Nivdia Gaming Revenue for a single quarter is amazing

[Calin Banc]

I guess OpenAI and...?

Don't know. But worth keeping in mind that when so much of your business is made by so few clients... that's not good.

 

[CAT-THE-FIFTH]

I honestly think threads like this are a tad cringe,even with some of the AMD financial threads now. It's like celebrating record revenue for energy companies,yet we are paying for it and appears we are literally celebrating both Nvidia and AMD jacking up dGPU and CPU prices. The only people who should be clapping are those with shares in those companies.

But for the rest of us it's quite clear the destruction of entry level pricing and shrinkflation have helped both companies immensely. What should be £300 to £400 cards are now £600 to £700 ones. What should be £150 cards are now £250 cards. The £1000 cards are technically £600 class cards. Even CPU prices are slowly rising generation on generation,so people clapping for Intel's woes,won't be clapping for long once AMD starts increasing prices more and more.

Many on here were talking about "inflation costs",when it's quite clear the massive increases in dGPU prices are helping their bottom line and we are getting ripped off left,right and centre. People told Nvidia and AMD during the Pandemic they were not charging enough.

I told you all repeatedly that the manufacturing costs are not as high as you think and not affected by inflation in the EU and US. It's just both companies have realised they could permanently rise parts prices.

Moreover,Nvidia had record gaming revenue during the 2017/2018 and 2020 to 2022 mining booms too and they got caught the first time trying to infer that it was all due to gamers. It was obviously down to mining as well.

28% of Nvidia revenue(including gaming) was from Singapore:

DeepSeek GPU smuggling probe shows Nvidia's Singapore GPU sales are 28% of its revenue, but only 1% are delivered to the country: Report

Is Singapore being used for transshipment of banned AI chips to China?

www.tomshardware.com

Chinese companies are desoldering RTX5090/RTX4090 cards to make custom models and it wouldn't surpise the same goes for lower end cards too. So a proportion of gaming revenue is also AI.

 

[CAT-THE-FIFTH]

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.

The biggest gaming market for revenue are smartphones:

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newzoo.com

It is more than all PC and console revenue! Console revenue also is still more than PC revenue,because you have to also include consoles such as the Switch and older generation consoles.

Spoiler

 

[Grim5]

https://twitter.com/x/status/1960817392612991073

Customer 1: CCP
Customer 2: PCC

 

[AthlonXP1800]

The biggest gaming market for revenue are smartphones:

Loading…

newzoo.com

It is more than all PC and console revenue! Console revenue also is still more than PC revenue,because you have to also include consoles such as the Switch and older generation consoles.

Spoiler

That newzoo report on 6 March 2025 contained some errors with numbers and GTA VI will not released in 2025.

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newzoo.com

Latest newzoo report published on 24 June 2025 showed 2024 total global games revenue was $182.7bn, not $177.9bn. Mobile revenue $100.3bn, consoles revenue $43.5bn and PC revenue $39bn.

Playstation accounted around 45% of consoles revenue about $19.575bn, Xbox probably accounted around 35% of revenue about $15.225bn and Nintendo accounted around 20% of revenue about $8.7bn after checked Sony, Microsoft and Nintendo financial reports.

PC games market is much bigger than Playstation, I dont know how many Xbox games bought from Xbox store supported Xbox Play Anywhere feature which you can download and install game on Xbox or PC.

It will be interesting to see what global games revenue will be in 2026, I think consoles revenue will be down due to age verifications as kids under 18 will not able to buy GTA VI.

 

[Kaapstad]

I can see Gaming GPUs going the same way as Pocket calculators.

At first Pocket calculators were very expensive but as technology moved on and what was needed from Pocket calculators did not they became very cheap to produce and buy.

GPUs will end up the same way, technology will move on but the amount of FPS or resolution or effects (like RT) that humans can see will remain the same.

It is easy to upgrade a PC but Humans are a bit more difficult to upgrade.



I also think the way GPUs are used for AI and data farms is very inefficient and will change.

Putting one powerful chip on a PCB is very inefficient when you could put several smaller ones on a PCB and end up with something that is many times more powerful, uses less power and produces less heat.

I don't think AI or Data farms care about Microstutter lol.

