'We expect supply constraints to be the headwind to gaming in Q1 and beyond' says Nvidia, although it claims demand and inventory levels are 'healthy'

AI and data center revenue was very much the focus of Nvidia's recent earnings call, while gaming took something of a backseat. This won't come as a surprise to most of you, I'm sure.

However, Nvidia executive vice president and chief financial officer Colette Kress did dedicate a small segment of her opening remarks to the market that first put Nvidia on the map:

"Gaming revenue of $3.7 billion increased 47% year on year, driven by strong Blackwell demand and improved supply. GeForce RTX is the leading platform for PC gamers...