AI accelerators and compute · US

NVIDIA

Supplies accelerated-computing infrastructure spanning hardware and software for data centers and AI workloads.

REPORTED COMPANY RESULTS

The business over time

MeasureRevenueNet incomeOperating cash flowR&D spending

$215.9bnRevenue · FY 2026 · consolidated company

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FOLLOW THE BUSINESS MODEL

Where the demand becomes revenue

Reported data-center and cloud segments, placed inside their own company totals

NVIDIA

Accelerators, servers and networking

$193.7bnData Center revenue · FY2026

89.7% · Data Center$215.9bn company total

Data Center includes accelerated computing and networking; not exclusively AI revenue.

Fiscal year ended 2026-01-25 · reported 2026-02-25
Segment rounded to 0.1bn in the source highlights

Original financial release ↗Company profile ↗

Each bar is 100% of that company’s own revenue in the stated period, not market share. These observations cover different fiscal periods, including one quarter; they are not ranked as comparable annual sales. Shares are derived from rounded reported amounts. No claim that the whole segment is AI-generated revenue. Reviewed 2026-10-23 · reported-business-segments-v1.

CHIP INFRASTRUCTURE

Compared with its peers

Same starting line

Revenue indexed to FY2016 = 100 · selected chip infrastructure.

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Relative growth, not company size or stock returns. Fiscal-year labels align; exact reporting periods differ across companies. Peer selection is editorial, not an exhaustive industry ranking.

Earnings and cash tell different stories

Both expressed as a share of NVIDIA revenue in the same fiscal year.

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Operating cash flow is not free cash flow; capital expenditure is not deducted here. Missing observations remain gaps.

How much goes into research?

Reported R&D / company revenue · FY2025

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All reported company R&D, not AI-only spending. Accounting definitions can differ; no compatible record is not zero expenditure.

Company revenue · source filingNet income · source filingOperating cash flow · source filingResearch & development expense · source filing

Company-wide revenue includes several markets. Even data-center business should not automatically be treated as exclusively AI. Reported growth does not isolate the causal contribution of AI. R&D is all company R&D, not AI-only investment or capital expenditure.