With record full-year revenue of $215.9 billion, Nvidia is making plenty of money, but graphics card chips aren't bringing in the big bucks.
XLE
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262d

The “record sales overall” appears to include gaming GPUs too, so it may be a little early to say anything based on this.

Nvidia’s gaming division is still doing numbers, with its $3.7 billion earned this quarter up 47% from a year ago

I’m not big in finance but this sounds massive.

Bakkoda
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318h

Massive to the point where normally every single investor should question it’s legitimacy.

@[email protected]
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292d

Create shortage, crank prices, profit!

peak monopoly behaviour that should concern us all.

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22d

At least for gaming, given that we have AMD (and now to a little degree Intel), it’s not really a monopoly. We do not depend on Nvidia. Unless we talk about the highest end off course, but that is not what the majority of players would buy anyway. Nvidia has a monopoly situation on the Ai datacenters, yes, but not on the gaming GPU side.

XLE
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102d

It depends on how rigorously you define monopoly, because in a less literal sense, they sure do exert a lot of control over the companies that build their hardware, and dictate the standards for their competitors (“What’s the difference between an AMD GPU and an Nvidia one? About $50.”)

Related: Nvidia is facing an antitrust probe from US regulators amid competitor complaints, report says

@[email protected]
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32d

with its $3.7 billion earned this quarter

So that’s what…7 flagship GPUs?

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