{"id":1675875,"date":"2026-08-27T13:21:12","date_gmt":"2026-08-27T13:21:12","guid":{"rendered":"http:\/\/KiXyXVbRPdUuybVLAKmGwY"},"modified":"2026-08-27T13:21:12","modified_gmt":"2026-08-27T13:21:12","slug":"i-barely-remember-the-last-time-nvidia-mentioned-gaming-at-all-in-an-earnings-call","status":"publish","type":"post","link":"https:\/\/arcader.org\/news\/i-barely-remember-the-last-time-nvidia-mentioned-gaming-at-all-in-an-earnings-call\/","title":{"rendered":"I barely remember the last time Nvidia mentioned gaming at all in an earnings call"},"content":{"rendered":"<article>\n<p>When I hear &#8216;Nvidia,&#8217; I still think &#8216;gaming&#8217;. But after scrubbing through the company&#8217;s <a href=\"https:\/\/events.q4inc.com\/attendee\/842602961\">latest earnings call<\/a>, I&#8217;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&#8217;s how little impact it seemingly has on the company&#8217;s bottom line.<\/p>\n<p>None of Nvidia&#8217;s board members so much as uttered the word &#8216;gaming&#8217; to investors <a href=\"https:\/\/www.pcgamer.com\/hardware\/graphics-cards\/another-quarter-another-quarterly-update-from-nvidia-that-doesnt-mention-gaming\/\">once again<\/a>. But with the data centre segment bringing in $89 billion this quarter alone, accounting for almost 93% of the company&#8217;s total revenue, it&#8217;s not hard to see where the company&#8217;s priorities now lie, and why.<\/p>\n<p>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, &#8220;The surge in AI demand is driving a global infrastructure buildout, supported by an expanding and diverse set of growth opportunities, spanning hyperscalers, AI labs, AI natives, enterprises and sovereign customers.&#8221;<\/p>\n<div style=\"min-height: 250px;\">\n<div class=\"kwizly-quiz kwizly-Oo2MqW\"><\/div>\n<\/p><\/div>\n<p> <script src=\"https:\/\/kwizly.com\/embed\/Oo2MqW.js\" async><\/script><\/p>\n<p>For those unclear, I&#8217;ll explain the last part of this comment: hyperscalers handle massive AI workloads so need a lot of infrastructure like data centres. AI labs are at the tech&#8217;s bleeding edge in terms of research and development. &#8216;AI natives&#8217; refers to workflows, products, or companies that are built from the ground up around AI\u2014in other words, it&#8217;s an inextricable aspect from the start. Enterprise customers may have otherwise bolted on data-centre-dependent AI products at a later date. Finally, sovereign customers can represent either businesses or even entire countries that want to retain full control over an AI technology&#8217;s entire lifecycle.<\/p>\n<p>The really brain-melting thing though is that Kress adds that the company expects &#8220;to grow revenue by approximately 70% in fiscal 2028,&#8221; even in the midst of the <a href=\"https:\/\/www.pcgamer.com\/hardware\/memory\/ram-and-storage-is-ridiculously-expensive-right-now-because-of-drumroll-ai-of-course-and-theres-little-reason-to-think-prices-will-drop-any-time-soon\/\" target=\"_blank\">RAMpocalypse<\/a>. In fact, <a href=\"https:\/\/www.pcgamer.com\/hardware\/nvidia-says-it-would-be-making-a-whole-lot-more-money-if-it-werent-for-the-memory-crisis-its-contributing-to\/\" target=\"_blank\">Nvidia feels it would be making a whole lot more money if it weren&#8217;t for the memory crisis it&#8217;s contributing to<\/a>. Still, even in a &#8220;supply-constrained&#8221; landscape, Nvidia is not expecting the demand for AI or data centres to slow down any time soon. That leaves gaming out in the cold.