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Monday, 02/09/2026 8:36:23 PM

Monday, February 09, 2026 8:36:23 PM

Post# of 19317
My quick Google AI search...Waiting on the Arizona v Kansas game...
Here's what I posted:

"Prior to 2025, tell me how important RAPIDS cuML machine learning software was to nVidia business. Was it worth in the millions of dollars of revenue or billions of dollars in revenues?"

Results back:
+7
"Prior to 2025, the RAPIDS cuML machine learning software suite was strategically invaluable to NVIDIA’s business, acting as a key component in the software ecosystem that allowed the company to transition from a gaming company to the dominant player in AI data centers. While RAPIDS itself was offered as open-source software, it was crucial for driving hardware sales in the billions of dollars.
Here is the breakdown of its importance up to 2024:
Strategic Importance (The "Moat"): RAPIDS was designed to accelerate data science and machine learning pipelines (similar to pandas and scikit-learn) on GPUs. By removing the need for data scientists to move data from GPU-accelerated training back to CPU-based analytics, RAPIDS made NVIDIA GPUs indispensable, enhancing the value of the CUDA software stack.
Revenue Impact (Billions, not Millions): RAPIDS was not a primary direct revenue generator (software sales). Instead, it was a crucial catalyst for billions of dollars in datacenter GPU hardware revenue. By enabling fast data analysis, it ensured that high-end AI processors (like H100s and A100s) were fully utilized rather than waiting on slow CPUs.
Transition to Dominance (2021-2024): During this period, Data Center revenue exploded, going from roughly 25% of total revenue in 2020 to over 88-90% in FY2025. RAPIDS was part of the essential software stack (CUDA, TensorRT) that made this transition possible, which resulted in data center revenue reaching $47.5 billion in FY2024.
Conclusion:
While NVIDIA likely did not generate "billions in revenue" from selling licenses of RAPIDS itself, the software was a critical, high-importance driver that justified the purchase of tens of billions of dollars in NVIDIA hardware for enterprise, data science, and AI projects prior to 2025."
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