Key insights
- The article discusses NVIDIA's segment-level revenue, noting the absence of reported Singapore revenue in the most recent period (Oct '25) compared to previous periods. While the data highlights NVIDIA's revenue distribution across different segments and geographies, the missing Singapore data point introduces uncertainty. The impact on US equities is slightly negative due to the lack of transparency and potential concerns about regional revenue trends, but is limited given the overall strong growth in other segments.
Not sure if this has been covered already but I was looking for NVIDIA's by segment revenue.
My question is, did they just stop reporting their Singapore related revenue? I'm looking at the last row in the table.
|Segment|Oct '25|Jul '25|Apr '25|Jan '25 (A)| |:-|:-|:-|:-|:-| |Automotive|$1.7B|$1.2B|$567M|$1.7B| |United States|$97.8B|$44.2B|$20.7B|$61.3B| |China (incl. Hong Kong)|$16.6B|$8.3B|$5.5B|$17.1B| |Data Center|$131.4B|$80.2B|$39.1B|$115.2B| |Compute|$111.0B|$68.0B|$34.2B|$102.2B| |Taiwan|$30.3B|$15.7B|$7.2B|$20.6B| |Networking|$20.4B|$12.2B|$5.0B|$13.0B| |Graphics|$16.0B|$9.9B|$4.5B|$14.3B| |Gaming|$12.3B|$8.1B|$3.8B|$11.3B| |Other|$3.1B|$3.4B|$1.6B|$7.9B| |Professional Visualization|$1.9B|$1.1B|$509M|$1.9B| |OEM and Other|$458M|$284M|$111M|$389M| |Singapore||$19.2B|$9.0B|$23.7B|
(A) = Annual (full fiscal year). Other columns are cumulative year-to-date. NVIDIA fiscal year ends in January.