI hype, Nvidia’s datacenter revenue was down QoQ and only up 10% YoY. It remains to be seen if the growth trajectory has changed meaningfully over the last quarter, because the stock is priced for massive earnings growth while their revenue and earnings have been actually shrinking. We’ll find out on the upcoming earnings call https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenu... https://www.macrotrends.net/stocks/charts/NVDA/nvidia/eps-earnings-per-share-diluted https://www.macrotrends.net/stocks/charts/NVDA/nvidia/eps-ea...
- HybridCurve 3y ago
  >Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Is it? I remember hearing they didn't make much money from their consumer GPU products a few years back. This was one of the reasons why they tried to clamp down so aggressively on people using desktop GPUs for computing. They had made a number of driver changes which restricted the capabilities of anything but the tesla and quadro products. They were also restricting bulk purchases of their cards.
  - UncleEntity 3y ago
    IIRC they did that because the crypto miners were buying them all up and they wanted normal folks to be able to buy them too. Not that big of a deal these days and I doubt they’d make it so someone couldn’t take an off the shelf GPU and play around with llamas.
Ologn 3y ago
I bought a desktop in New York City a month ago with a Nvidia RTX 4090 card at Best Buy - 4090 being the most powerful Nvidia card Best Buy had in stock. At that time (a month ago) there were several desktops with this card in stock around the city, and I bought the one I wanted (if I had more time my purchase might have been different). Looking right now - I don't see any unbundled Nvidia RTX 4090 cards for sale at Best Buy in New York City that you can go and pick up today. I don't see any desktops with 4090 cards that you can pick up today. I do see one Best Buy in New York City has one laptop with a 4090 card. Looking at Best Buy in Los Angeles - I see one desktop with a 4090 for sale in West LA that can be picked up today. I don't see any unbundled 4090 cards for sale or laptops with 4090 cards. I don't know if Nvidia lower end GPUs are sitting on shelves and not selling, but it doesn't look like Nvidia's higher end GPUs are sitting on shelves and not selling.
- wincy 3y ago
  Microcenter here in Overland Park, Kansas had at least one of each of the major brands of 4090s available for sale in store last week when I was there. Do people go to Best Buy to buy ultra high end graphics cards? I haven’t bought a graphics card at Best Buy since they used to scam people by putting “pro” at the end of a worse product back in 2003 or so.
kcb 3y ago
Kind find the latest version of this but gaming is far from small market. People tend to seriously underestimate the size of the PC gaming market. https://www.techspot.com/images2/news/bigimage/2021/08/2021-08-19-image.png https://www.techspot.com/images2/news/bigimage/2021/08/2021-...
touisteur 3y ago
H100s are not sitting on shelves, even at the 35kUSD price sticker. Consumer GPUs, probably yes. Even for datacenter compute workloads that would not go for H100, the L40 is supposedly 3xA40 in FP32 FLOPs but still on the same memory bandwidth, so who knows what kind of performance you'll get whenever you can get your OEM to build you one......
- ChuckNorris89 3y ago
  >H100s are not sitting on shelves, even at the 35kUSD price sticker. How could they be sitting on shelves, as they're never put on shelves to begin with, since they're never sold to consumers? Obviously I was talking about consumer GPUs.

adam_arthur 3y ago

Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Despite the AI hype, Nvidia’s datacenter revenue was down QoQ and only up 10% YoY. It remains to be seen if the growth trajectory has changed meaningfully over the last quarter, because the stock is priced for massive earnings growth while their revenue and earnings have been actually shrinking. We’ll find out on the upcoming earnings call https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenu... https://www.macrotrends.net/stocks/charts/NVDA/nvidia/eps-earnings-per-share-diluted https://www.macrotrends.net/stocks/charts/NVDA/nvidia/eps-ea...

HybridCurve 3y ago
>Gaming is a huge chunk of their revenue, around $2B in recent quarters, with datacenter around $3.5B. Is it? I remember hearing they didn't make much money from their consumer GPU products a few years back. This was one of the reasons why they tried to clamp down so aggressively on people using desktop GPUs for computing. They had made a number of driver changes which restricted the capabilities of anything but the tesla and quadro products. They were also restricting bulk purchases of their cards.
- UncleEntity 3y ago
  IIRC they did that because the crypto miners were buying them all up and they wanted normal folks to be able to buy them too. Not that big of a deal these days and I doubt they’d make it so someone couldn’t take an off the shelf GPU and play around with llamas.

Ologn 3y ago

I bought a desktop in New York City a month ago with a Nvidia RTX 4090 card at Best Buy - 4090 being the most powerful Nvidia card Best Buy had in stock. At that time (a month ago) there were several desktops with this card in stock around the city, and I bought the one I wanted (if I had more time my purchase might have been different). Looking right now - I don't see any unbundled Nvidia RTX 4090 cards for sale at Best Buy in New York City that you can go and pick up today. I don't see any desktops with 4090 cards that you can pick up today. I do see one Best Buy in New York City has one laptop with a 4090 card. Looking at Best Buy in Los Angeles - I see one desktop with a 4090 for sale in West LA that can be picked up today. I don't see any unbundled 4090 cards for sale or laptops with 4090 cards. I don't know if Nvidia lower end GPUs are sitting on shelves and not selling, but it doesn't look like Nvidia's higher end GPUs are sitting on shelves and not selling.

wincy 3y ago
Microcenter here in Overland Park, Kansas had at least one of each of the major brands of 4090s available for sale in store last week when I was there. Do people go to Best Buy to buy ultra high end graphics cards? I haven’t bought a graphics card at Best Buy since they used to scam people by putting “pro” at the end of a worse product back in 2003 or so.

kcb 3y ago

Kind find the latest version of this but gaming is far from small market. People tend to seriously underestimate the size of the PC gaming market. https://www.techspot.com/images2/news/bigimage/2021/08/2021-08-19-image.png https://www.techspot.com/images2/news/bigimage/2021/08/2021-...

touisteur 3y ago

H100s are not sitting on shelves, even at the 35kUSD price sticker. Consumer GPUs, probably yes. Even for datacenter compute workloads that would not go for H100, the L40 is supposedly 3xA40 in FP32 FLOPs but still on the same memory bandwidth, so who knows what kind of performance you'll get whenever you can get your OEM to build you one......

ChuckNorris89 3y ago
>H100s are not sitting on shelves, even at the 35kUSD price sticker. How could they be sitting on shelves, as they're never put on shelves to begin with, since they're never sold to consumers? Obviously I was talking about consumer GPUs.