Nvidia is restructuring its revenue reporting around Data Center and Edge Computing segments, reflecting a company where 90% of revenue now comes from AI infrastructure.

Nvidia is reporting its first-quarter results after the market closes. The conference call with analysts is scheduled for 5 p.m. ET.

Nvidia's soaring revenue highlights the escalating demand for AI infrastructure, raising questions about sustainability and geopolitical risks.

The company reported record overall revenue of $81.6 billion and record data center revenue of $75.2 billion, driven by continued demand for its chips in AI data centers. Nvidia…

[Image: https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/image-19-2.png?quality=90&strip=all] Nvidia used to break out data center compute, networking, gaming,…

Nvidia is restructuring its revenue reporting around Data Center and Edge Computing segments, reflecting a company where 90% of revenue now comes from AI infrastructure.

Nvidia's data center revenue hit $75.2B in Q1 FY2027, a 92% year-over-year increase driven by AI demand for Hopper and Blackwell GPUs.

Nvidia's Q3 FY2026 revenue hit $57B with data center at $51.2B. Analysts now focus on its growing AI inference market share as workloads shift from training.