NVIDIA's quarter in two charts: the AI segment now carries the company
Compute & Networking (the data-centre AI business) did $74.5B last quarter against $7.1B for Graphics — 91% of the company.
Data as of 2026-08-26 · full NVDA report · fact sheet
Where the revenue comes from
Compute & Networking (the data-centre AI business) did $74.5B last quarter against $7.1B for Graphics — 91% of the company. The split comes straight from NVIDIA's own segment disclosures — the numbers the company reports to the SEC, not analyst guesses.
How much of NVIDIA is the AI business now?
→Compute & Networking (the data-centre AI business) did $74.5B last quarter against $7.1B for Graphics — 91% of the company.
Where the profit comes from
The AI segment earns a 72% operating margin ($53.3B on $74.5B); Graphics runs at 42%.
And where does the profit come from?
→The AI segment earns a 72% operating margin ($53.3B on $74.5B); Graphics runs at 42%.
Who is buying
Hyperscalers ($37.9B) and enterprise/AI-cloud buyers ($37.4B) are roughly level — a broader demand base than the hyperscaler-only story suggests.
Who is actually buying the AI chips?
→Hyperscalers ($37.9B) and enterprise/AI-cloud buyers ($37.4B) are roughly level — a broader demand base than the hyperscaler-only story suggests.