Video Cards, a Secondary Business for NVIDIA: The Definitive Confirmation Comes from the Latest Quarterly Report

The first quarter of 2026 represents a turning point for NVIDIA, not just because of the excellent financial results recorded by the company. Starting from this quarter, NVIDIA will adopt a new system to report its results which effectively confirms the secondary role of video cards in the company's activities. The revenue difference with data centers is now enormous.

A Secondary Business

Video cards are now a secondary business for NVIDIA, which is changing the way the results from its division dealing with RTX cards will be reported. The company will no longer differentiate the results of GeForce from those obtained from business sector cards, the RTX Pro.

At the same time, the financial data related to graphics cards will be included in the Edge Computing category and will no longer be treated independently. The company will separate results into two macro categories (with Data Center alongside Edge Computing).

This choice is linked to the reduced weight that graphics cards have today for the company, which is a true benchmark for the artificial intelligence sector. In this way, the results of the division dealing with video cards will not be reported in detail but will contribute to the data of the Edge Computing business.

As confirmed by the data from the latest quarterly report, the Data Center division generated $75 billion in revenue during the first three months of the year. The Edge Computing division, on the other hand, stopped at just $6 billion. Data centers ensure revenues that are more than 12 times those of the division that includes graphics cards.