True they do technically sell gaming GPUs however I believe Nvidia paid more in taxes than they made from their "gaming" sector. I say "gaming" because I believe they roll it in with other things in their "edge computing" category. All this is off the top of my head so it could be wrong. Here is their Q2 results if you are curious: https://nvidianews.nvidia.com/news/nvidia-announces-financia...

Also AMD and Micron? Yeah it's not huge but hand waving that doesn't give me confidence in the analysis

Nvidia doesn't really do B2C. They don't sell graphics cards to consumers, they sell GPUs to OEMs who build cards around them.

High-end gamers are a pretty minor slice of any tech segment including NVIDIA's.

I don't think they sell direct. They sell chips to OEMs.

That's like <5% of their revenues