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Comment by chii | Hacker News Reader

to be fair, the percentage of their revenue derived from ai-related sales is much higher now than before. Why is that not accurate?

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GN did a video a few weeks ago in which they were showing a slide from Nvidias shareholder meeting in which it was shown that gaming was a tiny part of Nvidias revenue.

Basically, almost half of their revenue is pure profit and all of that comes from AI.

While the slide looked a lot nicer, the data is also available on their site https://nvidianews.nvidia.com/news/nvidia-announces-financia...

https://www.wheresyoured.at/the-case-against-generative-ai/

Just because customers use their hardware for AI does not mean the hardware maker is an AI company.

https://news.ycombinator.com/item?id=45487334

When more of their revenue comes from AI than graphics, and they're literally removing graphics output from their hardware...

There's a lot of software involved in GPUs, and NVIDIA's winning strategy has been that the software is great. They maintained a stable ecosystem across most of their consumer and workstation/server stack for many years before crypto, AI and GPU-focused HPC really blew up. AMD has generally better hardware but poor enough software that "fine wine" is a thing (ie the software takes many years post-hardware-launch to actually properly utilize the hardware). For example, they only recently got around to making AI libraries usable on the pre-covid 5700XT.

NVIDIA basically owns the market because of the stability of the CUDA ecosystem. So, I think it might be fair to call them an AI company, though I definitely wouldn't call them just a hardware maker.

*barely passable software while their competitors literally shit the bed, but I take your point.

Literally?

"Literally" as an intensifier predates the United States.

You aren't even "dying on this hill", people like you are inventing a hill made out of dead bodies.

Literally inventing a hill made out of dead bodies, or figuratively?

As someone who codes in CUDA daily, putting out and maintaining so many different libraries implementing complex multi-stage GPU algorithms efficiently at many different levels of abstraction, without having a ton of edgecase bugs everywhere, alongside maintaining all of the tooling for debugging and profiling, and still having regular updates, is quite a bit beyond "barely passable". It's a feat only matched by a handful of other companies.

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