NVDA · Nvidia Corp
stockEach revenue stream represents a distinct business segment. The color coding carries through all subsequent tabs so you can track how each segment contributes to TAM, revenue, profit, valuation, and ultimately the implied share price.
Data Center
Includes AI GPUs, networking equipment, Grace CPUs, and DGX systems powering enterprise and cloud AI.
Growth Drivers: Scaling of GenAI models, sovereign AI infrastructure, and hyperscaler data center upgrades.
Current Revenue: $90.0B
Gaming
GeForce GPUs for PC gaming and cloud gaming services.
Growth Drivers: GPU upgrade cycles, PC enthusiast market growth, and broader adoption of ray-tracing and AI-enhanced graphics.
Current Revenue: $11.0B
Professional Visualization
High-end enterprise graphics solutions including the Omniverse platform and digital twin technologies.
Growth Drivers: Enterprise adoption of digital twins, 3D workflows, and industrial metaverse applications.
Current Revenue: $1.5B
Automotive & Robotics
Drive PX for autonomous vehicles and the Isaac platform for industrial robotics.
Growth Drivers: Autonomous driving capabilities, in-cabin AI, and the proliferation of AI-powered industrial robotics.
Current Revenue: $1.2B
AI Software & Services
Recurring revenue from NVIDIA AI Enterprise, DGX Cloud, and specialized generative AI models.
Growth Drivers: Enterprise transition to cloud-based AI, recurring software licensing, and specialized AI microservices.
Current Revenue: $1.5B
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