… Edge Computing will include PCs, workstations, robotics, automotive, gaming consoles, and telecom infrastructure. Splitting its data center segment into two major sub-segments — hyperscalers and ACIE —makes a lot of sense for Nvidia. …
… We may not know exactly how the GeForce GPU segment is performing unless NVIDIA provides separate information. Below you can see highlights form the Gaming and AI PC segment in the Q4 2025, versus the "Edge Computing" transition in Q1 2026. …
… We expect revenue to be down by about 4% year-over-year at the assumed midpoint of our guided range, with expected low-teens year-over-year growth in our Gamer and Creator Peripherals segment, offset by a more cautious outlook for our Gaming Components and Systems segment, driven by the ongoing glo… …
… This performance aligns with AMD’s outstanding start to the year, with consistent share gains across key compute segments reflecting disciplined execution and the strength of AMD’s leadership portfolio, from EPYC and Instinct in the data center to Ryzen and Radeon in client and gaming, supported by… …
… Historically, NVIDIA maintained gaming as an independent reporting category, making it easier to track GeForce-related revenue directly. That segment traditionally covered desktop GPUs, gaming laptops, and workstation graphics products. …
… And that's because the company is no longer reporting Gaming revenue as a separate line item. Previous financial reports from the company have grouped Gaming and AI PC revenue under a single umbrella covering PCs, GeForce RTX GPUs, laptops, and workstation hardware for enthusiasts and consumers. …
… The downtrend in the budget PC segment is mainly due to PC manufacturers' inability to serve these price segments, as rising memory costs, combined with shortages in segments like CPU/GPU, have forced them to focus on products that maintain gross margins. …
… Well, okay, there was one mention of gaming, but that was basically just to say it's now being considered subsumed under—you guessed it—an AI segment of the business. Along with the other segment which is, er... also AI. …
… In this comprehensive document 80 pages , analysts detailed the situation not only in the PC segment but also in console gaming. Here are some of their findings. Newzoo estimates that between 2025 and 2028, the revenue from the PC segment will grow by an average of 6.6% annually. …
… The bulk of the revenue came from the Data Center segment, but the gaming market revenue wasn't presented in the earnings chart. The company confirms that it has now placed Gaming alongside other segments under a new segment, called Edge Computing. …
