Monday, 9 November 2026
Silicon Analytica
Every AI story is a chip story.
Chart 22 · This quarter's big themes

Data Center was 92.5% of NVIDIA's revenue in Q2 FY2027; AMD 48.0% and Intel 32.0% in their latest fiscal years

Q3 FY2025 – Q2 FY2027

NVIDIA: Data Center share of revenue, by quarterData Center revenue ÷ total revenue, %0%25%50%75%100%Q3 FY2025Q4 FY2025Q1 FY2026Q2 FY2026Q3 FY2026Q4 FY2026Q1 FY2027Q2 FY2027NVIDIA Data Center, Q3 FY2025: 87.7% (Calculated)88%NVIDIA Data Center, Q4 FY2025: 90.5% (Calculated)91%NVIDIA Data Center, Q1 FY2026: 88.8% (Calculated)89%NVIDIA Data Center, Q2 FY2026: 87.9% (Calculated)88%NVIDIA Data Center, Q3 FY2026: 89.8% (Calculated)90%NVIDIA Data Center, Q4 FY2026: 91.5% (Calculated)92%NVIDIA Data Center, Q1 FY2027: 92.2% (Calculated)92%NVIDIA Data Center, Q2 FY2027: 92.5% (Calculated)92.5%Data-center segment share of revenue, last two fiscal yearsSegment revenue ÷ total revenue, %NVIDIA FY2026: 89.7% · FY2026 · $193.7B of $215.9B (Calculated)NVIDIA FY202689.7%FY2026 · $193.7B of $…NVIDIA FY2025: 88.3% · FY2025 · $115.2B of $130.5B (Calculated)NVIDIA FY202588.3%FY2025 · $115.2B of $…AMD FY2025: 48.0% · FY2025 · $16.6B of $34.6B (Calculated)AMD FY202548.0%FY2025 · $16.6B of $3…AMD FY2024: 48.8% · FY2024 · $12.6B of $25.8B (Calculated)AMD FY202448.8%FY2024 · $12.6B of $2…Intel FY2025: 32.0% · FY2025 · $16.9B of $52.9B (Calculated)Intel FY202532.0%FY2025 · $16.9B of $5…Intel FY2024: 30.4% · FY2024 · $16.1B of $53.1B (Calculated)Intel FY202430.4%FY2024 · $16.1B of $5…Source: NVIDIA, AMD and Intel 10-K/10-Q filings and results releases (segment revenue) · Silicon AnalyticacalculationsSilicon Analyticasiliconanalytica.com/data/charts/data-center-share-of-revenue
  • Calculated share = data-center segment revenue ÷ total revenue for the same period, both from the company’s own filing.
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NVIDIA's Data Center platform brought in $89.0B of its $96.2B revenue in Q2 FY2027 (92.5%), against 87.7% in Q3 FY2025.

AMD: 48.0% of revenue in FY2025 ($16.6B of $34.6B).

Intel: 32.0% of revenue in FY2025 ($16.9B of $52.9B).

The segments are defined differently: NVIDIA’s Data Center market platform covers compute and networking; AMD’s Data Center segment includes EPYC CPUs and Instinct GPUs; Intel’s Data Center and AI segment covers Xeon and AI accelerators.

Segment names as reported: NVIDIA: “Data Center”; AMD: “Data Center”; Intel: “Data Center and AI”.

AMD and Intel quarterly segment revenue is not stored, so they are shown by fiscal year only.

Related

Companies:NVIDIAAMDIntel
Earnings:NVIDIA Q2 FY2027 earningsAMD Q3 2026 earningsIntel Q3 2026 earnings
Compare:NVIDIA vs AMDIntel vs AMD

More this quarter's big themes charts