How NVIDIA and Amazon print
Data-center GPUs. Gaming is the old book. Auto and OEM are the rest.
Stores are the sales. AWS is the profit. Ads are the quiet third engine.
The mix
Hover a slice
Amazon- Data center88%—
- Gaming8%—
- Auto / OEM / other4%5%
- Online stores—68%
- AWS—17%
- Ads—10%
- NVIDIAAmazon
NVIDIA
The rack is the product. The game card is no longer the story.
Pays: Hyperscalers, neo-clouds, and anyone training or serving models.
Builds: Silicon, systems, CUDA, and the people who keep the stack sold.
Amazon
Do not read revenue as profit. The warehouse is volume. The region is the margin.
Pays: Shoppers. AWS accounts. Advertisers on the store.
Builds: Retail, logistics, AWS, ads. The SWE book is split across those.