CONNECT WITH US
Gaming

Gaming

I barely remember the last time Nvidia mentioned gaming at all in an earnings call

PC Gamer logo

Published on

Add as a preferred source on Google
I barely remember the last time Nvidia mentioned gaming at all in an earnings call

When I hear 'Nvidia,' I still think 'gaming'. But after scrubbing through the company's latest earnings call, I'm not sure Nvidia is thinking much about gaming these days at all. In fact I had to go back through the records an entire year to find a time when it made one mention of it in an earnings call. That's how little impact it seemingly has on the company's bottom line.

None of Nvidia's board members so much as uttered the word 'gaming' to investors once again. But with the data centre segment bringing in $89 billion this quarter alone, accounting for almost 93% of the company's total revenue, it's not hard to see where the company's priorities now lie, and why.

Nvidia made $96 billion in total revenue in the second quarter of 2026, doubling what it made during the same period last year. Nvidia CFO Colette Kress told investors, "The surge in AI demand is driving a global infrastructure buildout, supported by an expanding and diverse set of growth opportunities, spanning hyperscalers, AI labs, AI natives, enterprises and sovereign customers."

For those unclear, I'll explain the last part of this comment: hyperscalers handle massive AI workloads so need a lot of infrastructure like data centres. AI labs are at the tech's bleeding edge in terms of research and development. 'AI natives' refers to workflows, products, or companies that are built from the ground up around AI—in other words, it's an inextricable aspect from the start. Enterprise customers may have otherwise bolted on data-centre-dependent AI products at a later date.


Source link
Related Topics:Gaming

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We TheMorningPulse.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It's possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.