Nvidia’s $96B quarter shows AI focus, with GeForce cards absent from report

Nvidia reported quarterly revenue of $96.2 billion, more than double year-over-year, with net income of $59.7 billion. Data center sales accounted for $89 billion, or over 90% of total revenue. The company's report highlighted AI-related software and products like RTX Spark and DGX Station, but did not mention its GeForce gaming graphics cards. Nvidia no longer breaks out gaming revenue separately, leaving it within the $7.2 billion Edge Computing segment. Gaming GPUs now represent a small fraction of Nvidia's business, reflecting its transformation into an AI infrastructure company. The report's focus on data centers underscores this shift, with consumer graphics cards receiving no mention.