These are NVidia's financial results last quarter: - Data Center: Third-quarter revenue was a record $30.8 billion - Gaming and AI PC: Third-quarter Gaming re

These are NVidia's financial results last quarter: - Data Center: Third-quarter revenue was a record $30.8 billion - Gaming and AI PC: Third-quarter Gaming revenue was $3.3 billion If the gains are for only 10% of your customers, I would put this closer to the "next to no gains" rather than the "massive gains".