> today's mighty 5080
Consumer GPUs really are not where the money is. It’s only a tiny fraction of Nvidia’s revenue, and much lower margin. Datacenter GPUs are where the volume and margins are.
Consumer GPUs really are not where the money is. It’s only a tiny fraction of Nvidia’s revenue, and much lower margin. Datacenter GPUs are where the volume and margins are.
It was very well done and strategic on their part but realistically without that they are not that much better than AMD and the margins would be much smaller if it had 1-to-1 compatibility as an x86 has.
Also, since improvements have been plateauing and entry level is becoming enough for more and more people the margins are going to diminish even more, high-end GPU is going to become even more niche overtime IMO.
So, I'd say he is not wrong in spirit, the timeline is just bigger than expected.
[0]: https://nvidianews.nvidia.com/news/nvidia-announces-financia...
Out of $46B about $41B is from datacenter.