Nvidia announced its earnings last night in the fourth quarter, achieving a record full annual revenue of $ 130.5 billion-114% year on year due to high demand for AI systems. But despite the huge raise in sales of many players and enthusiasts, he believes that they are ignored, especially since the company only mentioned the deficiency of the RTX 50 series, but it did not explain why this is happening, nor did it say how he copes with the problem.
Team Green bread and butter were GPU games, and the segment is the majority of sales by 2022. However, the launch of chatgpt meant that artificial intelligence was more accessible to the audience, and many technology companies began to spend billions of dollars on the purchase of equipment needed to train these models – such as the graphic processor of the data center. Because of this enormous demand, the company soon became the most valuable in the world by market capitalization.
The NVIDIA data center business increased from $ 10.61 billion in December 2021, which accounted for 39.43% of its revenues, up to USD 115.19 billion about three years later, which is 88.27% of sales. For comparison, his graphic activities in graphics games have decreased to USD 11.35 billion and 8.7% from USD 12.46 billion and 46.31% of revenues in the same period.
Considering that the company strikes these records, especially on the side of the data center, it makes no sense why we experience several problems with the RTX series graphics processor. In addition to the lack of supply, with one retail seller who said that the fulfillment of pre -sale orders may take up to 16 weeks, there is also a problem of melting power connectors that returns from RTX 5090, missing ROP problems, and even BSOD and a black screen (which were fortunately solved with the driver update).
Although it is understandable that his activities AI is a place where money is now frustrating for many people, why Nvidia could not prepare for the huge demand that his RTX 50 graphic processor had after starting. Chipping deficiencies during the launch of RTX graphic processors and 40 RTX series were explained by the global supply chain crisis brought by the Covid-19 pandemicia. But in the case of relatively stable silicon supply chains, you can’t not wonder why NVIDIA does not only do enough chips for consumers of its activity.
At least he should have predicted and produce enough tokens to avoid lack of experience – what can definitely afford. After all, if there are plenty of RTX 50 graphic processors, we do not have to resort to setting up for many hours (if not days) with retail sellers, joining the lottery to get the opportunity to spend money or deal with scalpers that sell their products for twice or even three times more than MSRP.
It is great that Nvidia is now with so much cash from her business in the data center that she could afford more research and development. However, it is disappointing millions of basic fans base, because many believe that the company does not prioritize PC players priorities, especially in the case of the unsuccessful premiere of the RTX 50 series.
