Nvidia really doesn’t seem to care about gaming GPUs anymore – the company won’t even bother detailing graphics sales in its reports to big investors.

Nvidia just announced its results for the first quarter of fiscal 2027
This was accompanied by a change in how GPU sales are reported.
They will no longer be detailed separately, but buried in another category – Edge Computing – and there is reason to be nervous.

Nvidia is soaring with the reveal of its latest financial results, hitting a record quarter, but hidden among the cries of success is a decision I find somewhat concerning regarding Team Green’s gaming GPUs.

Tom’s Hardware noted that in addition to record revenue in the first quarter of fiscal 2027 – which reached a staggering $81 billion – Nvidia is making a change in the way the company presents its financial statements going forward.

Starting this quarter and going forward, Nvidia will not separately report sales of customer graphics cards, i.e. consumer (GeForce) and professional (RTX Pro and others) GPUs.

Analysis: changing priorities

Nvidia CEO Jensen Huang's speech at CES 2026

(Image credit: Nvidia)

This all sounds extremely boring, of course, so why does it matter to gamers? And why might this worry them, specifically? Well, that means it will no longer be possible to see how Nvidia’s GeForce and RTX businesses are performing.

In short, this effectively covers Nvidia’s graphics revenue in a veil of obscurity (I found one in Baldur’s Gate 3, I think) so that no one can easily see how that side of the business is doing.

Of course, this reflects several things: most certainly that Nvidia has become an AI heavyweight. And what all investors really care about now is AI, and Team Green doesn’t think the charts are important enough to capture that directly. The various RTX graphics cards sold by Nvidia – whether GeForce models or non-mainstream RTX models – can simply be classified quietly, in the background.

What worries me is that this is also a way to keep graphics sales out of the spotlight if Nvidia wants to deprioritize its GeForce line in the future. Without visibility into financial reporting, there won’t be an easy way to spot the decline in gaming GPUs.

This may seem like a leap to a conclusion, but it’s not just this latest financial reporting decision to consider: there’s also Nvidia’s broader attitude towards GeForce as of late. With the RAM crisis, we have seen GPU price hikes and concerns over production and inventory. On top of that, there have been rumors of GeForce models that were supposed to launch: RTX 5000 Super refreshes, which were widely rumored and rumored to have been designed and prepared, but have now been shelved.

The chatter is that we won’t see any new GPUs from Nvidia this year – not a single one – and that’s very rare (in fact, it hasn’t happened in three decades). Indeed, Nvidia needs every chip possible – and perhaps more specifically all the video RAM – for AI graphics cards that are far more cost-effective than consumer models.

And let’s not forget that Nvidia’s keynote at CES 2026 — a show that talks consumer electronics –—didn’t mention anything to do with GeForce GPUs. (Not the hardware, anyway, although we’ve heard about DLSS 4.5, but that’s not quite the same thing: the only hardware discussed was gaming monitors).

Gamers increasingly feel that priorities are shifting more radically toward the AI side of Nvidia’s market, and away from gaming GPUs, and I can’t blame people for thinking that way. This latest move to bury graphics sales in Nvidia’s financial reports seems like another step on the road to marginalizing the GeForce family, and yes, I agree, we can’t jump to conclusions, but it all adds up and seems rather worrying to me.