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Nvidia is so dominated by AI, it no longer sees gaming GPUs as a standalone section of its business
Nvidia GPUs for gaming are now such a small part of the company's business that it's changing the way it files its financial reports. Instead of having a separate section for gaming, it's now mashing together everything that isn't data center chips into one division. This means that gaming GPUs, GeForce Now, and any other game-related revenue are being reported alongside workstation GPUs, AI models, automotive chips, robotics, and more, as part of the "Edge Computing" section of the business. Edge Computing makes up less than 10% of Nvidia's business, despite its best graphics card, the RTX 5090, selling for over $4,000 at the moment. That "less than 10%" still amounts to $6.4 billion in revenue in the last quarter, but it is dwarfed by the $75.2 billion made by the Data Center division of the company.
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