Another quarter, another quarterly update from Nvidia that doesn't mention gaming
Overview & Key Takeaways
Womp womp, but I suppose what do we expect?
In a tale as old as Blackwell, Nvidia has managed to make it through yet another quarterly report with nary a mention of gaming. Well, okay, there was one mention of gaming, but that was basically just to say it's now being considered subsumed under—you guessed it—an AI segment of the business. Along with the other segment which is, er... also AI.
"We have 2 market platforms," says CFO Colette Kress. "Datacentre and edge computing... Edge computing highlights devices for agentic and physical AI. Including PCs, gaming consoles, workstations, AI RAN base stations, robotics, and automotive."
Heck, graphics cards for gaming don't even get a specific mention—they'll come under "PCs", I assume. And the "gaming consoles" the company mentions is presumably refers to the Nintendo Switch 2, which does feature an Nvidia GPU.
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If we look to Nvidia's earnings report, we can see that edge computing revenue totaled $6.4 billion (up 29% year-on-year), compared to a record $75.2 billion in datacentre revenue. With GPUs for PC gamers presumably making up just a small part of that $6.4 billion figure, I suppose it's easy to see why Nvidia would drop all mention of them. Especially considering this is an earnings report talking to investors and the city primarily, and they only care about one thing, AI monies.
Still, it doesn't hurt any less, does it? We are your origin, Jensen, damn it!
It also doesn't seem like the company is expecting things to change anytime soon, given Nvidia EVP and CFO Colette Kress says "demand for AI infrastructure continues to expand at an unprecedented pace." All steam ahead on the AI train seems to be the guiding line.
It makes sense from a business perspective, and just by being a small part of the company's revenue doesn't mean it will abandon PC gaming or anything like that. It's just a question of whether the PC gaming division will get the attention it deserves or whether it will be left in the wake of AI acceleration. Not to be too much of a doomer about all this, but if DLSS 5 is anything to go by, I'm not holding my breath.
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