v3.26.1
Segment Information (Tables)
 3 Months Ended
Apr. 26, 2026
Segment Reporting [Abstract]  
Schedule of Reportable Segments The table below presents details of our reportable segments.

Compute & NetworkingGraphics
Total
 (In millions)
Three Months Ended Apr 26, 2026
  
Revenue$74,550 $7,065 $81,615 
Other segment items (1)21,215 4,124 25,339 
Operating income$53,335 $2,941 $56,276 
Three Months Ended Apr 27, 2025
  
Revenue$39,589 $4,473 $44,062 
Other segment items (1)17,535 2,833 20,368 
Operating income$22,054 $1,640 $23,694 
(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.
Reconciliation of segment operating income to consolidated income before income tax for the first quarter of fiscal years 2027 and 2026 was as follows:
Three Months Ended
Apr 26, 2026Apr 27, 2025
(In millions)
Segment operating income
$56,276 $23,694 
Stock-based compensation expense(1,928)(1,474)
Unallocated operating expenses
(565)(419)
Acquisition-related and other costs(247)(163)
Interest income540 515 
Interest expense(102)(63)
Other income (expense), net15,929 (180)
Consolidated income before income tax
$69,903 $21,910 
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.
 Three Months Ended
 Apr 26, 2026Apr 27, 2025
 (In millions)
Geographic Revenue based upon Customer Headquarters Location:  
United States
$63,769 $25,685 
Taiwan12,006 7,648 
China (including Hong Kong)4,550 9,659 
Other1,290 1,070 
Total revenue$81,615 $44,062 
Schedule of Revenue by Market Platform
In the first quarter of fiscal year 2027, we changed our presentation of revenue by market platform, and the comparable period has been recast as follows:
 Three Months Ended
 Apr 26, 2026Apr 27, 2025
 (In millions)
Revenue by Market Platform  
Data Center$75,246 $39,112 
Hyperscale37,869 17,599 
AI Clouds, Industrial, & Enterprise37,377 21,513 
Edge Computing6,369 4,950 
Total revenue$81,615 $44,062