In early 2022, consumer GPUs [Nvidia] accounted for 47% of Team Green’s total revenue; by early 2026, that share had fallen to just 7.5%. Over the same period, data center revenue surged to $51.2 billion, representing roughly 90% of the company’s earnings.
Wow, that’s a complete wipeout of GPUs for home computing.
I wonder if the diminishing returns in gaming graphics has something to do with it as well.
In early 2022, consumer GPUs [Nvidia] accounted for 47% of Team Green’s total revenue; by early 2026, that share had fallen to just 7.5%. Over the same period, data center revenue surged to $51.2 billion, representing roughly 90% of the company’s earnings.
Wow, that’s a complete wipeout of GPUs for home computing.
I wonder if the diminishing returns in gaming graphics has something to do with it as well.