NVIDIA's latest financial report removes Gaming as a segment, it's now called Edge Computing

For those who have been tracking NVIDIA as it becomes a $5 trillion company that leads the world in chips and hardware built for modern AI data centers and workloads, it probably wasn't a surprise to learn that the company's latest financial report showed record revenue. Namely, with its Data Center segment accounting for $75.2 billion of the record $81.6 billion for the first quarter of the company's fiscal 2027.

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For those out there who best know NVIDIA as the company behind GeForce and as a leader in the PC gaming hardware market, it's not a surprise to learn that the company's Gaming revenue has become a small slice of its overall revenue. And for those thinking that GeForce is now an afterthought for NVIDIA, and not a focus in any meaningful sense, the latest financial report only reinforces this stance.

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. Now, gaming falls under the catch-all Edge Computing banner that covers AI PCs, GeForce RTX GPUs, game consoles, workstations, AI-RAN base stations, robotics, and automotive.

Put all of that together, and it accounts for $6.4 billion of NVIDIA's $81.6 billion for the quarter. From a financial reporting perspective, it makes sense, as these segments collectively saw Edge Computing deliver notable growth compared to the previous quarter and last year. However, with the current memory and storage crisis, and NVIDIA's recent comments suggesting "supply constraints" would affect Gaming revenue for the next year, this consolidation means that we don't get to see if Gaming revenue specifically is down, and by how much. NVIDIA states that the change "better reflects" the company's "current and future growth drivers," implying that Gaming revenue's decline is no longer seen as a growth driver. At least for now.

That said, as part of the new Edge Computing segment, NVIDIA lists the recent launch of NVIDIA DLSS 4.5 and Dynamic Multi Frame Generation as a major highlight ahead of new agentic AI advances for edge devices. With regular DLSS partnerships and support for the latest game releases, and with its GeForce RTX 50 Series GPUs available in most global markets, the company remains the clear leader in the PC gaming space. Plus, since these financial reports aren't meant for everyday gamers to digest, removing 'Gaming' doesn't indicate any change in the company's GeForce division. With Computex 2026 around the corner, we expect to get a lot of new GeForce RTX news related to DLSS, specific games, and even potential new hardware.