The records keep coming at NVIDIA, but a key indicator has just disappeared from the radar. With 81.6 billion dollars in turnover in Q1 2026, or approximately 75.1 billion euros as an indication, the group no longer separately details the revenues of its GeForce RTX GPUs intended for gaming.
GeForce RTX moves into a much broader category
During the publication of the quarterly results, the financial director Colette Kress indicated that the revenues linked to the GeForce RTX were now integrated into the segment Edge Computing. NVIDIA presents this business as a set covering devices for agentic AI and physical AI, with PCs, consoles, workstations, AI-RAN base stations, robotics and automotive.
The last autonomous score for gaming dates back to Q4 2025, with 3.7 billion dollars, or approximately 3.4 billion euros. Now, the new Edge Computing line is worth $6.4 billion, up 10% over a quarter and 29% over a year, even if the comparison is imperfect since the scope and title have changed.
A much more vague reading of gaming sales
The problem is that this segment now brings together several sources of revenue: sales of GeForce RTX, but also AI models, automobiles, software libraries and accelerated network infrastructures like AI-RAN. In other words, it becomes much more difficult to isolate actual PC gaming performance in NVIDIA’s accounts.
This accounting confusion occurs even as NVIDIA continues to present its consumer GPUs as an essential building block of its strategy. To understand this continuity between gaming cards and AI ambitions, we can reread the way in which GeForce RTX GPUs already serve as the basis for the execution of an open source AI model optimized by NVIDIA.
In Q1 2026, Edge Computing only represents 7.84% of total revenue. This choice of presentation reflects NVIDIA’s new internal hierarchy, where gaming becomes a minority block within a portfolio dominated by other activities, in particular AI and infrastructure.
Vera in embuscade sur I left CPU
These results also shed light on the arrival of NVIDIA on the standalone CPU market with the generation Vera. The company estimates it can sell $20 billion worth of Vera CPUs, or about €18.4 billion, aiming for a total addressable market of $200 billion with its standalone products.
By relying on large hyperscalers to provide racks equipped with Vera CPUs, NVIDIA seeks to accelerate deployment in infrastructures, both for internal use and for offers to third parties. If this trajectory is confirmed, the group could quickly position itself just behind AMD and Intel in this segment.
For observers of the PC market, this change is not trivial. As long as GeForce RTX remained visible line by line, it was possible to assess the health of gaming at NVIDIA despite the growing weight of AI; with Edge Computing, this reading becomes significantly more opaque, at the very moment when consumer GPUs count less in the group’s financial equation.
This vagueness does not prevent NVIDIA from continuing to put RTX at the center of its product communication and technical demonstrations. This is precisely what was recently reminded by the GeForce ON presentation focused on ray tracing, AI and RTX tools for developers, proof that the brand remains a visible pillar even when its gaming revenues become more difficult to isolate.
Source : TechPowerUp
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