NVIDIA Now Stories GeForce Gaming GPU Income Beneath “Edge Computing”

NVIDIA reported its Q1 2026 earnings with income reaching $81.6 billion, setting a brand new report. Amid these record-breaking outcomes, the corporate introduced a change in the way it stories income from its GeForce RTX gaming GPUs. According to NVIDIA CFO Colette Kress, the standalone GeForce RTX GPU gaming income is not individually listed and is now built-in underneath the “Edge Computing” phase. This phase “highlights devices for agentic and physical AI, including PCs, game consoles, workstations, AI-RAN base stations, robotics, and automotive.” The final standalone report for gaming income was in This autumn 2025, the place NVIDIA posted $3.7 billion. Now, underneath the “Edge Computing” class, NVIDIA reported $6.4 billion, a rise of 10% from the earlier quarter and 29% from the identical interval final 12 months, when this phase had a distinct identify.

With the brand new reporting construction, NVIDIA consists of income from GeForce RTX GPU gross sales, in addition to contributions from AI fashions, automotive, software program libraries, and accelerated networking infrastructure like AI-RAN. These segments now type a smaller portion of NVIDIA’s whole income, collectively known as “Edge Computing.” This new phase accounted for less than 7.84% of the entire Q1 income, indicating that NVIDIA’s reporting construction now aligns with its income sources. This could be one of many final methods to trace quarterly gaming income, as the corporate is integrating different verticals right here. We could not know precisely how the GeForce GPU phase is performing until NVIDIA gives separate data. Below you’ll be able to see highlights type the Gaming and AI PC phase within the This autumn 2025, versus the “Edge Computing” transition in Q1 2026.

These quarterly outcomes have additionally highlighted that NVIDIA’s entry into the unbiased CPU market with its “Vera” CPU technology may place the corporate as a significant participant, simply behind AMD and Intel. According to NVIDIA’s estimates, they anticipate to promote round $20 billion price of “Vera” CPUs, tapping right into a $200 billion Total Addressable Market (TAM) with their standalone merchandise. By partnering with main hyperscalers to produce “Vera” CPU racks, NVIDIA is accelerating widespread deployment throughout infrastructure suppliers for each inner use and third-party choices. This technique opens up an enormous market, doubtlessly elevating NVIDIA to one of many high positions amongst CPU producers.