The boom in the AI ecosystem can be traced back to the hike in revenue of COMPUTE for AI.
For the past decade, NVIDIA's gaming GPUs - first the GTX, then the RTX series, accounted for about 50% of its revenue.
Now, the upcoming NVIDIA Blackwell platform for data centers has propelled revenue to an impressive $25 billion in Q1 FY25, signaling a seismic shift in the company’s focus.