NVIDIA Corporation

Data Center revenue exploded to $10,323M out of $13,507M total (76.4%). One data center distributor customer represented ~17% of total revenue, and a large CSP estimated ~22% of total revenue, both attributable to Compute & Networking. This is the breakout AI quarter — effectively a reclassification of the Data Center segment from mixed HPC/AI to predominantly AI-driven, as H100 demand overwhelmed all other workloads. The 21.3pp jump from Q1 FY2024 (41.7%) reflects the H100 GPU ramp following the ChatGPT-driven AI boom, with hyperscaler orders surging. With AI now clearly dominating Data Center revenue, estimate ~82.5% of Data Center revenue as Core AI (up from 70% as HPC/non-AI share shrank dramatically): ~$8,517M. $8,517M / $13,507M = 63.1%, rounded to 63.0%.