NVIDIA Corporation
NVDAQ2 2022(NVDA Q1 FY2023)Derived40% AI
AI Revenue %
40%
AI Fair Value
$384.7B
AI Revenue (Q)
$2.9B
Total Revenue (Q)
$7.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center revenue was $3,806M out of $6,704M total (56.8%). However, pre-ChatGPT era Data Center included significant HPC/scientific computing and enterprise visualization workloads that are not Ring 1 Core AI. Management commentary in this period described Data Center growth as driven by 'hyperscale and cloud computing' with AI training as one component among several. Conservatively estimate ~70% of Data Center revenue as AI-driven (training GPUs like A100, DGX systems, AI software), yielding ~$2,664M AI revenue. $2,664M / $6,704M = 39.7%, rounded to 40.0%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center revenue $3,806M; Gaming $2,042M; Professional Visualization $496M; Automotive $220M; OEM and Other $140M; Total $6,704M
10-Q filed for Q ended Jul 31, 2022, Note 15 Segment Information, Revenue by Specialized Markets
Compute & Networking segment revenue $3,907M
10-Q filed for Q ended Jul 31, 2022, Note 15 Segment Information
AI Products Identified (Ring 1)
A100DGX A100NVIDIA AI EnterpriseHGX
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Automotive AI Cockpitautonomous driving development agreements
Confidence Tier
DerivedCalculated from reported segments primarily serving AI