NVIDIA Now Reports GeForce Gaming GPU Revenue Under “Edge Computing”

NVIDIA reported its Q1 2026 earnings with revenue reaching $81.6 billion, setting a new record. Amid these record-breaking results, the company announced a change in how it reports revenue from its GeForce RTX gaming GPUs. According to NVIDIA CFO Colette Kress, the standalone GeForce RTX GPU gaming revenue is no longer separately listed and is now integrated under the “Edge Computing” segment. This segment “highlights devices for agentic and physical AI, including PCs, game consoles, workstations, AI-RAN base stations, robotics, and automotive.” The last standalone report for gaming revenue was in Q4 2025, where NVIDIA posted $3.7 billion. Now, under the “Edge Computing” category, NVIDIA reported $6.4 billion, an increase of 10% from the previous quarter and 29% from the same period last year, when this segment had a different name.

With the new reporting structure, NVIDIA includes revenue from GeForce RTX GPU sales, as well as contributions from AI models, automotive, software libraries, and accelerated networking infrastructure like AI-RAN. 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. This might be one of the last ways to track quarterly gaming revenue, as the company is integrating other verticals here. 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.

These quarterly results have also highlighted that NVIDIA’s entry into the independent CPU market with its “Vera” CPU generation could position the company as a major player, just behind AMD and Intel. According to NVIDIA’s estimates, they expect to sell around $20 billion worth of “Vera” CPUs, tapping into a $200 billion Total Addressable Market (TAM) with their standalone products. By partnering with major hyperscalers to supply “Vera” CPU racks, NVIDIA is accelerating widespread deployment across infrastructure providers for both internal use and third-party offerings. This strategy opens up a vast market, potentially elevating NVIDIA to one of the top positions among CPU manufacturers.