NVIDIA will no longer break out gaming revenue as a separate category in its earnings reports. Starting with fiscal 2027, gaming is being grouped under a new Edge Computing segment, which also includes PCs, game consoles, workstations, robotics, automotive, AI RAN base stations, and other client side markets.
The change makes it harder to see how much money NVIDIA is making from GeForce graphics cards and console related chips. In earlier reports, gaming, professional visualization, automotive, and OEM related revenue were shown separately. Now, these areas sit under one wider category.
NVIDIA reported $81.6 billion in revenue for the first quarter of fiscal 2027, with data center still driving most of the business. Edge Computing revenue reached $6.4 billion, up 29 percent from a year earlier and 10 percent from the previous quarter.
Strong Blackwell workstation demand helped growth, but consumer PC sales faced pressure from higher memory prices
NVIDIA said the increase in Edge Computing revenue was helped by strong demand for Blackwell workstations. However, consumer PC demand was weaker because of higher memory and system prices.
That matters for gaming hardware because memory costs can affect the final price of graphics cards and full PC builds. With AI demand putting pressure on the memory supply chain, gaming PC buyers may face higher prices or delay upgrades.
The reporting change also reflects how NVIDIA now wants to present its business. The company is moving further away from being seen mainly as a graphics card maker and is presenting itself as a wider AI and computing platform company.
| Area | What changed |
|---|---|
| Gaming revenue | No longer shown as its own earnings segment |
| New category | Gaming now sits under Edge Computing |
| Edge Computing revenue | $6.4 billion in Q1 fiscal 2027 |
| Yearly growth | Up 29 percent from a year earlier |
| Main growth driver | Strong Blackwell workstation demand |
| Consumer PC demand | Slowed by higher memory and system prices |
The move does not mean NVIDIA is leaving gaming behind. The company still announced new graphics related work, including DLSS 4.5 Dynamic Multi Frame Generation and an early look at DLSS 5, which it described as a major step for neural rendering.
Still, the new reporting structure means gaming performance will be less visible in future earnings. Investors and PC hardware watchers will now have to rely on NVIDIA’s broader comments rather than a clear gaming revenue figure.
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