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Segment Information | 9 Months Ended
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Oct. 26, 2025
Segment Reporting [Abstract] |
Segment Information | Segment Information Our Chief Executive Officer is our chief operating decision maker, or CODM, and reviews financial information presented on an operating segment basis for purposes of making decisions and assessing financial performance. Our CODM assesses operating performance of each segment based on regularly provided segment revenue and segment operating income. Operating results by segment include costs or expenses directly attributable to each segment, and costs or expenses that are leveraged across our unified architecture and therefore allocated between our two segments. Our CODM reviews expenses on a consolidated basis, and expenses attributable to each segment are not regularly provided to our CODM. The Compute & Networking segment includes our Data Center accelerated computing platforms and artificial intelligence, or AI, solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions including software; Jetson for robotics and other embedded platforms; and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse Enterprise software for building and operating industrial AI and digital twin applications. Certain expenses are not allocated to either Compute & Networking or Graphics for purposes of making operating decisions or assessing financial performance. The expenses include stock-based compensation expense, corporate infrastructure and support costs, acquisition-related and other costs, and other non-recurring charges and benefits that our CODM deems to be enterprise in nature. Our CODM does not review any information regarding total assets on a reportable segment basis. There are no intersegment transactions. The accounting policies for segment reporting are the same as for our consolidated financial statements. The table below presents details of our reportable segments.
| Compute & Networking |  | Graphics |  | Total |  |  |  |
| (In millions)
Three Months Ended Oct 26, 2025 |  |  |  |  |  |  |  |  |
Revenue | $ | 50,908 |  |  | $ | 6,098 |  |  | $ | 57,006 |  |  |  |  |
Other segment items (1) | 15,187 |  |  | 3,552 |  |  | 18,739 |  |  |  |  |
Operating income (loss) | $ | 35,721 |  |  | $ | 2,546 |  |  | $ | 38,267 |  |  |  |  |
Three Months Ended Oct 27, 2024 |  |  |  |  |  |  |  |  |
Revenue | $ | 31,036 |  |  | $ | 4,046 |  |  | $ | 35,082 |  |  |  |  |
Other segment items (1) | 8,955 |  |  | 2,544 |  |  | 11,499 |  |  |  |  |
Operating income (loss) | $ | 22,081 |  |  | $ | 1,502 |  |  | $ | 23,583 |  |  |  |  |
Nine Months Ended Oct 26, 2025 |  |  |  |  |  |  |  |  |
Revenue | $ | 131,828 |  |  | $ | 15,983 |  |  | $ | 147,811 |  |  |  |  |
Other segment items (1) | 45,689 |  |  | 9,555 |  |  | 55,244 |  |  |  |  |
Operating income (loss) | $ | 86,139 |  |  | $ | 6,428 |  |  | $ | 92,567 |  |  |  |  |
Nine Months Ended Oct 27, 2024 |  |  |  |  |  |  |  |  |
Revenue | $ | 80,157 |  |  | $ | 11,009 |  |  | $ | 91,166 |  |  |  |  |
Other segment items (1) | 22,180 |  |  | 6,898 |  |  | 29,078 |  |  |  |  |
Operating income (loss) | $ | 57,977 |  |  | $ | 4,111 |  |  | $ | 62,088 |  |  |  |  |
(1) Other segment items primarily include product costs and inventory provisions, compensation and benefits excluding stock-based compensation expense, computing infrastructure expenses, and engineering development costs. Depreciation and amortization expense attributable to our Compute and Networking segment was $439 million and $187 million for the third quarter, and $1.1 billion and $495 million for the first nine months, of fiscal years 2026 and 2025, respectively. Depreciation and amortization expense attributable to our Graphics segment was $175 million and $97 million for the third quarter, and $426 million and $268 million for the first nine months, of fiscal years 2026 and 2025, respectively. Acquisition-related intangible amortization expense is not allocated to either Compute & Networking or Graphics for purposes of making operating decisions or assessing financial performance. A reconciliation of segment operating income to consolidated income before income tax for the third quarter and first nine months of fiscal years 2026 and 2025 were as follows:
| Three Months Ended |  | Nine Months Ended |  |
| Oct 26, 2025 |  | Oct 27, 2024 |  | Oct 26, 2025 |  | Oct 27, 2024 |  |
| (In millions) |  |
Segment operating income | $ | 38,267 |  |  | $ | 23,583 |  |  | $ | 92,567 |  |  | $ | 62,088 |  |  |
Stock-based compensation expense | (1,655) |  |  | (1,252) |  |  | (4,753) |  |  | (3,416) |  |  |
Unallocated operating expenses | (515) |  |  | (307) |  |  | (1,375) |  |  | (816) |  |  |
Acquisition-related and other costs | (87) |  |  | (155) |  |  | (351) |  |  | (437) |  |  |
Interest income | 624 |  |  | 472 |  |  | 1,732 |  |  | 1,275 |  |  |
Interest expense | (61) |  |  | (61) |  |  | (186) |  |  | (186) |  |  |
Other income, net | 1,363 |  |  | 36 |  |  | 3,418 |  |  | 301 |  |  |
Consolidated income before income tax | $ | 37,936 |  |  | $ | 22,316 |  |  | $ | 91,052 |  |  | $ | 58,809 |  |  |
Revenue by geographic area is based upon the location of the customers’ headquarters. The end customer and shipping location may be different from our customers’ headquarters location.
