NVIDIA Corporation
NVDAQ3 2024(NVDA Q2 FY2025)Derived75.2% AI
AI Revenue %
75.2%
AI Fair Value
$3.02T
AI Revenue (Q)
$33.1B
Total Revenue (Q)
$44.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center Compute sub-line was $22,604M out of $30,040M total revenue (75.2%). Data Center total was $26,272M (Compute $22,604M + Networking $3,668M). Multiple customers each representing 10-14% of total revenue, all attributable to Compute & Networking segment (CSP/hyperscaler AI demand). The Compute sub-line is the cleanest Ring 1 Core AI proxy. $22,604M / $30,040M = 75.2%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $26,272M (Compute $22,604M, Networking $3,668M); Gaming $2,880M; Professional Visualization $454M; Automotive $346M; OEM and Other $88M; Total $30,040M
10-Q filed for Q ended Jul 28, 2024, Note 14 Segment Information, Revenue by Specialized Markets
Customer A 14%, Customer B 11%, Customer C 11%, Customer D 10% of total revenue for Q2 FY2025, all primarily attributable to the Compute & Networking segment.
10-Q filed for Q ended Jul 28, 2024, Note 14 Segment Information
AI Products Identified (Ring 1)
H100H200DGX H100HGX H200NVIDIA AI EnterpriseDGX CloudGrace HopperBlackwell (announced)
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 agreementsDRIVE platform
Confidence Tier
DerivedCalculated from reported segments primarily serving AI