What does Nvidia do?
Nvidia is best known for its GPUs, but the company is now a major force behind today’s AI technology. Its business breaks down into two main parts: computing & networking and graphics.
1. Computing & networking
The company's accelerated computing platforms help data centers manage the extraordinary computing demands of AI. According to the company, its data center solutions "can scale to tens of thousands of GPU-accelerated servers interconnected to function as a single giant computer."
This segment accounts for the lion's share of Nvidia's business, 88 % of revenue and more than 97% of operating income for fiscal 2025.
2. Graphics
The graphics segment comprises the GPUs provided for varying markets, including gaming, professional visualizations (workstations), and automotive. For fiscal 2026, these three markets represented 9%, 1.3%, and 1.2% of revenue, respectively.
While not as robust as the company's data center business, the gaming and automotive markets have represented some aspects of AI. Nvidia's GPUs, for example, are used in various types of autonomous vehicles.
Together, these businesses show how Nvidia has evolved from a graphics chip company into a full-stack AI infrastructure provider. Taking a closer look at what Nvidia owns helps explain how the company has built such a dominant position across AI hardware, networking, and software.