Nvidia specialized market revenue FY2019-2026, by quarter

In the first quarter of Nvidia's 2026 fiscal year, revenue from data centers amounted to ***** billion U.S. dollars. This is a dramatic increase from the ***** billion U.S. dollars the company generated in this segment in the same quarter of the previous fiscal year. Nvidia’s technologies are being deployed for accelerated computing and generative AI applications, notably ChatGPT.

Nvidia’s move beyond gaming and into AI

Nvidia’s solutions are being used to train and run various large language models, most notably the one developed by OpenAI. ChatGPT – which generates human-like responses to user queries within seconds – was trained using tens of thousands of Nvidia graphics processing units (GPUs), linked together in an AI supercomputer belonging to Microsoft.

Nvidia’s competitors in the AI space include cloud providers

Nvidia’s earnings have helped to strengthen the company’s position in the exclusive tech three trillion club, a ranking of companies based on market capitalization, putting Nvidia up alongside the likes of Apple and Microsoft. While fellow chipmakers AMD and Intel may seem the natural competitors to Nvidia’s AI crown, the major hyperscalers also pose a substantial threat to Nvidia going forward.