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I would have expected that consumer GPUs still have higher volume, but that Datacenter GPUs have much, much higher margin and therefore significantly higher rev
by deeringc 1y ago
I would have expected that consumer GPUs still have higher volume, but that Datacenter GPUs have much, much higher margin and therefore significantly higher revenue and profit. Is that not the case?
- raincole 1y agoDatacenter GPUs definitely amount to a bigger volumn in 2025[0]. But even when it wasn't the case, Nvidia had been running at a very high margin for years. [0]: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2026 https://nvidianews.nvidia.com/news/nvidia-announces-financia... Out of $46B about $41B is from datacenter.
- Sharlin 1y agoIf Nvidia made SoC GPUs for mobile devides, then they'd might have higher volume, depending on market share. But gaming and workstation PCs that benefit from a high-performance discrete GPU are a pretty niche market these days, whether laptop or desktop.
- aprdm 1y agoIt powers the nintendo switch.