When I hear 'Nvidia,' I still think 'gaming'. But after scrubbing through the company's latest earnings call, I'm not sure Nvidia is thinking much about gaming these days at all. In fact I had to go back through the records an entire year to find a time when it made one mention of it in an earnings call. That's how little impact it seemingly has on the company's bottom line.
None of Nvidia's board members so much as uttered the word 'gaming' to investors once again. But with the data centre segment bringing in $89 billion this quarter alone, accounting for almost 93% of the company's total revenue, it's not hard to see where the company's priorities now lie, and why.
Nvidia made $96 billion in total revenue in the second quarter of 2026, doubling what it made during the same period last year. Nvidia CFO Colette Kress told investors, "The surge in AI demand is driving a global infrastructure buildout, supported by an expanding and diverse set of growth opportunities, spanning hyperscaler...
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