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Segment Information
 9 Months Ended
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 & NetworkingGraphics
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 EndedNine Months Ended
Oct 26, 2025Oct 27, 2024Oct 26, 2025Oct 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 income624 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 EndedNine Months Ended
 Oct 26, 2025Oct 27, 2024Oct 26, 2025Oct 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 
Other1,105 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 EndedNine Months Ended
 Oct 26, 2025Oct 27, 2024Oct 26, 2025Oct 27, 2024
 (In millions)
Revenue by End Market:  
Data Center$51,215 $30,771 $131,423 $79,606 
Compute43,028 27,644 111,027 69,640 
Networking8,187 3,127 20,396 9,966 
Gaming4,265 3,279 12,315 8,806 
Professional Visualization760 486 1,870 1,367 
Automotive592 449 1,745 1,124 
OEM and Other174 97 458 263 
Total revenue$57,006 $35,082 $147,811 $91,166