Datacenter revenue alone is ~10x of gaming. The datacenter revenue is thought to have literally ~100x the earnings all up (H100 and 4090 have similar transistor counts but the H100 sells for over $30k while the 4090 sells for $2k which indicates huge margins).
Gaming is pretty much insignificant for nvidia. That’s why nvidias stock has 10x’ed recently and their PE looks better now than it did 5 years ago despite that stock increase. They found a new market that dwarfs their old market.
Datacenter revenue alone is ~10x of gaming. The datacenter revenue is thought to have literally ~100x the earnings all up (H100 and 4090 have similar transistor counts but the H100 sells for over $30k while the 4090 sells for $2k which indicates huge margins).
Gaming is pretty much insignificant for nvidia. That’s why nvidias stock has 10x’ed recently and their PE looks better now than it did 5 years ago despite that stock increase. They found a new market that dwarfs their old market.