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Shaunodon on 26 March 2025
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Jizz_Beard_thePirate said:
Bofferbrauer2 said:

I think the reason is just greed mixed with their product lineup pushing towards this result.

RTX PRO get the full GPUs (if they don't also have missing ROPs that is!) while GeForce only are cut-down versions. Which leads me to believe that GeForce GPUs this time around are all just the partially defective chips and all the good ones go to AI.

And if the Yield Rates are good, then it that doesn't leave a whole lot of chips for the GPUs. The GeForce GPUs all being partially defective chips could also be the reason why they have the missing ROPs, as it could be a result from binning the good ones to RPO and partially defective ones to GeForce without being agressive enough about it.So GeForce GPUs are really just getting the leftovers, as NVidia can sell the same GPU chip for 3x to 10x more in an RTX PRO GPU.

Production bottlenecks can also be an issue. I mean, it could be the very reason why NVidia is binning the GeForce GPUs so much.

I doubt yield rates are the answer since both Nvidia and Radeon use the same process node and even Radeon can't get perfect dies let alone a gpu die thats 750mm2 with GB202. If anything, missing Rops shows the yield rates really aren't perfect.

While I get the greed aspect and it certainly could be it, this isn't the first time data center heavily surpassed gaming revenue. If anything, the past 3 generations have shown that while Nvidia has a strong focus on data center, they will still ship 100,000s of gpus if not millions to consumers because they know how to balance it all out while maintaining a huge markup. But we will see if anything comes out from insiders at some point.

https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenue

  • NVIDIA revenue for the quarter ending January 31, 2025 was $39.331B, a 77.94% increase year-over-year.
  • NVIDIA revenue for the twelve months ending January 31, 2025 was $130.497B, a 114.2% increase year-over-year.
  • NVIDIA annual revenue for 2025 was $130.497B, a 114.2% increase from 2024.
  • NVIDIA annual revenue for 2024 was $60.922B, a 125.85% increase from 2023.
  • NVIDIA annual revenue for 2023 was $26.974B, a 0.22% increase from 2022.

Past 3 generations are meaningless with numbers like this. Nvidia aren't the same company anymore, that's the reality. No shareholder would allow them to go back after seeing this. Nvidia can't control their own destiny even if they wanted to, they're being led by the money now.