Cost of Revenue Comparison: NVIDIA Corporation vs Oracle Corporation

A Decade of Cost Dynamics: NVIDIA vs. Oracle

In the ever-evolving tech landscape, understanding cost structures is pivotal. Over the past decade, NVIDIA Corporation and Oracle Corporation have showcased distinct trajectories in their cost of revenue. From 2014 to 2024, NVIDIA's cost of revenue surged by approximately 792%, reflecting its aggressive growth and expansion in the AI and gaming sectors. In contrast, Oracle's cost of revenue increased by about 109%, indicating a more stable yet consistent growth pattern.

Key Insights

• NVIDIA's Growth: Starting at just under $2 billion in 2014, NVIDIA's cost of revenue reached over $16 billion by 2024, highlighting its rapid scaling.
• Oracle's Stability: Oracle maintained a steady increase, with costs rising from around $7 billion in 2014 to over $15 billion in 2024.

This comparison underscores the diverse strategies of these tech giants, with NVIDIA focusing on rapid expansion and Oracle on steady growth.