{
  "id": 3751039,
  "title": "Nvidia CFO says about half of its data center business comes from customers beyond hyperscalers",
  "url": "https://urgent.news/2026/08/27/nvidia-cfo-says-about-half-of-its-data-center-business-comes-from",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-08-27T13:17:53.000Z",
  "source": {
    "name": "Fortune",
    "slug": "fortune",
    "url": "https://fortune.com/2026/08/27/nvidia-cfo-about-half-data-center-business-customers-beyond-hyperscalers/"
  },
  "original_language": "en",
  "account": "Nvidia's CFO, Colette Kress, disputed AI skeptics during Wednesday's earnings call, revealing that more than half of the company's data center revenue now comes from customers outside of hyperscalers. Total revenue reached $96.2 billion, a 106% year-over-year increase, while non-GAAP EPS was $2.22. Data Center revenue specifically amounted to $89 billion, up 117% year-over-year. Nvidia's guidance for the upcoming quarter stands at $105.8–$110.1 billion, with fiscal 2028 sales projected to grow by 70% from the previous year. CEO Jensen Huang emphasized that demand for Nvidia's products is accelerating. Kress explained that while hyperscalers like Microsoft, Google, Amazon, and Meta remain a significant growth driver, non-hyperscaler growth, encompassing sovereign, regional NeoClouds, enterprise edge, and air-gap data centers (referred to as AICE), now accounts for roughly half of the company's data center business. The data center revenue is split between $49 billion from hyperscalers and $40 billion from AICE. Kress cited the rapid growth of Nvidia's AI-native startup ecosystem and increasing venture capital funding in AI as further evidence of continued demand.",
  "summary": "Other customer segments are growing faster than the cloud giants that once dominated Nvidia's sales.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}