NVIDIA posted a record Q1 2026 revenue of $81.6 billion, then reshuffled how it reports its GeForce RTX gaming sales. CFO Colette Kress said the standalone gaming line disappears, folded into a new Edge Computing segment that covers PCs, consoles, workstations, AI‑RAN base stations, robotics and automotive devices. The surge follows demand for data‑center chips and AI workloads that pushed Nvidia past its prior $79 billion peak.

The reclassified segment posted $6.4 billion in Q1, a 10% rise from the prior quarter and 29% growth year‑over‑year, representing 7.84% of total revenue. It now bundles GPU sales with AI model licensing, automotive chips, software libraries and accelerated networking, obscuring the pure gaming figure that was $3.7 billion in Q4 2025. Investors view the blend as evidence Nvidia treats gaming as part of broader AI edge solutions.

The change aligns with Nvidia’s push into broader edge AI, highlighted by its upcoming Vera CPU line that aims to capture $20 billion of a $200 billion addressable market. By grouping GPUs with AI and automotive revenue, the company signals that gaming is a smaller piece of its overall strategy, forcing analysts to wait for separate disclosures to gauge pure gaming health.