Gamers can't get enough of Nvidia's graphics cards
November 18, 2020
Would you look at that?! It's no leg lamp, but this chart of consumer demand is beautiful.
Purchase Intent in 21Q3 increased +92% QoQ, +160% YoY (the highest quarterly volume we've ever recorded).
LikeFolio's data is consumer driven, meaning we have more insight into the gaming portion of Nvidia's business and less into its growing data center segment. These two segments comprise ~88% of Nvidia's revenue.
In the last quarter, Consumer Demand for NVDA's GeForce Now (cloud gaming) platform and RTX graphics cards has rocketed.