NVIDIA Strikes Gaming Segment Underneath “Edge Computing”, Posts 29% Revenue Progress From Blackwell Workstations But Gaming GPUs Sluggish Down Due To “Elevated” Memory Costs

NVIDIA’s Gaming section will now be reported beneath the “Edge Computing” section in future earnings outcomes as the corporate pivots from being a GPU producer to an ecosystem supplier.

NVIDIA’s Edge Computing Segment Will Now Include All Client Markets, Including Gaming

NVIDIA introduced its newest earnings, the place it posted a document income of $81.6 billion for Q1 FY2027. The bulk of the income got here from the Data Center section, however the gaming market income wasn’t introduced within the earnings chart. The firm confirms that it has now positioned Gaming alongside different segments beneath a brand new section, known as Edge Computing.

Unlike the Data Center section, which has two sub-markets: Hyperscale and ACIE (AI Clouds, Industrial and Enterprise), the Edge Computing section is a singular section consisting of assorted sub-markets. The complete income of those sub-markets will now fall beneath “Edge Computing”. To identify the sub-markets beneath Edge Computing, we’re taking a look at: PCs, Game Consoles, Workstations, AI-RAN base stations, robotics, and automotive (primarily gadgets for agentic and bodily AI however with a spotlight in the direction of the consumer).

Previously, NVIDIA had Gaming (GeForce GPUs & Console SoCs), Professional Virtualization (Workstation & Pro), Auto (Automotives), and OEM/Other segments listed individually. But beginning FY2027, that will not be the case anymore. So there is no manner of telling how a lot gaming income NVIDIA generated from its RTX GPUs or console SoCs. Meanwhile, AMD nonetheless showcases gaming income individually, which incorporates Radeon & Console segments.

Edge Computing income for the primary quarter was $6.4 billion, up 29% from a yr in the past and up 10% sequentially. The will increase have been pushed by strong Blackwell workstation demand, partially offset by slower shopper PC demand that was tempered by elevated reminiscence and methods costs.

NVIDIA

Although this alteration should not be a significant deal, it does restrict data concerning the efficiency of the GeForce, Pro, and Console segments when it comes to income.

NVIDIA does give some perception that its new Blackwell workstation demand was strong, however on the similar time, shopper PC demand was slowed down attributable to elevated reminiscence and element costs. Memory costs are on the rise because the AI supercycle continues to gobble up greater than DRAM makers can produce; as such, customers are left with no selection however to both pay greater costs or maintain off purchases.

The following are the principle developments that NVIDIA made within the Edge Computing section throughout the first quarter of FY2027:

• First-quarter Edge Computing income was $6.4 billion, up 10% from the earlier quarter and up 29% from a yr in the past.
• Released NVIDIA DLSS 4.5 Dynamic Multi Frame Generation and previewed the following era of DLSS 3D-guided neural rendering mannequin, DLSS 5, NVIDIA’s most vital graphics breakthrough since ray tracing in 2018.
• Accelerated and optimized key native agentic fashions, together with Gemma 4, Qwen, Mistral, and NVIDIA Nemotron for NVIDIA RTX and edge gadgets.
• Announced the NVIDIA Alpamayo 1.5 open mannequin and NVIDIA Omniverse NuRec applied sciences that allow autonomous driving methods at scale.
• Expanded partnership with Hyundai Motor Company and Kia for next-generation autonomous driving constructed on the NVIDIA DRIVE Hyperion platform, and expanded partnership with Uber to launch a fleet of autonomous autos powered by full-stack NVIDIA DRIVE AV software program.
• Announced that BYD, Geely, Isuzu, and Nissan are constructing stage 4-ready autos on the NVIDIA DRIVE Hyperion platform, and launched NVIDIA Halos OS, a unified security structure for AI-driven autos.
• Announced new NVIDIA Cosmos and NVIDIA Isaac GR00T N fashions, new Isaac simulation frameworks, the overall availability of NVIDIA IGX Thor, and bodily AI leaders constructing on NVIDIA expertise.
• Partnered with international industrial software program leaders to speed up AI-driven design, engineering, and manufacturing utilizing NVIDIA CUDA-X, NVIDIA Omniverse, and accelerated computing.
• Announced collaboration with T-Mobile and Nokia to combine bodily AI purposes on AI-RAN-ready infrastructure, in addition to a dedication with international telecom leaders to construct 6G wi-fi networks on AI-native, open, and safe platforms.

So this shift exhibits that NVIDIA is evolving from a conventional GPU firm right into a broader AI ecosystem supplier, consolidating its Gaming and Client segments beneath the brand new “Edge Computing” umbrella.

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