NVIDIA Corporation
NVDAQ4 2023(NVDA Q3 FY2024)Derived66.5% AI
AI Revenue %
66.5%
AI Fair Value
$1.99T
AI Revenue (Q)
$37.3B
Total Revenue (Q)
$56.1B
Source: SEC EDGAR 10-Q Filing
View 10-Q on SEC.govAnalysis
Data Center revenue was $14,514M out of $18,120M total (80.1%). Revenue by specialized market shows Data Center dominating. Compute & Networking segment revenue was $14,645M. Customer A represented 12% and Customer B 11% of total revenue, both attributable to Compute & Networking (CSP/hyperscaler AI demand). The AI share of Data Center continued growing as H100 ramp intensified. Estimate ~83% of Data Center as Core AI: ~$12,047M. $12,047M / $18,120M = 66.5%.
Analyzed by claude-opus-4-6
Quoted Figures
Data Center $14,514M; Gaming $2,856M; Professional Visualization $416M; Automotive $261M; OEM and Other $73M; Total $18,120M
10-Q filed for Q ended Oct 29, 2023, Note 15 Segment Information, Revenue by Specialized Markets
Compute & Networking segment revenue $14,645M
10-Q filed for Q ended Oct 29, 2023, Note 15 Segment Information
Sales to Customer A represented 12% of total revenue for the third quarter of fiscal year 2024, and sales to Customer B represented 11% of total revenue for the first nine months of fiscal year 2024, both of which were attributable to the Compute & Networking segment.
10-Q filed for Q ended Oct 29, 2023, Note 15 Segment Information
AI Products Identified (Ring 1)
H100A100DGX H100HGX H100NVIDIA AI EnterpriseDGX Cloud
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