Nvidia gaming GPU supply strains as data center hits 91.5% revenue; Cerebras files $8B IPO
Gamers say Nvidia’s shift to prioritize AI-focused Blackwell and Rubin GPUs has strained its once-tight bond with the GeForce community, as memory shortages sideline gaming GPU supplies. The company’s data center segment now accounts for 91.5% of revenue, and rival Cerebras Systems filed for an $8 billion IPO under ticker CBRS.
1. Nvidia’s gaming segment under pressure
Nvidia’s focus on AI-driven Blackwell and Rubin GPUs has created memory allocation issues, squeezing the GeForce gaming line. Gamers report longer wait times and reduced stock availability as NVIDIA diverts resources to meet surging data center demand.
2. Data center dominance and Cerebras IPO
The data center division now represents 91.5% of Nvidia’s total revenue, underscoring the company’s pivot from gaming to enterprise AI. Meanwhile, Cerebras Systems filed for an $8 billion IPO under ticker CBRS, marking a significant new competitor in the AI chip market.