… In the first quarter of 2026, AMD reported gaming revenue of $720 million against Nvidia's $3.8 billion, while both companies posted results driven overwhelmingly by their data center arms. …
… Claude takes the crown, again Anthropic continues to humble all competition in the space Where the other two models produced static and lifeless wireframes in a succession, Sonnet 4.6's "APEX RIGS", in a rather amusing coincidence, adopted the same name as Gemini, but was light-years ahead of the c… …
… Less competition, less choice, and less ownership? …
… Add in the fact that roughly 90% of Nvidia's revenue is from data centers, and it's easy to see why consumer GPUs have taken a backseat. …
… Of its $68.1 billion quarterly revenue, more than 91% now comes from its data center business . …
… Although this can potentially undercut the exclusivity that was meant to sell RDNA 4 hardware, AMD seems to have made the calculated decision that being better positioned in the ecosystem war matters more than protecting a single generation's revenue. …
… Things are very different for other OEMs such as ASUS and Lenovo, who lack this ecosystem for revenue generation. …
… Because the professionals using these tools represent a concentrated, high-paying customer base that's almost entirely on Windows and macOS, porting to Linux offers negligible revenue upside against the cost, and vendors haven't witnessed a credible enough reason to think that this equation will ev… …
… The choice to lose money on revenue generated has been a deliberate choice by all of the labs, rather than an accident. …
… Calculate revenue growth across each product line and plot the trends. …