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Segment Information (Tables)

9 Months Ended

Oct. 26, 2025

Segment Reporting [Abstract]

Schedule of Reportable Segments

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.

			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

Schedule of Revenue by Geographic Regions

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.

Schedule of Revenue by Specialized Markets

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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