Segment Information (Tables)
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6 Months Ended |
Jul. 28, 2024 |
| Segment Reporting [Abstract] |
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| Schedule of Reportable Segments |
The table below presents details of our reportable segments and the “All Other” category. | | | | | | | | | | | | | | | | | | | | | | | | | | Compute & Networking | | Graphics | | All Other | | Consolidated | | | | | | | | | | | (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 Ended | | Six Months Ended | | Jul 28, 2024 | | Jul 30, 2023 | | Jul 28, 2024 | | Jul 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 | 3 | | | 3 | | | 4 | | | — | | | Total | $ | (1,575) | | | $ | (1,139) | | | $ | (2,954) | | | $ | (2,204) | |
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| Schedule of Revenue by Geographic Regions |
Revenue by geographic areas was as follows: | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended | | Six Months Ended | | | Jul 28, 2024 | | Jul 30, 2023 | | Jul 28, 2024 | | Jul 30, 2023 | | | | | | | | | | | (In millions) | | Revenue: | | | | | | | | | United States | $ | 13,022 | | | $ | 6,043 | | | $ | 26,518 | | | $ | 8,428 | | | Taiwan | 5,740 | | | 2,839 | | | 10,113 | | | 4,635 | | | Singapore | 5,622 | | | 1,042 | | | 9,659 | | | 1,804 | | | China (including Hong Kong) | 3,667 | | | 2,740 | | | 6,158 | | | 4,330 | | | | | | | | | | | | | | | | | | | Other countries | 1,989 | | | 843 | | | 3,636 | | | 1,502 | | | Total revenue | $ | 30,040 | | | $ | 13,507 | | | $ | 56,084 | | | $ | 20,699 | |
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| Schedules of Concentration of Risk, by Risk Factor |
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 Ended | | Six Months Ended | | | Jul 28, 2024 | | Jul 28, 2024 | | | | | | Customer A | 14 | % | | 14 | % | | Customer B | 11 | % | | * | | Customer C | 11 | % | | * | | Customer D | 10 | % | | 10 | % | | Customer E | * | | 10 | % |
* Less than 10% of total revenue
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| Schedule of Revenue by Specialized Markets |
The following table summarizes revenue by specialized markets: | | | | | | | | | | | | | | | | | | | | | | | | | | Three Months Ended | | Six Months Ended | | | Jul 28, 2024 | | Jul 30, 2023 | | Jul 28, 2024 | | Jul 30, 2023 | | | | | | | | | | | (In millions) | | Revenue: | | | | | | | | | Data Center | $ | 26,272 | | | $ | 10,323 | | | $ | 48,835 | | | $ | 14,607 | | | Compute | 22,604 | | | 8,612 | | | 41,996 | | | 11,969 | | | Networking | 3,668 | | | 1,711 | | | 6,839 | | | 2,638 | | | Gaming | 2,880 | | | 2,486 | | | 5,527 | | | 4,726 | | | Professional Visualization | 454 | | | 379 | | | 881 | | | 674 | | | Automotive | 346 | | | 253 | | | 675 | | | 549 | | | OEM and Other | 88 | | | 66 | | | 166 | | | 143 | | | Total revenue | $ | 30,040 | | | $ | 13,507 | | | $ | 56,084 | | | $ | 20,699 | |
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