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AI & Enterprise

Nvidia stops separate disclosure of graphics card revenue as focus shifts from gaming GPUs to AI

Nvidia will no longer separately disclose revenue from consumer and professional graphics cards starting this quarter, folding GeForce and RTX Pro into an “edge computing” category, TechRadar reported. The change reshapes Nvidia’s reporting into two pillars: data center and edge computing. Nvidia posted $81 billion in revenue for fiscal 2027 first quarter, but graphics detail will disappear from earnings tables. TechRadar and market watchers linked the move to Nvidia’s growing focus on AI chips.

Industry

Nvidia aims for local AI supercomputer demand with Claw ecosystem

Nvidia is targeting South Korea as its first demand base for autonomous AI agents, promoting a full-stack package spanning OpenClaw, a security container called OpenShell and an enterprise service called NemoClaw, alongside DGX Spark hardware to run large models locally. It showcased its Build-a-Claw hands-on programme in Seoul. Nvidia positions local deployment as a way to reduce accumulating API costs and address security concerns, while pushing demand for DGX Spark and RTX systems.

AI & Enterprise

Nvidia faces first gap in annual GeForce launches in 30 years as AI chips take priority

Nvidia is expected to break its annual gaming GPU launch streak dating back to the 1990s by not releasing a new GeForce GPU generation in 2026. Foreign media reports said the company’s strategy has shifted from gaming to AI chips, compounded by an industrywide memory shortage. Profitability also differs sharply, with Blackwell AI chips priced as high as $40,000 each versus $299 to $1,999 for gaming GPUs. AMD and Intel also face supply constraints tied to memory shortages.