
NVIDIA has officially moved its GeForce Graphics card division into another category within its latest financial reports. It’s been a spell since NVIDIA introduced its first consumer-grade PC gaming graphics cards in the late 1990s and to say that the GPU market has changed since then would be a vast understatment. From competitors and partners that have fallen to the wayside to the rise of the AI boom, which is now consuming both natural and manufacturing resources, the chip manufacturer has weathered many a storm, including those it helped create. That being said, the gaming community has criticized NVIDIA for seeming to step back from releasing consumer products in recent years, and this latest change in fiscal reporting appears to align with that perception.
Given a lack of new products, as a reminder, NVIDIA hasn’t launched any new graphics cards thus far in 2026, and it’s now been nearly 18 months since the release of its current consumer flagship, the GeForce RTX 5090, it shouldn’t come as a surprise that GeForce’s revenue streams are minuscule compared to the chip manufacturer’s AI ventures. According to the report, Geforce now sits at only 7.84% (via TechPowerUp) of NVIDIA’s Edge Computing division. That division has a total of $6.4 billion reported, and said to include “devices for agentic and physical AI, including PCs, game consoles, workstations, AI-RAN base stations, robotics, and automotive.”
“Edge Computing revenue for the first quarter was $6.4 billion, up 29% from a year ago and up 10% sequentially. The increases were driven by robust Blackwell workstation demand, partially offset by slower consumer PC demand that was tempered by elevated memory and systems prices.”
– NVIDIA
NVIDIA’s profits are soaring thanks to the AI boom, and revenue for Q1 is listed at $81.6 billion, an 85% increase from the previous year. Data Center networking revenue hit $14.8 billion, a nearly 200% increase over the year before. With so many billions being tracked in non-consumer markets, it’s no wonder that a mere half-billion of GeForce revenue is a drop in the bucket.
