Segment Information (Tables)
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12 Months Ended |
Jan. 25, 2026 |
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| Segment Reporting [Abstract] |
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| Schedule of Reportable Segments |
The table below presents details of our reportable segments. | | | | | | | | | | | | | | | | | | | | Compute & Networking | | Graphics | | Total | | | | | | | | (In millions) | Year Ended Jan 25, 2026 | | | | | | | Revenue | $ | 193,479 | | | $ | 22,459 | | | $ | 215,938 | | | Other segment items (1) | 63,338 | | | 13,303 | | | 76,641 | | Operating income | $ | 130,141 | | | $ | 9,156 | | | $ | 139,297 | | | | | | | | Year Ended Jan 26, 2025 | | | | | | | Revenue | $ | 116,193 | | | $ | 14,304 | | | $ | 130,497 | | | Other segment items (1) | 33,318 | | | 9,219 | | | 42,537 | | | Operating income | $ | 82,875 | | | $ | 5,085 | | | $ | 87,960 | | | | | | | | Year Ended Jan 28, 2024 | | | | | | | Revenue | $ | 47,405 | | | $ | 13,517 | | | $ | 60,922 | | | Other segment items (1) | 15,389 | | | 7,671 | | | 23,060 | | | Operating income | $ | 32,016 | | | $ | 5,846 | | | $ | 37,862 | |
(1)Other segment items primarily include product costs and inventory provisions, compensation and benefits excluding stock-based compensation expense, computing infrastructure expenses, and engineering development costs. A reconciliation of segment operating income to consolidated income before income tax for fiscal years 2026, 2025, and 2024 were as follows: | | | | | | | | | | | | | | | | | | | Year Ended | | Jan 25, 2026 | | Jan 26, 2025 | | Jan 28, 2024 | | | | | | | | (In millions) | Segment operating income | $ | 139,297 | | | $ | 87,960 | | | $ | 37,862 | | | Stock-based compensation expense | (6,386) | | | (4,737) | | | (3,549) | | Unallocated operating expenses | (1,997) | | | (1,171) | | | (728) | | | Acquisition-related and other costs | (527) | | | (599) | | | (613) | | Interest income | 2,300 | | | 1,786 | | | 866 | | Interest expense | (259) | | | (247) | | | (257) | | Other income, net | 9,022 | | | 1,034 | | | 237 | | Consolidated income before income tax | $ | 141,450 | | | $ | 84,026 | | | $ | 33,818 | |
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| Schedule of Revenue by Geographic Regions |
Revenue by geographic area is based upon the location of the customers’ headquarters. The end customer and shipping location may be different from our customers' headquarters location. | | | | | | | | | | | | | | | | | | | | Year Ended | | | Jan 25, 2026 | | Jan 26, 2025 | | Jan 28, 2024 | | | | | | | Geographic Revenue based upon Customer Headquarters Location (1): | (In millions) | | United States | $ | 149,617 | | | $ | 77,482 | | | $ | 31,533 | | | | | | | | Taiwan (2) | 42,345 | | | 23,600 | | | 14,912 | | | China (including Hong Kong) | 19,677 | | | 25,048 | | | 12,330 | | Other | 4,299 | | | 4,367 | | | 2,147 | | | Total revenue | $ | 215,938 | | | $ | 130,497 | | | $ | 60,922 | |
(1)In the third quarter of fiscal year 2026, we changed to revenue based upon the location of our customers’ headquarters as we believe it provides a better representation of the geographic profile of our revenue. Prior period information has been recast to reflect this change. (2)In fiscal year 2026, we estimate 76% of Data Center revenue from Taiwan-headquartered customers was attributed to end customers based in the United States and Europe.
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| Schedule of Revenue by Specialized Markets |
The following table summarizes revenue by specialized markets: | | | | | | | | | | | | | | | | | | | | Year Ended | | | Jan 25, 2026 | | Jan 26, 2025 | | Jan 28, 2024 | | | | | | | Revenue by End Market: | (In millions) | | Data Center | $ | 193,737 | | | $ | 115,186 | | | $ | 47,525 | | | Compute | 162,361 | | | 102,196 | | | 38,950 | | | Networking | 31,376 | | | 12,990 | | | 8,575 | | | Gaming | 16,042 | | | 11,350 | | | 10,447 | | | Professional Visualization | 3,191 | | | 1,878 | | | 1,553 | | | Automotive | 2,349 | | | 1,694 | | | 1,091 | | | OEM and Other | 619 | | | 389 | | | 306 | | | Total revenue | $ | 215,938 | | | $ | 130,497 | | | $ | 60,922 | |
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| Schedule of Long-Lived Assets by Geographic Region |
The following table presents summarized information for long-lived assets by country. Long-lived assets consist of property and equipment and exclude other assets, operating lease assets, goodwill, and intangible assets. | | | | | | | | | | | | | | Jan 25, 2026 | | Jan 26, 2025 | | | | | Long-lived assets: | (In millions) | | United States | $ | 5,125 | | | $ | 3,626 | | | Taiwan | 3,219 | | | 1,481 | | | Israel | 1,471 | | | 840 | | | Other | 568 | | | 336 | | | Total long-lived assets | $ | 10,383 | | | $ | 6,283 | |
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