Shaunodon said:
Jizz_Beard_thePirate said:
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. |
I get what you are trying to say and I am well aware of their revenue increases since I post them every quarter but think of it like this. Why announce and release 4 gpus if you aren't gonna make any? Why announce all the laptop versions? They could have gotten away with not releasing Blackwell at all since 9070 XT is slower than 5070 Ti so a 4080/Super would still have been faster. They could have easily refreshed RTX 4000 and had even bigger margins while reserving Blackwell for Ai. Hell they didn't even need to release a 5090/5080 at all either.
