1. Nvidia's data center revenue grew 154% YoY, driven by H200, Blackwell, InfiniBand, and Ethernet for AI workloads. 2. Gaming segment shows stable growth with a 16.7% YoY increase, supported by RTX 40 Series GPUs and GeForce NOW platform. 3. Key risks include competition from big tech companies developing their own AI chips, though Nvidia remains ahead in GPU technology.