Nvidia Corp. was built on videogames, but for the rest of the year at least, investors and analysts won’t be concerned with gaming when pricing the stock.

Nvidia NVDA cut its revenue forecast for the second quarter by $1.4 billion earlier this month, revealing that gaming revenue will drop more than 30% from a year ago as a lack of supply for gaming cards quickly flipped to oversupply amid the “crypto winter” and a pullback in pandemic booms for gaming and personal-computer sales. Analysts now expect data-center and gaming sales — which have been battling for revenue supremacy among Nvidia’s segments in recent years — to show a severe sales split, with data-center well in the lead.

That is why maintaining the pace of growth in data-center sales is so crucial to Nvidia’s stock performance the rest of the year, and the warning did not provide a lot of confidence. After Nvidia’s announcement, analysts dropped their forecast for second-quarter data-center sales to $3.81 billion from $4.06 billion, and the third-quarter consensus fell to $4.05 billion from $4.37 billion.