66 % Gross Margin Business Now

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Back in 99, vidia had a gross margin of 30 % on their graphic chips. In 20 14, they broke the 50% mark. And then today, and this slide really illustrates it. It's architecture systems data center, cuta cuta x like it's like the whole stack of stuff that they sell as a solution, and is sort of all bundled together. I think they get great economics because they're bundling so much stuff together. It's 66 % gross margin business now. Yo. Well, and thinkin about increasing that gross margin further. So we've now finally produced a product that an enterprise can license. They've been asking for it. But oftentimes

By 2012, NVIDIA was on a decade-long road to nowhere. Or so most rational observers of the company thought. CEO Jensen Huang was plowing all the cash from the company’s gaming business into building a highly speculative platform with few clear use cases and no obviously large market opportunity. And then... a miracle happened. A miracle that led not only to Nvidia becoming the 8th largest market cap company in the world, but also nearly every internet and technology innovation that’s happened in the decade since. Machines learned how to learn. And they learned it... on Nvidia.

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Links:

Ben Thompson’s great Stratechery interview with Jensen
Linus Tech Tips tests an Nvidia A100
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Carve Outs:

The Expanse short story collection, Memory's Legion
Sony RX100 point-and-shoot camera

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