v3.26.1
Segment Information (Tables)
 6 Months Ended
Jul. 26, 2026
Segment Reporting [Abstract]  
Schedule of Reportable Segments The table below presents details of our reportable segments.

Compute & NetworkingGraphics
Total
(In millions)
Three Months Ended Jul 26, 2026
Revenue$88,299 $7,922 $96,221 
Other segment items (1)25,603 4,023 29,626 
Operating income$62,696 $3,899 $66,595 
Three Months Ended Jul 27, 2025
Revenue$41,331 $5,412 $46,743 
Other segment items (1)12,968 3,170 16,138 
Operating income$28,363 $2,242 $30,605 
Six Months Ended Jul 26, 2026
Revenue$162,850 $14,987 $177,837 
Other segment items (1)46,819 8,147 54,966 
Operating income$116,031 $6,840 $122,871 
Six Months Ended Jul 27, 2025
Revenue$80,920 $9,885 $90,805 
Other segment items (1)30,503 6,003 36,506 
Operating income$50,417 $3,882 $54,299 
(1)    Other segment items primarily include product costs and inventory provisions, compensation and benefits excluding stock-based compensation expense, computing infrastructure expenses, and engineering development costs.
Reconciliation of segment operating income to consolidated income before income tax for the second quarter and first half of fiscal years 2027 and 2026 was as follows:
Three Months EndedSix Months Ended
Jul 26, 2026Jul 27, 2025Jul 26, 2026Jul 27, 2025
(In millions)
Segment operating income
$66,595 $30,605 $122,871 $54,299 
Stock-based compensation expense(2,027)(1,624)(3,954)(3,099)
Unallocated operating expenses
(612)(440)(1,178)(859)
Acquisition-related and other costs(222)(101)(469)(263)
Other income, net7,773 2,766 24,140 3,039 
Consolidated income before income tax
$71,507 $31,206 $141,410 $53,117 
Schedule of Revenue by Geographic Regions
Revenue by geographic region is designated based on the location of the headquarters of direct customers. The end customer and shipping location may be different from our direct customers’ headquarters location.
Three Months EndedSix Months Ended
Jul 26, 2026Jul 27, 2025Jul 26, 2026Jul 27, 2025
(In millions)
Geographic Revenue based upon Customer Headquarters Location:
United States
$60,074 $32,897 $123,843 $58,582 
Taiwan26,985 8,902 38,991 16,550 
China (including Hong Kong)7,880 3,985 12,430 13,644 
Other1,282 959 2,573 2,029 
Total revenue$96,221 $46,743 $177,837 $90,805 
Schedule of Revenue by Market Platform
In the first quarter of fiscal year 2027, we changed our presentation of revenue by market platform, and the comparable periods were recast. During the second quarter of fiscal year 2027, we reclassified a company from AI Clouds, Industrial, & Enterprise (ACIE) to Hyperscale due to a change in their business model and recast the prior period revenue associated with this company.
Three Months EndedSix Months Ended
Jul 26, 2026Jul 27, 2025Jul 26, 2026Jul 27, 2025
(In millions)
Revenue by Market Platform
Data Center$89,023 $41,096 $164,269 $80,208 
Hyperscale48,710 24,168 91,761 46,428 
AI Clouds, Industrial, & Enterprise40,313 16,928 72,508 33,780 
Edge Computing7,198 5,647 13,568 10,597 
Total revenue$96,221 $46,743 $177,837 $90,805