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Nvidia's Data-Center GPUs Drive Revenue with Blackwell Platform

7/10/2026

42 6 Full Breakdown

Summary

Story summary

Nvidia’s data-center segment now drives most revenue and profit as customers use its GPUs for large AI models.
The company trades on Nasdaq under ticker NVDA and is included in the S&P 500.
Nvidia’s Blackwell architecture provides a full-stack platform that couples GPUs with high-speed networking and CUDA software.
Nvidia also sells gaming GPUs, automotive chips and edge-computing solutions, diversifying its revenue sources.

History

Historical Context

AlexNet, built by Krizhevsky, Sutskever and Hinton in 2012, cut ImageNet top-5 error to 15.3% using two Nvidia GTX 580 GPUs and 1.2 million images. Its GPU-driven success sparked a wave of deeper CNNs and cemented Nvidia as the S&P 500’s leading revenue source. Today Blackwell data-center GPUs power comparable large-scale models, echoing that 2012 breakthrough.

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Story summary

Nvidia’s data-center segment now drives most revenue and profit as customers use its GPUs for large AI models.
The company trades on Nasdaq under ticker NVDA and is included in the S&P 500.
Nvidia’s Blackwell architecture provides a full-stack platform that couples GPUs with high-speed networking and CUDA software.
Nvidia also sells gaming GPUs, automotive chips and edge-computing solutions, diversifying its revenue sources.

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