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[Jizz_Beard_thePirate]

JEMC said:

Captain_Yuri said:

NVIDIA Soars By 8% As Gaming Revenue Picks Up During Quarter

https://wccftech.com/nvidia-soars-by-8-as-gaming-revenue-picks-up-during-quarter/

$NVDA NVIDIA Q4 FY23.

Quarter ending January 2023.

• Revenue +2% Q/Q to $6.1B ($30M beat).
• Gross margin 63% (+10pp Q/Q).
• Operating margin 21% (+11pp Q/Q).
• Non-GAAP EPS $0.88 ($0.08 beat).

Q1 FY24 guidance:
• Revenue ~$6.5B ($180M beat). pic.twitter.com/quRKqMmnez

— App Economy Insights (@EconomyApp) February 22, 2023

Pretty good results. While they are down year over year, so is everyone else. But they are trending backup upwards and with good Lovelace sales and their continued investments into Ai, it is looking like they are starting to recover. It does show how inflated "gaming" (cough crypto cough) was during the mining boom.

TechPowerUp also has the results from AMD, although not in so much detail nor fancy graphics:

https://www.techpowerup.com/305118/amd-gpu-sales-not-that-far-behind-nvidias-in-revenue-terms

I think the only real dud so far is Intel. AMD has competitive CPUs for desktop and leadership in server while at the very least, Radeon can get revenue from full solutions in server + consoles and some revenue from PCs. Nvidia continues to have leadership in server and Ai as well as gaming pcs and the Switch. Intel feels like they have no real place outside of pcs which isn't a good place to be for such a large company. The crux of which stems from their continued reliance on their own fabs which has seen delays after delays. Idk what they need to do but man, they either need to revamp their fabs or start using TSMC for at least their datacenters otherwise Eypc is gonna continue to cuck them. And their GPU division is a long ways away from gaining any real relevance of success.