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NVDA Breakdown: Customer Mix and Networking
Data Center: Compute vs Networking (Stacked), and Networking's Share#
Source: FinSight compilation and estimates · Updated 2026-09-04
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Networking Revenue and YoY Growth#
Source: FinSight compilation and estimates · Updated 2026-09-04
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Customer Mix ①: Hyperscalers, Revenue and YoY Growth#
Source: FinSight compilation and estimates · Updated 2026-09-04
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Customer Mix ②: ACI&E (AI Clouds/Neoclouds, Industrials, Enterprises, Sovereigns), Revenue and YoY Growth#
Source: FinSight compilation and estimates · Updated 2026-09-04
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Gross Margin: Actual vs Prior-Quarter Guidance, Plus the FY28 Path Given Aug 26#
Source: Company filings and earnings calls; FinSight compilation · Updated 2026-09-04
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Three Share Lines: Hyperscalers, ACI&E and Networking as a Share of Data Center#
Source: FinSight compilation and estimates · Updated 2026-09-04
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