Martin Skreli (yes, pharma bro) did an analysis of Nvidia recently, highlighting the importance of the data centre revenue segment to Nvidia's business. Basically they need that segment to grow and grow over the coming years, otherwise there is no real justification for their sky high P/E (crypto mining is in the toilet, many gamers already upgraded their GPUs during the pandemic, possible recession looming so fanciful overpriced GPU spending will be impacted).