4 ms·
https://s201.q4cdn.com/141608511/files/doc_financials/2025/Q325/Rev_by_Mkt_Qtrly_Trend_Q325.pdf https://s201.q4cdn.com/141608511/files/doc_financials/2025/Q...
by AnotherGoodName 2y ago
https://s201.q4cdn.com/141608511/files/doc_financials/2025/Q325/Rev_by_Mkt_Qtrly_Trend_Q325.pdf https://s201.q4cdn.com/141608511/files/doc_financials/2025/Q...
Datacenter revenue alone is ~10x of gaming. The datacenter revenue is thought to have literally ~100x the earnings all up (H100 and 4090 have similar transistor counts but the H100 sells for over $30k while the 4090 sells for $2k which indicates huge margins).
Gaming is pretty much insignificant for nvidia. That’s why nvidias stock has 10x’ed recently and their PE looks better now than it did 5 years ago despite that stock increase. They found a new market that dwarfs their old market.
- LarsDu88 2y agoAnd once autonomous vehicles expand to every city in America, and multiple robots are in every home in America, NVIDIA's market may expand even more.