Nvidia launched the Tesla V100 GPU in Q2 fiscal 2018 and it has been a major driver of growth in the data center segment as sales ramped up over the past two quarters, according to management. For all of fiscal 2018, revenue in the segment was up 133% year over year to $1.93 billion. Last quarter, revenue was up 105% year over year to $606 million. Nvidia’s data center segment is its second largest by revenue and has been its fastest growing recently. Management also acknowledged that cryptocurrency mining has been driving demand in the gaming segment as well, but it is difficult to quantify how much of their business comes from it. Strong sales of the Nintendo Switch, which uses Nvidia’s Tegra processor, was another factor management cited as a growth contributor on last quarter’s earnings call. Management has attributed strength in the gaming segment to continual growth in games that require the higher-end of their products. When Nvidia reports on Thursday, analysts are expecting gaming revenue to be around $1.6 billion, up from $1.02 billion in the prior-year period.
For all of fiscal 2018, gaming revenue increased 36% year over year to $5.51 billion. In Q4 fiscal 2018, gaming revenue was up 29% year over year to $1.74 billion. The gaming segment still makes up a majority of the company’s revenue, and it has been its second-fastest growing segment behind data center.
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