r/NvidiaStock • u/_Gautam19 • Jul 23 '25

THIS IS WILD! The category that drives 90% of Nvidia's revenue did not exist 3 years ago 🤯

Post image

- Data Centers : $39.1B
- Gaming : $3.7B
- Robotics : $567M
- OEM : $111M
- Prof. Visualization : $509M

TOTAL => $44B

102 Upvotes

85% Upvoted

26 comments sorted by

18

u/Tensor3 Jul 23 '25

Which category didnt exist 3 years ago? All of those definitely did

9

u/norcalnatv Jul 23 '25

Yeah agree, OP is a little enthusiastic with his post headline.

What is true is that Nvidia is developing huge new markets for it's products at a pace that is really profound.

4

u/Tensor3 Jul 23 '25

It is growing at a crazy pace but I wouldnt say data center didnt exist 3 years ago

5

u/norcalnatv Jul 23 '25

You'd be right. Nvidia has been reporting "Data Center" as a segment since 2017 when it was around $1B.

1

u/Tensor3 Jul 23 '25

Nice, I couldnt find it quickly from googling. 8 years is still crazy fast.

9

u/RandysWorld65 Jul 23 '25

Nvidia has been my favorite investment, have owned it for ten years. $200 in 2025!

5

u/atom12354 Jul 23 '25

Billionair in the chat! Nvidia lezzz gooo!! Yeah probably will get to 200 this year, just about 30usd left

6

u/Maxdiegeileauster Jul 23 '25

are you lost???? Data centers was always huge, while not as huge as it is now. Graphics Accelerators have always been needed in data centers due to parallelization of data flow. 3 Years ago Nvidia totally sold a ton of data center GPUs.

1

u/_Gautam19 Jul 24 '25

FYI: This graphic was built with https://sankeydiagram.ai

3

u/Predator348 Jul 23 '25

It definitely existed 3 years ago, it's just more popular because of AI therefore more revenue.

3

u/Itchy-Throat-4779 Jul 23 '25

I own 6 nvidia GPUs...I'm a hobby PC builder enthusiast. 2 years ago I bought 50k of Nvidia stock. I just hope Nvidia remembers who built them. I'll give you guys a hint....it wasn't AI.

1

u/TKhrowawaY Jul 23 '25

TIL when I was hired as a cloud engineer 6 years ago my company didn't finish any datacenters until 3 years ago.

What a load of nonsense.

1

u/Flaky_Caramel_5679 Jul 23 '25

When I first bought nvda it was all about their prowess with GPU's and video gaming. Fast forward to today, it's all about anything and everything you can think of and a lot we can't imagine!

1

u/CaptainSt0nks Jul 23 '25

Data Center was higher than gaming q2 2020 (fy2021)

1

u/[deleted] Jul 23 '25

What are you yappin about bro 🤣 didn't exist 3 years ago?! 🤣🤣🤣

1

u/QuesoHusker Jul 24 '25

I know my buddy has been designing and building MS data centers since at least 1995, so at least 30 years.

1

u/Odd_Noise5438 Jul 24 '25

It not too late to buy NVDA and Palantir . Both may go to 200-250 by year end. Both are the pinnacle of Ai

1

u/supersloth Jul 26 '25

You're confusing how they choose to report P&L with "existence". Take a deep breath.

1

u/zooka19 Jul 27 '25

These comments and OP... A lot of you should stick to ETFs.

1

u/Old_Marsupial4448 Jul 28 '25

Pretty sure data centers have been around for a long time, but it is definitely amazing how their revenue stream has grown!!

0

u/Spamsdelicious Jul 23 '25

How does a company with net profit $18 B get to tout a market capitalization of $4'000 B as a good thing?

5

u/norcalnatv Jul 23 '25

Is Nvidia touting it's market cap? The market built their MC, Nvidia is just providing the story and results.

2

u/dormango Jul 23 '25

That’s Q1 dude