… These segments now form a smaller portion of NVIDIA's total revenue, collectively referred to as "Edge Computing." This new segment accounted for only 7.84% of the total Q1 revenue, indicating that NVIDIA's reporting structure now aligns with its revenue sources. …
… The sequential decline in our revenue from Q1 reflects the normal seasonal pattern of our business. …
… "Today Apple is proud to report our best March quarter ever, with revenue of $111.2 billion and double-digit growth across every geographic segment," said Tim Cook, Apple's CEO. "iPhone achieved a March quarter revenue record, fueled by such extraordinary demand for the iPhone 17 lineup. …
… Gaming business revenue was $720 million, up 11% year-over-year, driven by solid demand for AMD Radeon GPUs partially offset by lower semi-custom revenue. Embedded segment revenue was $873 million, up 6% year-over-year, as demand strengthened across several end markets. …
… As the server CPU market is projected to reach $120 billion by the end of this decade, less than 3.5 years away in 2030, it makes sense to have different CPU SKUs for each task and capture a significant portion of that revenue. …