Chart: Nvidia's segment split tells only half the AI demand story

Source: Digitimes· DIGITIMES· August 27, 2026
Chart: Nvidia's segment split tells only half the AI demand story

Nvidia's data center business now splits almost evenly between hyperscalers and everyone else — US$48.7 billion against US$40.3 billion in the July quarter. The obvious reading is that the customer base is broadening. The sequence says something more specific.

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