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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

HP pushes AI workstations to cut cloud reliance, expand local computing

HP is positioning so-called agentic AI as a core element of the next workplace and is expanding related hardware and on-device software. The company unveiled new AI PCs and workstation products in Seoul, along with its on-device AI platform, HP IQ. HP said the shift toward AI that understands and executes tasks increases demand for local computing, reducing cloud reliance while strengthening security and performance.

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.