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0 pointstl2do22d ago0 comments

I should admit this is partly my personal preference. That said, gaming has been a durable market for decades, and there’s a strong cycle where better chips enable better games, which then drives more demand for better chips.

0 comments

ravst3s22d ago

That same virtuous cycle works for their data center segment

Every GW of Blackwell generates more revenue than the entire gaming business does in 1 year.

j / k navigate · click thread line to collapse

0 pointstl2do22d ago0 comments

I should admit this is partly my personal preference. That said, gaming has been a durable market for decades, and there’s a strong cycle where better chips enable better games, which then drives more demand for better chips.

0 comments

ravst3s22d ago

That same virtuous cycle works for their data center segment

Every GW of Blackwell generates more revenue than the entire gaming business does in 1 year.

j / k navigate · click thread line to collapse