How NVIDIA and CoreWeave print
Data-center GPUs. Gaming is the old book. Auto and OEM are the rest.
GPU hours. Reserved clusters. The customer is a lab or a cloud that ran out.
The mix
Hover a slice
- Data center88%—
- Gaming8%—
- Auto / OEM / other4%12%
- GPU cloud—88%
- NVIDIACoreWeave
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.
CoreWeave
A neo-cloud. Power and the rack are the product.
Pays: AI labs, funds, and anyone who cannot wait on a hyperscaler.
Builds: Infra, facilities, and the people who keep the GPUs billed.