Gaming might be their worst business from a growth and narrative perspective. Wall street in general doesn't really care about gaming, just see how those compan

Gaming might be their worst business from a growth and narrative perspective. Wall street in general doesn't really care about gaming, just see how those companies are priced. Enterprise compute has been and will continue to be NVidias bread and butter going forward, and they have been betting on this for the past decade. Whether enterprise compute will be for AI, studio graphics, simulation, FSD, etc. those are all more lucrative and imo more interesting from a growth perspective vs their gaming segment. b2b companies have much higher ceilings than b2c.