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Segment Information
6 Months Ended
Jul. 28, 2024
Segment Reporting [Abstract]  
Segment Information Segment Information
Our Chief Executive Officer is our chief operating decision maker, or CODM, and reviews financial information presented on an operating segment basis for purposes of making decisions and assessing financial performance.
The Compute & Networking segment includes our Data Center accelerated computing platforms and artificial intelligence, or AI, solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms; and DGX Cloud computing services.
The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse Enterprise software for building and operating 3D internet applications.
Operating results by segment include costs or expenses directly attributable to each segment, and costs or expenses that are leveraged across our unified architecture and therefore allocated between our two segments.
The “All Other” category includes the expenses that our CODM does not assign to either Compute & Networking or Graphics for purposes of making operating decisions or assessing financial performance. The expenses include stock-based compensation expense, corporate infrastructure and support costs, acquisition-related and other costs, and other non-recurring charges and benefits that our CODM deems to be enterprise in nature.
Our CODM does not review any information regarding total assets on a reportable segment basis. Depreciation and amortization expenses directly attributable to each reportable segment are included in operating results for each segment. However, our CODM does not evaluate depreciation and amortization expense by operating segment and, therefore, it is not separately presented. The accounting policies for segment reporting are the same as for our consolidated financial statements. The table below presents details of our reportable segments and the “All Other” category.
 Compute & NetworkingGraphicsAll OtherConsolidated
 (In millions)
Three Months Ended Jul 28, 2024
    
Revenue$26,446 $3,594 $— $30,040 
Operating income (loss)$18,848 $1,369 $(1,575)$18,642 
Three Months Ended Jul 30, 2023
    
Revenue$10,402 $3,105 $— $13,507 
Operating income (loss)$6,728 $1,211 $(1,139)$6,800 
Six Months Ended Jul 28, 2024
Revenue$49,121 $6,963 $— $56,084 
Operating income (loss)$35,896 $2,609 $(2,954)$35,551 
Six Months Ended Jul 30, 2023
Revenue$14,862 $5,837 $— $20,699 
Operating income (loss)$8,887 $2,258 $(2,204)$8,941 
Three Months EndedSix Months Ended
Jul 28, 2024Jul 30, 2023Jul 28, 2024Jul 30, 2023
(In millions)
Reconciling items included in "All Other" category:
Stock-based compensation expense$(1,154)$(842)$(2,164)$(1,576)
Unallocated cost of revenue and operating expenses (280)(163)(508)(317)
Acquisition-related and other costs(144)(137)(286)(311)
Other— 
Total$(1,575)$(1,139)$(2,954)$(2,204)
Revenue by geographic areas is based upon the billing location of the customer. The end customer and shipping location may be different from our customer’s billing location. For example, most shipments associated with Singapore revenue were to locations other than Singapore and shipments to Singapore were insignificant. Revenue by geographic areas was as follows:
 Three Months EndedSix Months Ended
 Jul 28, 2024Jul 30, 2023Jul 28, 2024Jul 30, 2023
 (In millions)
Revenue:  
United States$13,022 $6,043 $26,518 $8,428 
Taiwan5,740 2,839 10,113 4,635 
Singapore5,622 1,042 9,659 1,804 
China (including Hong Kong)3,667 2,740 6,158 4,330 
Other countries1,989 843 3,636 1,502 
Total revenue$30,040 $13,507 $56,084 $20,699 
We refer to customers who purchase products directly from NVIDIA as direct customers, such as add-in board manufacturers, distributors, original device manufacturers, or ODMs, original equipment manufacturers, or OEMs, and system integrators. We have certain customers that may purchase products directly from NVIDIA and may use either internal resources or third-party system integrators to complete their build. We also have indirect customers, who purchase products through our direct customers; indirect customers include cloud service providers, consumer internet companies, enterprises, and public sector entities.
Sales to direct customers which represented 10% or more of total revenue, all of which were primarily attributable to the Compute & Networking segment, are presented in the following table:
 Three Months EndedSix Months Ended
 Jul 28, 2024Jul 28, 2024
Customer A14 %14 %
Customer B11 %
*
Customer C11 %
*
Customer D10 %10 %
Customer E
*
10 %
* Less than 10% of total revenue
One customer represented approximately 17% and 13% of total revenue for the second quarter and first half of fiscal year 2024, respectively, and was attributable to the Compute & Networking segment.
The following table summarizes revenue by specialized markets:
 Three Months EndedSix Months Ended
 Jul 28, 2024Jul 30, 2023Jul 28, 2024Jul 30, 2023
 (In millions)
Revenue:  
Data Center$26,272 $10,323 $48,835 $14,607 
Compute22,604 8,612 41,996 11,969 
Networking3,668 1,711 6,839 2,638 
Gaming2,880 2,486 5,527 4,726 
Professional Visualization454 379 881 674 
Automotive346 253 675 549 
OEM and Other88 66 166 143 
Total revenue$30,040 $13,507 $56,084 $20,699