
For those not familiar with investing or stocks, here’s the revenue breakdown for Nvidia (there’s a mistake about the years on the X axis, just subtract 1 year). This indicates that for the near future, AI will become deeply integrated in our GPUs and the architecture will be adapted. DLSS 3,5, ray tracing, path tracing, these are just the beginning for gaming tools.

15 Comments
As a simple gaming peasant I, for one, would like to thank our nvidea overlords
I just hope they utilize their Tensor cores for more use cases.
RTX Chat is a beginning, they also announced?a cooperation with Google but something more relevant for consumers would be great.
I know how several game devs have a concept for AI generated content like NPCs and other things but there should be more.
A lot of the critique about Nvidias consumer cards being expensive makes sense when they sell features without a general use case.
It’s interesting to see the revenue breakdown showing that gamers are not Nvidia’s target audience here where everyone thinks Nvidia is making their fortune by creating artificial scarcity and driving up GPU prices. A $1,600 4090 is nothing compared to how much they make in the enterprise market selling more or less the same GPU with more VRAM for $7,000+.
NVDA 820$ EOW
And that’s why they give zero fucks about making lower end cards or being price competitive.
This should be the graph for everyone who cries that they should release cheaper GPUs. Nvidia is not in the business to create nor dominate the cheap GPU market. That’s AMD. You get your performance and feature advantages above 600bucks and that’s the lowest form of quality product you can buy from Nvidia which says a lot. Gamers are irrelevant to them and reviewers should be reminded of that. They don’t give a damn about you wanting to pay 200 bucks for a 1080p Card.
Maybe I need to by AMD stock…….
This explains a lot now
That’s just revenue, but the profits are skewed even *more* toward datacenter.
It’s kinda amazing that Nvidia still makes anything for the gaming market.
yeeeeeahhhhh i have 0 faith in the next gpu generation. people make jokes about a 2,000 or 3,000 dollar 5090 but with all this profit, they might actually do it
I’m here looking for that one guy that thought Nvidia went 10x over the last year because of gamers.
Nvidia doesn’t need us anymore. Big shout out to Steve, Jay and all those guys fighting for better pricing for us. We have no leverage lol
You’re assuming everyone buying 4090 are gamers.
Gaming didn’t gain much.
It’s Jensen’s world and I’m just living in it.