Nvidia to stop reporting gaming revenue as a separate financial line

Nvidia used its first-quarter fiscal 2027 results to disclose a change in how it will present revenue, ending the long-running practice of showing gaming as a standalone top-level financial line. In a May 20 earnings release, the company said it is “transitioning to a new reporting framework” built around two market platforms: Data Center and Edge Computing. (investor.nvidia.com) The change matters because gaming had been one of the most closely watched categories in Nvidia’s filings, especially for investors trying to separate GeForce and PC-related demand from the company’s much larger AI and data-center business. (investor.nvidia.com) Under the new structure, gaming-related products will sit inside Edge Computing alongside PCs, game consoles, workstations, AI-RAN base stations, robotics and automotive. (investor.nvidia.com) ### So what exactly changed in Nvidia’s reporting? Nvidia said on May 20 that it will report two market platforms rather than the previous presentation that investors used to track businesses such as gaming more directly. Data Center will include two sub-markets — Hyperscale and ACIE, which Nvidia said stands for AI Clouds, Industrial and Enterprise. (investor.nvidia.com) Edge Computing, the new second platform, will cover “data processing devices for agentic and physical AI including PCs, game consoles, workstations, AI-RAN base stations, robotics and automotive,” according to the earnings release. That wording places gaming hardware inside a broader bucket rather than preserving gaming as its own headline segment. (investor.nvidia.com) ### Where did Nvidia disclose the change? The disclosure appeared in Nvidia’s May 20 first-quarter fiscal 2027 earnings release on its investor relations site and was also tied to the company’s latest quarterly reporting materials. Nvidia’s investor relations page lists the quarter’s press release, webcast, transcript, 10-Q and presentation materials together under the first-quarter fiscal 2027 results. (investor.nvidia.com) The SEC’s EDGAR system also shows Nvidia filed its Form 10-Q and an 8-K tied to the earnings release on May 20. Those filings are the formal record investors will use to compare the new presentation with earlier periods. ### What did Nvidia say about why it is doing this? Nvidia said the new framework “better reflects its current and future growth drivers,” linking the change to the company’s broader shift toward AI infrastructure and edge systems. (investor.nvidia.com) The same release described Data Center and Edge Computing as the two market platforms that will define the updated presentation. Jensen Huang, Nvidia’s chief executive, used the earnings release to emphasize AI demand, saying the “buildout of AI factories” is accelerating and that the company’s platform spans “from hyperscale data centers to the edge.” His comments were part of the same announcement that introduced the reporting change. (investor.nvidia.com) (sec.gov) ### What gets harder to see now? Gaming revenue becomes harder to isolate because Nvidia no longer shows it as a separate top-line category in the framework described in the earnings release. Instead, gaming-related products are grouped with several other businesses inside Edge Computing. (investor.nvidia.com) That means investors looking for a clean read on GeForce demand will have to rely more on company commentary, product disclosures and any supplemental detail Nvidia chooses to provide in future materials, rather than on a standalone gaming line in the main revenue presentation. That is an inference from the new structure Nvidia described. (investor.nvidia.com) ### What else was in the same earnings release? Nvidia reported first-quarter fiscal 2027 revenue of $81.6 billion, up 85% from a year earlier, and Data Center revenue of $75.2 billion, up 92% from a year earlier. The company also said its board approved an additional $80 billion in share repurchases and raised the quarterly cash dividend from $0.01 to $0.25 per share. (investor.nvidia.com) June 24, 2026 is Nvidia’s scheduled annual meeting date, according to its investor relations materials, and future quarterly releases and filings will show how consistently the company uses the new Data Center and Edge Computing framework. (investor.nvidia.com 1) (investor.nvidia.com 2)