That is an obscene profit margin on an insane amount of money
Damn nice margins there. My company feels giddy about our low 40 margins.
I like the layout. Putting their market breakdown leftmost really works. Well down!
Small R&D budget and majority income from Data Centers is a worry…
But as long as AI has demand, sure ride this one out.
This looks almost exactly like Sankeys from companies just before the dotcom bust, and the ones who didn’t do well on it either. Enormous margins, but very little R&D and reinvestment. Less than 10% R&D for a leading edge tech company is concerning.
The ones which came out of the dotcom bust strong were usually running with a slim margin, even making losses, but throwing everything at R&D.
This is genuinely worrying, if there’s even a slight downturn in the AI bubble, Nvidia’s going to be absolutely screwed with shareholders panicking over the dropping share price.
![[OC] Nvidia Financial Performance Q3 FY2025](https://www.europesays.com/wp-content/uploads/2024/11/qymthqdk743e1-1920x1024.png)
4 comments
That is an obscene profit margin on an insane amount of money
Damn nice margins there. My company feels giddy about our low 40 margins.
I like the layout. Putting their market breakdown leftmost really works. Well down!
Small R&D budget and majority income from Data Centers is a worry…
But as long as AI has demand, sure ride this one out.
This looks almost exactly like Sankeys from companies just before the dotcom bust, and the ones who didn’t do well on it either. Enormous margins, but very little R&D and reinvestment. Less than 10% R&D for a leading edge tech company is concerning.
The ones which came out of the dotcom bust strong were usually running with a slim margin, even making losses, but throwing everything at R&D.
This is genuinely worrying, if there’s even a slight downturn in the AI bubble, Nvidia’s going to be absolutely screwed with shareholders panicking over the dropping share price.
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