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Nivdia Gaming Revenue for a single quarter is amazing

They should make hay while the sun shines, because one day they will just be a gaming GPU company again. The bubble is going to burst and it won't be pretty.

I'm really not so sure about that, in fact I think AI is escalating into a proverbial cold war between tech companies and Nvidia is the primary arms dealer right now.

Don't get me wrong, I'm not saying it's a good avenue or that it'll work out, but it's absolutely an ongoing thing.


IBM is looking to sell this model to other companies after sacking off most of the department, there is evidence of it "hiring a ton of people" recently which people use to argue against its success, but as far as I'm aware they spent the saved HR staff money on hiring productive talent in engineering/research roles rather than rehiring HR people.

For better or worse, right or wrong, I do not think this is a bubble that's going to pop anytime soon, and people have been making that claim for nearly five years now and things only keep becoming more extreme.

Gamers are not the bread and butter for Nv, if anything I suspect the only reason they're still bothering with the market is research related as it's a tiny revenue outlet. Even if AI went down the proverbial toilet they'd still make more from super computer designs/setups than they ever will from the consumer market.

See here: https://www.statista.com/statistics/274424/devices-used-by-children-for-gaming-in-the-uk/

There is a growing trend of kids and younger people preferring to use mobile devices for literally everything, including gaming. It's not a market to bet on long term anymore unfortunately, and I suspect it's going to sway even more going forward.
 
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I'm really not so sure about that, in fact I think AI is escalating into a proverbial cold war between tech companies and Nvidia is the primary arms dealer right now.

Don't get me wrong, I'm not saying it's a good avenue or that it'll work out, but it's absolutely an ongoing thing.


IBM is looking to sell this model to other companies after sacking off most of the department, there is evidence of it "hiring a ton of people" recently which people use to argue against its success, but as far as I'm aware they spent the saved HR staff money on hiring productive talent in engineering/research roles rather than rehiring HR people.

For better or worse, right or wrong, I do not think this is a bubble that's going to pop anytime soon, and people have been making that claim for nearly five years now and things only keep becoming more extreme.

Gamers are not the bread and butter for Nv, if anything I suspect the only reason they're still bothering with the market is research related as it's a tiny revenue outlet. Even if AI went down the proverbial toilet they'd still make more from super computer designs/setups than they ever will from the consumer market.

See here: https://www.statista.com/statistics/274424/devices-used-by-children-for-gaming-in-the-uk/

There is a growing trend of kids and younger people preferring to use mobile devices for literally everything, including gaming. It's not a market to bet on long term anymore unfortunately, and I suspect it's going to sway even more going forward.
It'll pop the moment this streamlined HR system refuses to bend to the whims of a corrupt board.
 
$4.3 billion whilst AMD with Xbox and PS sales as well is $560 million.

The PC is king of gaming (surprises me) by the looks of it.

AMD was $1.1 Billion.

Gaming revenue was $1.1 billion, up 73% year-over-year driven by an increase in semi-custom revenue and strong AMD Radeon™ GPU demand.


I can’t watch the video right now but I’m assuming they calculated it based off of the gaming series of GPUs sales. But from what I understand people are still buying those GPUs for AI as well

This, certainly on the Nvidia side.
 
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