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> Gaming dropped to ~10% of Nvidia's revenue a year or two ago due to AI

Well, actually it's that the AI business made NVidia 10x bigger. NVidia now has a market cap of $4.4 trillion. That's six times bigger than General Motors, bigger than Apple, and the largest market cap in the world. For a GPU maker.





A GPU designer.

They don't make GPUs!

Well, technically, they do assemble some of them, but almost all of the parts are made by other companies.




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