NVIDIA's AI segment now carries the whole company

Where the revenue comes from

Compute & Networking (the data-centre AI business) did $88.3B last quarter against $7.9B for Graphics - 92% of the company. The split comes straight from NVIDIA's own segment disclosures - the numbers the company reports to the SEC, not analyst guesses.

NVIDIANVDA

Revenue by segmentBreakdown

How much of NVIDIA is the AI business now?

$% of mix

Compute & NetworkingGraphics

→Compute & Networking (the data-centre AI business) did $88.3B last quarter against $7.9B for Graphics - 92% of the company.

Source: SEC filings - segment disclosures (XBRL notes) · as at 2026-08-26

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Where the profit comes from

The AI segment earns a 71% operating margin ($62.7B on $88.3B); Graphics runs at 49%.

NVIDIANVDA

Operating income by segmentBreakdown

And where does the profit come from?

$% of mix

Compute & NetworkingGraphics

→The AI segment earns a 71% operating margin ($62.7B on $88.3B); Graphics runs at 49%.

Source: SEC filings - segment disclosures (XBRL notes) · as at 2026-08-26

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Who is buying

Hyperscalers ($48.7B) and enterprise/AI-cloud buyers ($40.3B) are roughly level - a broader demand base than the hyperscaler-only story suggests.

NVIDIANVDA

Data-centre demand mixBreakdown

Who is actually buying the AI chips?

$% of mix

HyperscaleAI clouds & enterpriseEdge

→Hyperscalers ($48.7B) and enterprise/AI-cloud buyers ($40.3B) are roughly level - a broader demand base than the hyperscaler-only story suggests.

Source: SEC filings - segment disclosures (XBRL notes) · as at 2026-08-26

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Sources

• NVDA filings on SEC EDGAR (10-K, 10-Q and the XBRL segment notes)