| Three Months Ended |  | Nine Months Ended
| Oct 26, 2025 |  | Oct 27, 2024 |  | Oct 26, 2025 |  | Oct 27, 2024
| (In millions)
Geographic Revenue based upon Customer Headquarters Location (1): |  |  |  |  |  |  |
United States | $ | 39,177 |  |  | $ | 19,620 |  |  | $ | 97,759 |  |  | $ | 53,873 |
Taiwan (2) | 13,751 |  |  | 6,188 |  |  | 30,301 |  |  | 17,364 |
China (including Hong Kong) | 2,973 |  |  | 8,142 |  |  | 16,617 |  |  | 17,230 |
Other | 1,105 |  |  | 1,132 |  |  | 3,134 |  |  | 2,699 |
Total revenue | $ | 57,006 |  |  | $ | 35,082 |  |  | $ | 147,811 |  |  | $ | 91,166 |
(1) Previously, revenue by geographic area was reported based on the billing location of our customers, which often reflected a customer’s centralized invoicing location, even though our products were almost always shipped elsewhere. We believe changing to revenue based upon the location of our customers’ headquarters provides a better representation of the geographic profile of our revenue. Prior period information has been recast to reflect this change. (2) In the third quarter of fiscal year 2026, we estimate 86% of Data Center revenue from Taiwan-headquartered customers is attributed to end customers based in the United States and Europe. Revenue from sales to customers headquartered outside of the United States accounted for 31% and 34% of total revenue for the third quarter and first nine months of fiscal year 2026, respectively, and 44% and 41% of total revenue for the third quarter and first nine months of fiscal year 2025, respectively. We refer to customers who purchase products directly from NVIDIA as direct customers, such as add-in board manufacturers, distributors, ODMs, OEMs, CSPs, hyperscale companies, and system integrators. Certain direct customers may use either internal resources or third-party system integrators to complete their build. We refer to indirect customers as those who purchase products through our direct customers; indirect customers include CSPs, Neocloud builders, hyperscale, consumer internet companies, enterprises, and public sector entities. For the third quarter of fiscal year 2026, four direct customers with sales greater than 10% of total revenue included: Customer A at 22%, Customer B at 15%, Customer C at 13%, and Customer D at 11%, which were attributable to the Compute & Networking segment. For the first nine months of fiscal year 2026, sales to two direct customers represented 21% and 13% of total revenue, respectively, both of which were attributable to the Compute & Networking segment. The customers referenced above may represent different customers than those reported in a previous period. For the third quarter of fiscal year 2025, sales to three direct customers each represented 12% of total revenue, which were attributable to the Compute & Networking segment. For the first nine months of fiscal year 2025, sales to three direct customers represented 12%, 11%, and 11% of total revenue, which were attributable to the Compute & Networking segment. The following table summarizes revenue by specialized markets:
| Three Months Ended |  | Nine Months Ended
| Oct 26, 2025 |  | Oct 27, 2024 |  | Oct 26, 2025 |  | Oct 27, 2024
| (In millions)
Revenue by End Market: |  |  |  |  |  |  |
Data Center | $ | 51,215 |  |  | $ | 30,771 |  |  | $ | 131,423 |  |  | $ | 79,606 |
Compute | 43,028 |  |  | 27,644 |  |  | 111,027 |  |  | 69,640 |
Networking | 8,187 |  |  | 3,127 |  |  | 20,396 |  |  | 9,966 |
Gaming | 4,265 |  |  | 3,279 |  |  | 12,315 |  |  | 8,806 |
Professional Visualization | 760 |  |  | 486 |  |  | 1,870 |  |  | 1,367 |
Automotive | 592 |  |  | 449 |  |  | 1,745 |  |  | 1,124 |
OEM and Other | 174 |  |  | 97 |  |  | 458 |  |  | 263 |
Total revenue | $ | 57,006 |  |  | $ | 35,082 |  |  | $ | 147,811 |  |  | $ | 91,166 |

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- Definition The entire disclosure for reporting segments including data and tables. Reportable segments include those that meet any of the following quantitative thresholds a) it's reported revenue, including sales to external customers and intersegment sales or transfers is 10 percent or more of the combined revenue, internal and external, of all operating segments b) the absolute amount of its reported profit or loss is 10 percent or more of the greater, in absolute amount of 1) the combined reported profit of all operating segments that did not report a loss or 2) the combined reported loss of all operating segments that did report a loss c) its assets are 10 percent or more of the combined assets of all operating segments. + References Reference 1: http://www.xbrl.org/2003/role/disclosureRef -Topic 280 -SubTopic 10 -Name Accounting Standards Codification -Section 50 -Paragraph 21 -Subparagraph (b) -Publisher FASB -URI https://asc.fasb.org/1943274/2147482810/280-10-50-21 Reference 2: http://www.xbrl.org/2003/role/disclosureRef -Topic 280 -SubTopic 10 -Name 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