I wonder how much of that money comes from selling cards to LLM-providers, and then using the money from those cards to invest in LLM-providers so they can buy more cards. And then having them use those cards as collateral for loans to get more cards.

All for consumable products that consistently fail to provide a cent worth of profit.

Q3 FY 2026 ended on 10-2025.

wut.

It looks like the progression of cancer.

Kind of crazy that the thing that people generally consider to be better than anyone else at is just their side hustle now.

At least AMD/ATI and Nvidia came up when gaming was the core reason to buy a dedicated graphics card. They have the dev pipeline to at least still make good drivers for gaming. Chart makes me think - that's why at least the proprietary drivers for Mali, PowerVR, Adreno, etc are all so mediocre when it comes to games. AMD great on Linux. Nvidia great just proprietary. Intel it was well regarded until they made Arc cards and people started comparing them to AMD/Nvidia and the Linux/Windows performance gap for Arc cards was very noticable. Qualcomm hyped up Linux support before the X Elite. Still mediocre.

The chart makes me think, the only hope for good drivers for gaming from non-AMD/Linux will be the open source Adreno driver. The 8 Elite and 8 Elite Gen 5 should be getting initial support early next year.

https://gitlab.freedesktop.org/mesa/mesa/-/merge_requests/38450

The rest, which company is going to put in money to do a driver fix for some video game with buggy rendering from like 2010 when they can be focusing on fixing any bugs brought up having to do with pytorch and whatever other stuff people use

On the bright side, there is actual number behind the nvidia stock hype, but n the down side, will the need for GPU stay so high for long enough for nvidia to pay the massive investment to keep up with production? Or will they end up with empty factories in 2 years?

Now is the 'other' so small during the crypto hype era?

You would think with all the money from data centers their support for enterprise GPU use would be great. But as someone who's tried to install it, I can confirm it's really basic and the documentation is sparse.