AI Chipmakers' Data-Center Revenue (Latest Quarter)

Latest-quarter data-center / AI revenue, year-over-year growth and share of total revenue for NVIDIA, AMD, Intel and Broadcom — first-party earnings data connecting AI-accelerator specs to the money.

CompanyFiscal quarterData-center / AI revenue (US$B)YoYShare of total rev
NVIDIAQ1 FY2027 (to 2026-04-26)$75.2 (Data Center)+92%~92%
AMDQ2 2026 (to 2026-06-27)$6.72 (Data Center seg.)+107%58%
IntelQ2 2026 (to 2026-06-27)$6.3 (DCAI)+59%~39%
BroadcomQ2 FY2026 (to 2026-05-03)$10.8 (AI semis)+143%~49%

Method & sources

All figures come from each company's first-party earnings documents (press release / SEC 8-K, 10-Q), retrieved 2026-08-16. **Fiscal quarter-ends differ** by company (shown in the "Fiscal quarter" column); mind the timing when comparing. **NVIDIA**: Q2 FY2027 (reported ~late Aug 2026) was not yet out at the retrieval date, so the most recent reported Q1 FY2027 is used (Data Center = Hyperscale + ACIE under the new framework); the 92% share is derived from $75.2B / $81.6B total. **AMD**'s "Data Center segment" includes Instinct GPUs, EPYC server CPUs, etc. **Intel** is the "Data Center and AI (DCAI)" segment, rounded to $0.1B in the release. **Broadcom** has no standalone "Data Center" segment (only Semiconductor Solutions and Infrastructure Software); the officially disclosed "AI semiconductor revenue of $10.8B, +143%" is used (a management-disclosed figure, not a GAAP segment); ~49% share is derived from official figures. Sources: NVIDIA https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027 ; AMD https://ir.amd.com/news-events/press-releases/detail/1295/amd-reports-second-quarter-2026-financial-results ; Intel https://www.intc.com/news-events/press-releases/detail/1776/intel-reports-second-quarter-2026-financial-results ; Broadcom (SEC 8-K Ex-99.1) https://www.sec.gov/Archives/edgar/data/1730168/000173016826000051/avgo-05032026x8kxex99.htm .

Source: https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2027

Retrieved: 2026-08-16

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