Soldato
- Joined
- 21 Apr 2007
- Posts
- 2,541
Gaming probably includes console silicon too, would be interesting to see that split out.
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nope what ? the slide is AMDs operating margin, this is Nvidias, GP isn't the same thing.Nope its Gross profit margin:
NVIDIA Gross Profit Margin (Quarterly) Trends | YCharts
In depth view into NVIDIA Gross Profit Margin (Quarterly) including historical data from 1999, charts and stats.ycharts.com
- Record quarterly revenue of $22.1 billion, up 22% from Q3, up 265% from year ago
- Record quarterly Data Center revenue of $18.4 billion, up 27% from Q3, up 409% from year ago
- Record full-year revenue of $60.9 billion, up 126%
Gaming
- Fourth-quarter revenue was $2.9 billion, flat from the previous quarter and up 56% from a year ago. Full-year revenue rose 15% to $10.4 billion.
- Launched GeForce RTX™ 40 SUPER Series GPUs, starting at $599, which support the latest NVIDIA RTX™ technologies, including DLSS 3.5 Ray Reconstruction and NVIDIA Reflex.
- Announced generative AI capabilities for its installed base of over 100 million RTX AI PCs, including Tensor-RT™ LLM to accelerate inference on large language models, and Chat with RTX, a tech demo that lets users personalize a chatbot with their own content.
- Introduced microservices for the NVIDIA Avatar Cloud Engine, allowing game and application developers to integrate state-of-the-art generative AI models into non-playable characters.
- Reached the milestone of 500 AI-powered RTX games and applications utilizing NVIDIA DLSS, ray tracing and other NVIDIA RTX technologies.
Earnings news came quite late, let's see what happpens to the share price tomorrow
so who would be the biggest customers all seem to be going with in house designed chips.We need a reliable supply of the most advanced, high-performance, and high-quality semiconductors,” Microsoft CEO Satya Nadella said in a statement shared with Bloomberg. “That’s why we are so excited to work with Intel.”
In November, Microsoft said it was rolling out two new chips to its data centers this year. The Azure Maia Accelerator is built for AI applications, while the Azure Cobalt CPU is for general-purpose computing. Microsoft said at the time it was testing its AI products, including Bing and Office AI, with its AI chip
The alphabet spaghetti of government agencies or that sweet military money?so who would be the biggest customers all seem to be going with in house designed chips.
The military uses palantir for all their AI needs?The alphabet spaghetti of government agencies or that sweet military money?
Jensen warns of higher prices: Jensen has said they anticipate that demand for their upcoming 3nm Blackwell products to vastly exceed supply of 3nm wafers, leading to higher prices of next gen GPUs
Get prepared boys
Lisa keeps talking about upcoming products tailored for some AI PC or Laptop for some imaginary AI consumer, sounds utterly deranged. The AI bubble burst will be epic.They can sell 100% of supply to AI hardware.