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Gaming isn't the lucrative part of the business — it's selling data center GPUs for AI/ML. That's where Nvidia is raking in the cash. It's in the article: "...
by pavlov 3y ago
Gaming isn't the lucrative part of the business — it's selling data center GPUs for AI/ML. That's where Nvidia is raking in the cash.
It's in the article:
"...of the company's $18.12 billion in revenue, $14.51 billion was generated by its data center division."
They spent over a decade building up CUDA into the industry standard for GPU compute programming. That's why it's so hard for anyone to compete in this domain. AMD is doing better in gaming, but that's practically a sideshow business for Nvidia now.
- perryizgr8 3y ago> Gaming isn't the lucrative part of the business I know, but my point is there were heavy incentives to compete with Nvidia. But nobody did, at least not with the same intent. And now they're (Nvidia) raking it in due to the AI/ML wave. If others had comparable GPU capacity and know how, the market wouldn't be so skewed in favour of Nvidia.
- swatcoder 3y agoHardware development has much higher inertia than software development, and so you can't just chase the wind and see market-disrupting results in a year or two. Nvidia's success is rooted in design and business choices made a long time ago. They were bets at that time, as ambitious hardware initiatives need to be, and other vendors like AMD made different bets. Nvidia won their bet more spectacularly than others, and now gets to benefit from their lead as others slowly work to reorient their ships in its direction.