NVIDIA Corporation
NVDAQ3 2022(NVDA Q2 FY2023)Derived45.2% AI
AI Revenue %
45.2%
AI Fair Value
$454.5B
AI Revenue (Q)
$3.3B
Total Revenue (Q)
$7.2B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center revenue was $3,833M out of $5,931M total (64.6%). Data Center continued growing despite overall revenue decline (gaming crypto bust). One customer represented 10% of total revenue attributable primarily to Compute & Networking segment, indicating growing enterprise/cloud AI demand. With AI becoming a larger share of Data Center mix, estimate ~70% of Data Center as Core AI = ~$2,683M. $2,683M / $5,931M = 45.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $3,833M; Gaming $1,574M; Professional Visualization $200M; Automotive $251M; OEM and Other $73M; Total $5,931M
10-Q filed for Q ended Oct 30, 2022, Note 15 Segment Information, Revenue by Specialized Markets
One customer represented 10% of our total revenue for the third quarter of fiscal year 2023 and was attributable primarily to the Compute & Networking segment.
10-Q filed for Q ended Oct 30, 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