 

[Calin Banc]

I can see Gaming GPUs going the same way as Pocket calculators.

At first Pocket calculators were very expensive but as technology moved on and what was needed from Pocket calculators did not they became very cheap to produce and buy.

GPUs will end up the same way, technology will move on but the amount of FPS or resolution or effects (like RT) that humans can see will remain the same.

It is easy to upgrade a PC but Humans are a bit more difficult to upgrade.



I also think the way GPUs are used for AI and data farms is very inefficient and will change.

Putting one powerful chip on a PCB is very inefficient when you could put several smaller ones on a PCB and end up with something that is many times more powerful, uses less power and produces less heat.

I don't think AI or Data farms care about Microstutter lol.

We are quite far away for the upper limit of details and frames per second we can perceive. Very far away.

 

[cosmogenesis]

Don't know. But worth keeping in mind that when so much of your business is made by so few clients... that's not good.

That’s why it’s a bubble probably. The stock market is running record numbers based solely on 5 companies - all AI related I guess.

All I am saying is that their discrete graphic card business is doing well for what’s Ed resting. People are prepared to shell out a lot of money fif gaming, AI or advanced video editing.

 

[cosmogenesis]

I honestly think threads like this are a tad cringe,even with some of the AMD financial threads now. It's like celebrating record revenue for energy companies,yet we are paying for it and appears we are literally celebrating both Nvidia and AMD jacking up dGPU and CPU prices. The only people who should be clapping are those with shares in those companies.

But for the rest of us it's quite clear the destruction of entry level pricing and shrinkflation have helped both companies immensely. What should be £300 to £400 cards are now £600 to £700 ones. What should be £150 cards are now £250 cards. The £1000 cards are technically £600 class cards. Even CPU prices are slowly rising generation on generation,so people clapping for Intel's woes,won't be clapping for long once AMD starts increasing prices more and more.

Many on here were talking about "inflation costs",when it's quite clear the massive increases in dGPU prices are helping their bottom line and we are getting ripped off left,right and centre. People told Nvidia and AMD during the Pandemic they were not charging enough.

I told you all repeatedly that the manufacturing costs are not as high as you think and not affected by inflation in the EU and US. It's just both companies have realised they could permanently rise parts prices.

Moreover,Nvidia had record gaming revenue during the 2017/2018 and 2020 to 2022 mining booms too and they got caught the first time trying to infer that it was all due to gamers. It was obviously down to mining as well.

28% of Nvidia revenue(including gaming) was from Singapore:

DeepSeek GPU smuggling probe shows Nvidia's Singapore GPU sales are 28% of its revenue, but only 1% are delivered to the country: Report

Is Singapore being used for transshipment of banned AI chips to China?

www.tomshardware.com

Chinese companies are desoldering RTX5090/RTX4090 cards to make custom models and it wouldn't surpise the same goes for lower end cards too. So a proportion of gaming revenue is also AI.

Not cringe just the fact their discrete graphics card business is big regardless of the reason for buying them or to whom. I was just saying Nvidia have gained a big rep in graphics cards.

 

[cosmogenesis]

The biggest gaming market for revenue are smartphones:

Loading…

newzoo.com

It is more than all PC and console revenue! Console revenue also is still more than PC revenue,because you have to also include consoles such as the Switch and older generation consoles.

Spoiler

on

 

[cosmogenesis]

Yeah it’s huge with software revenues that are massive.

 

[Felon]

Putting one powerful chip on a PCB is very inefficient when you could put several smaller ones on a PCB and end up with something that is many times more powerful, uses less power and produces less heat.

B300 is dual die, with a fat connector between them - previous to that, doing multi-die on these GPUs (B200) was difficult because of how they access HBM - using multiple dies would add latency.

I can't keep up with Nvidia at the moment, I work on industrial size research clusters, every time we have meetings with the top-brass at Nvidia, it's like dealing with a bunch of prima donnas - 1.5x more performance with each iteration but 2x the price, but only if you commit to x amount, and only if you're a good customer - we may, sell you some.

These things are going so fast, we're having to invent new ways to scale them - a single server with 8x B300s inside it, needs 6.4Tbps of network bandwidth to connect to a cluster - it's getting quite insane.

