It's hardly surprising that there was almost no mention of the gaming side of the business in Nvidia's latest quarterly earnings call. The company has been riding high on all things AI for several years now, to the tune of a $5.41 trillion market capitalisation as I write this. Unsurprisingly, CEO Jensen Huang is excited about what role the company's hardware will play in the industry's future.
"Vera Rubin is going to be even more successful than Grace Blackwell at this point," Huang said in response to an investor question. "Every single frontier model company will jump on Vera Rubin from the get go—and that was not true before on Blackwell. Vera Rubin is off to a tremendous start, and it will surely be more successful than even Grace Blackwell."
