Nvidia No Longer Reporting Gaming GPU Sales In Investor Reports

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AI Is Nvidia's Primary Business Now!

Story Highlight
  • Nvidia had its best quarter ever in Q1 FY27, reaching a revenue of $81.615 billion.
  • The company is no longer reporting sales of its consumer GPUs as separate categories.
  • It has split its revenue based on product departments, adding GPU sales under the broader edge computing category.

Nvidia has become a key player in the rise of AI and hyperscaler datacenters over the years, and the technology is only expected to grow exponentially over the next decade. The company boasted its best quarter ever in Q1 FY27, hitting a record revenue of $81.615 billion.

The record-breaking financial report also reveals a grim reality. The conglomerate is no longer reporting the sales of its client gamer and professional GPUs as separate categories.

In other words, finding the performance of the GeForce, Pro, and Console segments in terms of revenue will be much harder, if not impossible, in the future.

Why it matters: It’s become clearer over the years that gamers are no longer Nvidia’s primary focus, thanks to the inception of AI and hyperscaler data centers. However, ending the reporting of client GPUs as a separate category is like a final nail in the coffin.

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Nvidia’s quarterly revenue chart based on the new product department segments.

The new quarterly revenue report reveals that consumer GPU sales will now be simply counted under the much broader ‘Edge Computing’ category, which includes GPUs for PCs, consoles, workstations, and the sort.

It has split its revenue based on product departments. This move further implies that AI is Nvidia’s primary business moving forward. 

Edge Computing highlights devices for agentic and physical AI including PCs, game consoles, workstations, AI-RAN base stations, robotics and automotive.

-Nvidia.

Regardless, Nvidia reported a staggering $6.4 billion in revenue in the edge computing segment during Q1 FY27. It only accounted for 7.84% of total revenue. But this figure was up by 10% from the last quarter and up 29% from a year ago.

Nvidia Edge Computing segment hit .4 billion in revenue during Q1 FY27.
Nvidia’s Edge Computing segment hit $6.4 billion in revenue in Q1 FY27.

Besides Edge Computing, the company is reporting figures for the Data Center category as its other main platform, which is divided into two sub-segments.

The Hyperscaler category includes public cloud providers and large consumer internet companies. Meanwhile, ACIE counts diverse purpose-built data centers and AI factories across industries and countries.

Do you think it’s wise for Nvidia to let go of its gaming GPU sales segment? Let us know your thoughts in the comments below, or join the discussion on the Tech4Gamers forum.

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