Nvidia's latest earnings call said almost nothing about the gaming business you and I know it for—though it's not hard to see that this part of the business is largely overshadowed by the cash AI is continuing to throw around.
Nvidia announced record revenue during the first quarter of 2026, seeing an 85% year-on-year increase overall. Bringing in a total of $81.6 billion, money made from AI infrastructure makes up a huge chunk of that. For instance, the data centre segment of the business itself saw a 92% revenue increase from last year, raking in a total of $75.2 billion.
“The buildout of AI factories—the largest infrastructure expansion in human history—is accelerating at extraordinary speed,” says Nvidia CEO Jensen Huang.
He made similar remarks dur...
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