← The economics of intelligence

What can we learn from NVIDIA’s data?

A first look at NVIDIA’s SEC filings. No conclusions yet.

How quickly is revenue growing?

Quarterly revenue and Data Center revenue, in billions of dollars.

Total revenueData Center

How fast is it growing year over year?

Change from the same quarter one year earlier.

Total revenueData Center

How much of NVIDIA is now Data Center?

Data Center revenue as a share of total revenue.

Source: NVIDIA 10-K and 10-Q filings filed with the SEC. Quarterly January values are derived from annual revenue minus the first nine months. NVIDIA reports revenue by market, not GPU units. Its market presentation changed in April 2026.