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6/21/2025, 6:04:45 PM
>>713266160
>number of chips that NVIDIA manufactures is 90% AI and 10% for video games
90% of NVIDIA's quarterly revenue is from the data center (AI) business, and less than 10% from gaming.
This doesn't mean 90% of their TSMC chip orders are for the data center business, it should be lower because this is a (historically) high margin business.
But NVIDIA is rumored to be ordering less gaming chips to sell even more data center AI GPUs.
>number of chips that NVIDIA manufactures is 90% AI and 10% for video games
90% of NVIDIA's quarterly revenue is from the data center (AI) business, and less than 10% from gaming.
This doesn't mean 90% of their TSMC chip orders are for the data center business, it should be lower because this is a (historically) high margin business.
But NVIDIA is rumored to be ordering less gaming chips to sell even more data center AI GPUs.
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