Nvidia stops reporting 'gaming' as a separate revenue line in its financials

Nvidia said on May 20 that it had changed the way it reports revenue, ending the long-running practice of listing gaming as a separate quarterly market platform in its earnings materials. The company said the new framework “better reflects its current and future growth drivers” and will organize results around two market platforms: Data Center and Edge Computing. The change arrived alongside another strong quarter, with Nvidia reporting record revenue of $81.6 billion for the three months ended April 26. The company also said Data Center revenue reached a record $75.2 billion. ### Where did gaming go in Nvidia’s financials? Nvidia said in its first-quarter fiscal 2027 earnings release that Edge Computing will now cover “data processing devices for agentic and physical AI including PCs, game consoles, workstations, AI-RAN base stations, robotics and automotive.” That means gaming hardware is no longer presented as its own top-level quarterly revenue line. The previous format had separated market platforms into Data Center, Gaming, Professional Visualization, Automotive, and OEM and Other. Nvidia’s fourth-quarter fiscal 2026 earnings release in February still used that older breakdown. ### What exactly is the new reporting structure? Nvidia said it is moving to two market platforms: Data Center and Edge Computing. (investor.nvidia.com) Within Data Center, it will now report two sub-markets, Hyperscale and ACIE, which the company said stands for AI Clouds, Industrial and Enterprise. The company said Hyperscale will include revenue from public clouds and large consumer internet companies, while ACIE covers AI-focused data centers and “AI factories across industries and countries.” Edge Computing, by contrast, groups together devices and systems that had previously been spread across several investor-facing categories. (investor.nvidia.com 1) (investor.nvidia.com 2) ### Did Nvidia still disclose any old-category numbers this quarter? Nvidia did provide some bridge data in the May 20 release. Under the previous sub-market structure, the company said Data Center compute revenue was $60.4 billion and Data Center networking revenue was $14.8 billion. The release did not include a separate gaming revenue figure in the summary lines that had appeared in prior quarters. (investor.nvidia.com) That is the practical effect for investors tracking consumer GPU demand through Nvidia’s headline earnings tables: the company has changed the presentation rather than publishing gaming as a standalone quarterly market-platform number. That reading is based on the side-by-side comparison between the February and May earnings releases. ### Why did Nvidia say it made the change now? Nvidia said the new framework “better reflects its current and future growth drivers.” In the same release, Chief Executive Jensen Huang said the company was positioned “at the center of this transformation” as AI infrastructure spending expanded across clouds, enterprises and industrial deployments. (investor.nvidia.com) The company’s numbers show why Data Center dominates the presentation. Nvidia reported total quarterly 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. ### Did the rest of the earnings report change the broader picture? (investor.nvidia.com) Nvidia’s May 20 earnings release still showed a beat on key headline measures. The company reported GAAP diluted earnings per share of $2.39 and non-GAAP diluted earnings per share of $1.87, while also announcing an additional $80 billion share repurchase authorization. (investor.nvidia.com) The board also approved an increase in the quarterly cash dividend from $0.01 per share to $0.25 per share, payable on June 26 to shareholders of record on June 4, Nvidia said. ### What should readers watch in the next filing? Nvidia’s May 20 Form 10-Q and 8-K are now the company’s official filings reflecting the new presentation. (investor.nvidia.com) Future quarterly releases, CFO commentary and SEC filings will show whether Nvidia continues to provide any bridge disclosures to the old market-platform categories as the new format settles in. (investor.nvidia.com)