NVIDIA Corporation
NVDAQ2 2023(NVDA Q1 FY2024)Derived41.7% AI
AI Revenue %
41.7%
AI Fair Value
$1.31T
AI Revenue (Q)
$10.9B
Total Revenue (Q)
$26.0B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center revenue was $4,284M out of $7,192M total (59.6%). This is the quarter ending April 30, 2023 -- ChatGPT launched Nov 2022, and AI GPU demand was accelerating. H100 shipments began ramping. NVIDIA AI Enterprise software was growing. Estimate ~70% of Data Center revenue as Core AI (training and inference GPUs, DGX systems, AI software): ~$2,999M. $2,999M / $7,192M = 41.7%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $4,284M; Gaming $2,240M; Professional Visualization $295M; Automotive $296M; OEM and Other $77M; Total $7,192M
10-Q filed for Q ended Apr 30, 2023, Note 15 Segment Information, Revenue by Specialized Markets
Compute & Networking segment revenue $4,460M
10-Q filed for Q ended Apr 30, 2023, Note 15 Segment Information
AI Products Identified (Ring 1)
A100H100DGX A100DGX H100NVIDIA 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