Nvidia hits record $81.6 billion revenue as AI boom shows no sign of slowing

[Eldrach]

Yes, it's a sad, painful future we're facing: we'll develop new drugs and medical treatments, create new lighter, stronger, more durable materials, make new discoveries in everything from archeology to cosmology, and turbocharge the productivity of transportation, agriculture, and manufacturing-- but gamers will have to limp along in the same frame rates in Counterstrike as they've were forced to endure in 2025.

Luckily that isn't true. In five years, you'll be gaming on GPUs designed by the very AI you deride, and produced in sub-2nm fabs funded by AI demand.

Right now - the percentage of gaming revenue is high enough that Nvidia isn't going to let it go.
Once the gaming revenue drops to a percentile that it doesn't "make sense" to develop consumer GPU's..Why would they do it?
My comment is not about AI as a tool, it has its uses, and it's a "quantum leap" for the global industry.
What I'm predicting, is that developing gaming products will hit a percentile so low that it doesn't make sense for them to give it any focus. What's the point of spending R&D on consumer gpu's if it's 1% of your total revenue?
Nvidia is already skipping an entire generation of Gpu's - the financial motive is too low.
Gaming revenue will continue to drop in comparison with AI compute.
Sure, they could utilize AI to help them develop gaming gpu's....or the could use it to create better AI focused infrastructure.
Could very well be that in 10 years, the Chinese will be leading the gaming market - as they're seriously trying to close the gap

 

[Endymio]

Right now - the percentage of gaming revenue is high enough that Nvidia isn't going to let it go.
Once the gaming revenue drops to a percentile that it doesn't "make sense" to develop consumer GPU's..Why would they do it?

You make a valid point. However, remember that NVidia for years developed "AI chips" when AI was an infinitesimal share of their revenue, and even today the amount of overlap between the two is enormous ... by designing one, you've done most of the work to design the other.

Looking further afield, it's entirely possible that GPUs as we know them will vanish entirely, with graphics being generated entirely via AI models, rather than the geometry/RT-based approach we use today.

 

[poohbear]

Enron hit all time highs right before it burned. You should get on that train before it leaves you behind!

Gamers do nothing but bawl about Nvidia, so Nvidia should frankly stop selling them cards. AMD too. Gamers shouldn't be allowed to bug anything but APUs nowadays, and not the big strix halos either.

lol you're comparing Enron to Nvidia? Nvidia made gross revenue of $81 billion and a net revenue of $56 billion just this last quarter (I.e. in only 3 months). For its entire annual revenue, Enron claimed $1.4 billion. Nvidia is also sold out of all their high-end chips through 2027.

Comparing Enron to Nvidia is absurd.

 

[JamesBlond]

Now that the United Nations has ruled out Climate Change is no longer an Issue, they will be able to build like Crazy, Ai the new god of the evolutionist, ever evolving ever changing.....