Are there numbers available on current ML applications GPU sales volume, is it really a big share of NV revenue? Dedicated ML hardware like TPUs would seem to be the logical perf/$ competitor longer term, they're so far proprietary but so are NV sw and hw after all.
"Figures show its [NVidia] AI business generated around $15bn (£12bn) in revenue last year, up about 40% from the previous year and overtaking gaming as its largest source of income"
Oddly, in updates to the article they rewrote a lot of it, and that line is missing, but you can still see it if you search for it.