 

[Tinek]

Gaming revenue = consumer RTX chip sales, which a lot of people buy for AI purposes. They don't know how many people are buying those cards for AI purposes with any degree of accuracy.

Nvidia put it all into one category of "gaming and ai pc". What's more, that includes their cloud gaming services and this "tiny" income of selling millions of Switch and Switch 2 chips to Nintendo, which everyone seems to have completely forgotten about.

 

[AMDPower]

$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.

I honestly think threads like this are a tad cringe,even with some of the AMD financial threads now. It's like celebrating record revenue for energy companies,yet we are paying for it and appears we are literally celebrating both Nvidia and AMD jacking up dGPU and CPU prices. The only people who should be clapping are those with shares in those companies.

But for the rest of us it's quite clear the destruction of entry level pricing and shrinkflation have helped both companies immensely. What should be £300 to £400 cards are now £600 to £700 ones. What should be £150 cards are now £250 cards. The £1000 cards are technically £600 class cards. Even CPU prices are slowly rising generation on generation,so people clapping for Intel's woes,won't be clapping for long once AMD starts increasing prices more and more.

Many on here were talking about "inflation costs",when it's quite clear the massive increases in dGPU prices are helping their bottom line and we are getting ripped off left,right and centre. People told Nvidia and AMD during the Pandemic they were not charging enough.

I told you all repeatedly that the manufacturing costs are not as high as you think and not affected by inflation in the EU and US. It's just both companies have realised they could permanently rise parts prices.

Moreover,Nvidia had record gaming revenue during the 2017/2018 and 2020 to 2022 mining booms too and they got caught the first time trying to infer that it was all due to gamers. It was obviously down to mining as well.

28% of Nvidia revenue(including gaming) was from Singapore:

DeepSeek GPU smuggling probe shows Nvidia's Singapore GPU sales are 28% of its revenue, but only 1% are delivered to the country: Report

Is Singapore being used for transshipment of banned AI chips to China?

www.tomshardware.com

Chinese companies are desoldering RTX5090/RTX4090 cards to make custom models and it wouldn't surpise the same goes for lower end cards too. So a proportion of gaming revenue is also AI.

I said this in another thread, the price of GPU is becoming such that for gaming I will go PS6 console next time round and not look back and its not about not being able to afford a card but £2000 for top end card and £7000-£8000 to build top end pc is starting to become silly pricing and you can bet your next dollar its going to be even more next year. Pc gaming advantages are starting to become minimum and I don't see the benefits are worth the price outlay. There was a time when PC games used to look way better than their console games but now the difference is minimal or just not worth it and most PC games are available on console anyway.

I was very happy with gaming on my ps5, graphics were decent enough, games always work with no bugs, its just a smooth experience - I bought star wars Jedi survivor on pc and it just kept crashing randomly on stage 2 onwards, I tried everything to fix the game nothing worked and eventually game up and the studio seem not to care nor steam. Yeah there are some pc games not on console but I am happy not to play them. You buy one console and done for 5-6 year. If AMD and Nvidia and PC component companies keep pushing prices, I see console swaying many from PC.

 

[cosmogenesis]

I said this in another thread, the price of GPU is becoming such that for gaming I will go PS6 console next time round and not look back and its not about not being able to afford a card but £2000 for top end card and £7000-£8000 to build top end pc is starting to become silly pricing and you can bet your next dollar its going to be even more next year. Pc gaming advantages are starting to become minimum and I don't see the benefits are worth the price outlay. There was a time when PC games used to look way better than their console games but now the difference is minimal or just not worth it and most PC games are available on console anyway.

I was very happy with gaming on my ps5, graphics were decent enough, games always work with no bugs, its just a smooth experience - I bought star wars Jedi survivor on pc and it just kept crashing randomly on stage 2 onwards, I tried everything to fix the game nothing worked and eventually game up and the studio seem not to care nor steam. Yeah there are some pc games not on console but I am happy not to play them. You buy one console and done for 5-6 year. If AMD and Nvidia and PC component companies keep pushing prices, I see console swaying many from PC.

yer i can see the PS6 as a good option. No need for a expensive monitor.