3 ms·
Nvidia had 65% margins 5 years ago when they primarily sold gaming GPUs. What margins do you think Nvidia is charging for RTX which getting more and more expen
by Jlagreen 2y ago
Nvidia had 65% margins 5 years ago when they primarily sold gaming GPUs.
What margins do you think Nvidia is charging for RTX which getting more and more expensive every generation?
What margins do you think Project Digits will be for Nvidia? That thing costs 50% more than a RTX card and on the RTX card Nvidia only earns on the chip which is only part of the card. Digits is a 100% Nvidia product.
Does it matter if 1 Blackwell DC GPU or 13 Digits are sold? No, Nvidia has probably an insane margin on Digits and has only one goal, total spread and integration of Nvidia HW in any AI workload. Because then Nvidia can offer SW with super margins.
Think of Nvidia Enterprise AI, Omniverse, Clara, Isaac, DriveSim and many more. If 95% of AI acclerators are from Nvidia then it's only a small step to also use Nvidia SW frameworks.