| Nvidia makes majority of their money from consumer GPU sales.
Yes, their compute datacenter cards have been their marketing focus (they call themselves an AI company now) but it is still about 60/40 revenue split in favor of consumer GPU sales.
So your statement "NVidia makes more money off of data center cards." is false. Source:
https://www.investopedia.com/how-nvidia-makes-money-4799532
https://s22.q4cdn.com/364334381/files/doc_downloads/2021/03/... It is true that in some quarters, their datcenter revenue is more than 50% but that is because many consumers buy around christmas in Q4, and overall consumer GPUs still make up 60% of revenue. It is not just PC gaming, it is also all the developers of these games, a lot of artists, architects, mechanical engineers who do CAD models etc. etc. They primarily buy the GeForce or Quadro graphics cards. Oh and of course, miners buy these cards too but even when mining declined consumer sales were still >50% of their revenue. Datacenter sales are usually custom solutions, but they have also been focusing on their DGX boxes. I work at a competitor of Nvidia in the datacenter space, so I know this quite well. They do have 100% of the datacenter market right now (this will change - but that is an opinion) but that does not mean majority of their revenue comes from the datacenter. Now as far as growth is concerned, that comes primarily from the datacenter. Thats why I guess their marketing focus on being an AI company. But their product is not an AI chip. It is a large vector unit designed for rendering frames and pushing pixels, no matter how much they try to repurpose it (which they have done quite well evidently). |