v3.25.2
Segment Information (Tables)
 6 Months Ended
Jul. 27, 2025
Segment Reporting [Abstract]  
Schedule of Reportable Segments The table below presents details of our reportable segments.

Compute & NetworkingGraphics
Total
 (In millions)
Three Months Ended Jul 27, 2025
  
Revenue$41,331 $5,412 $46,743 
Other segment items (1)12,968 3,170 16,138 
Operating income (loss)$28,363 $2,242 $30,605 
Three Months Ended Jul 28, 2024
  
Revenue$26,446 $3,594 $30,040 
Other segment items (1)7,598 2,225 9,823 
Operating income (loss)$18,848 $1,369 $20,217 
Six Months Ended Jul 27, 2025
Revenue$80,920 $9,885 $90,805 
Other segment items (1)30,503 6,003 36,506 
Operating income (loss)$50,417 $3,882 $54,299 
Six Months Ended Jul 28, 2024
Revenue$49,121 $6,963 $56,084 
Other segment items (1)13,225 4,354 17,579 
Operating income (loss)$35,896 $2,609 $38,505 
(1)    Other segment items for the Compute & Networking and Graphics reportable segments primarily include product costs and inventory provisions, compensation and benefits excluding stock-based compensation expense, compute and infrastructure expenses, and engineering development costs.
Three Months EndedSix Months Ended
Jul 27, 2025Jul 28, 2024Jul 27, 2025Jul 28, 2024
(In millions)
Segment operating income
$30,605 $20,217 $54,299 $38,505 
Stock-based compensation expense(1,624)(1,154)(3,099)(2,164)
Unallocated cost of revenue and operating expenses (440)(280)(859)(508)
Acquisition-related and other costs(101)(141)(263)(282)
Interest income592 444 1,108 803 
Interest expense(62)(61)(124)(125)
Other income (expense), net2,236 189 2,055 264 
Consolidated income before income tax
$31,206 $19,214 $53,117 $36,493 
Schedule of Revenue by Geographic Regions
Revenue by geographic area is based upon the billing location of the customer. The end customer and shipping location may be different from our customer’s billing location.
 Three Months EndedSix Months Ended
 Jul 27, 2025Jul 28, 2024Jul 27, 2025Jul 28, 2024
 (In millions)
Geographic Revenue based upon Customer Billing Location:
  
United States$23,470 $13,022 $44,209 $26,518 
Singapore (1)10,156 5,622 19,173 9,659 
Taiwan8,529 5,740 15,687 10,113 
China (including Hong Kong)2,769 3,667 8,291 6,158 
Other1,819 1,989 3,445 3,636 
Total revenue$46,743 $30,040 $90,805 $56,084 
(1)    Singapore represented 22%, and 21% of the second quarter and first half of fiscal year 2026 total revenue based upon customer billing location, respectively. Customers use Singapore to centralize invoicing while our products are almost always shipped elsewhere. Over 99% of controlled Data Center compute revenue billed to Singapore was for orders from U.S.-based customers for the second quarter and first half of fiscal year 2026. Controlled Data Center compute refers to products that meet the characteristics of Export Control Classification Numbers 3A090.a or 4A090.a.
Schedule of Revenue by Specialized Markets
The following table summarizes revenue by specialized markets:
 Three Months EndedSix Months Ended
 Jul 27, 2025Jul 28, 2024Jul 27, 2025Jul 28, 2024
 (In millions)
Revenue by End Market:  
Data Center$41,096 $26,272 $80,208 $48,835 
Compute33,844 22,604 67,999 41,996 
Networking7,252 3,668 12,209 6,839 
Gaming4,287 2,880 8,050 5,527 
Professional Visualization601 454 1,110 881 
Automotive586 346 1,153 675 
OEM and Other173 88 284 166 
Total revenue$46,743 $30,040 $90,805 $56,084