<\/p>\n<figure class=\"van-image-figure inline-layout\" data-bordeaux-image-check >\n<div class='image-full-width-wrapper'>\n<div class='image-widthsetter' style=\"max-width:2951px;\">\n<p class=\"vanilla-image-block\" style=\"padding-top:56.29%;\"><img loading=\"lazy\" decoding=\"async\" id=\"dbyMS2G9kvcew8wvqTVruE\" name=\"nvidia-rtx-5090-09\" alt=\"Nvidia RTX 5090 Founders Edition graphics card on different backgrounds\" src=\"https:\/\/arcader.org\/wp-content\/uploads\/2026\/08\/i-barely-remember-the-last-time-nvidia-mentioned-gaming-at-all-in-an-earnings-call.jpg\" mos=\"\" align=\"middle\" fullscreen=\"\" width=\"2951\" height=\"1661\" attribution=\"\" endorsement=\"\" class=\"inline\"><\/p>\n<\/div>\n<\/div><figcaption itemprop=\"caption description\" class=\" inline-layout\"><span class=\"credit\" itemprop=\"copyrightHolder\">(Image credit: Future)<\/span><\/figcaption><\/figure>\n<p>In fact, Nvidia no longer reports on gaming as its own separate segment. Instead, this has apparently been bundled up into the Edge Computing segment, which itself made $7.2 billion. <a href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1045810\/000104581026000073\/q2fy27cfocommentary.htm\" target=\"_blank\">Kress comments<\/a> that these &#8220;increases were driven by strong sales of Blackwell workstations, partially offset by slower consumer PC sales that were tempered by elevated memory and systems prices.&#8221; The Edge Computing segment saw a 27% year-over-year increase, though this win still pales in comparison to all things AI at Nvidia.<\/p>\n<p>Obviously, Nvidia hasn&#8217;t stopped selling its very shiny RTX 50-series GPUs\u2014so shiny in fact, that it would have been <a href=\"https:\/\/www.pcgamer.com\/hardware\/graphics-cards\/it-is-genuinely-cheaper-for-me-to-fly-to-quakecon-and-buy-a-rtx-5090-at-the-nvidia-booth-than-pick-up-the-gpu-absolutely-anywhere-else\/\" target=\"_blank\">genuinely cheaper for me to fly to QuakeCon and buy an RTX 5090 at the Nvidia booth<\/a> than pick up the GPU absolutely anywhere else. But even though the RTX 5090 costs a small fortune, gaming is clearly not the priority it once was for Nvidia, nor has it been for a while.<\/p>\n<p>The last time I remember Nvidia mentioning gaming in an earnings call was this time last year, and even then <a href=\"https:\/\/www.pcgamer.com\/software\/ai\/nvidia-makes-almost-ten-times-more-from-ai-than-gaming-but-margins-are-already-eroding-as-rivals-push-into-the-space\/\" target=\"_blank\">AI was already making 10 times as much as gaming<\/a>. De-emphasising the gaming segment even further is something we could all have seen coming. With that in mind, hearing &#8216;Nvidia&#8217; and still thinking &#8216;gaming&#8217; before &#8216;AI&#8217; or &#8216;data centres&#8217; puts me firmly behind the times.<\/p>\n<\/article>\n<p><a href=\"https:\/\/www.pcgamer.com\/software\/ai\/i-barely-remember-the-last-time-nvidia-mentioned-gaming-at-all-in-an-earnings-call\/\">Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>When I hear &#8216;Nvidia,&#8217; I still think &#8216;gaming&#8217;. But after scrubbing through the company&#8217;s latest earnings call, I&#8217;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&#8217;s how little impact it seemingly has on the company&#8217;s bottom line. None of Nvidia&#8217;s board members so much as uttered the word &#8216;gaming&#8217; to investors once again. But with the data centre segment bringing in $89 billion this quarter alone, accounting for almost 93% of the company&#8217;s total revenue, it&#8217;s not hard to see where the company&#8217;s priorities now lie, and why. Nvidia made $96 billion&hellip;<\/p>\n<p class=\"excerpt-more\"><a class=\"blog-excerpt button\" href=\"https:\/\/arcader.org\/news\/i-barely-remember-the-last-time-nvidia-mentioned-gaming-at-all-in-an-earnings-call\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":1,"featured_media":1675876,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[336],"tags":[1997,1622],"class_list":["post-1675875","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pc-gamer","tag-ai","tag-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>I barely remember the last time Nvidia mentioned gaming at all in an earnings call | Arcader News<\/title>\n<meta name=\"description\" content=\"When I hear &#039;Nvidia,&#039; I still think &#039;gaming&#039;. 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