Earnings summaries and quarterly performance for NVIDIA.
Executive leadership at NVIDIA.
Jen-Hsun Huang
Detailed
President and Chief Executive Officer
CEO
AK
Ajay K. Puri
Detailed
Executive Vice President, Worldwide Field Operations
CM
Colette M. Kress
Detailed
Executive Vice President and Chief Financial Officer
DS
Debora Shoquist
Detailed
Executive Vice President, Operations
TS
Timothy S. Teter
Detailed
Executive Vice President, General Counsel and Secretary
Board of directors at NVIDIA.
AB
A. Brooke Seawell
Detailed
Director
AS
Aarti Shah
Detailed
Director
DH
Dawn Hudson
Detailed
Director
HC
Harvey C. Jones
Detailed
Director
JO
John O. Dabiri
Detailed
Director
MA
Mark A. Stevens
Detailed
Director
MB
Melissa B. Lora
Detailed
Director
PS
Persis S. Drell
Detailed
Director
RK
Robert K. Burgess
Detailed
Director
SC
Stephen C. Neal
Detailed
Lead Independent Director
TC
Tench Coxe
Detailed
Director
Research analysts who have asked questions during NVIDIA earnings calls.
JM
Joseph Moore
Morgan Stanley
7 questions for NVDA
Also covers: ADI, AEVA, ALAB +22 more
Timothy Arcuri
UBS
7 questions for NVDA
Also covers: ADI, ALGM, AMAT +17 more
Aaron Rakers
Wells Fargo
6 questions for NVDA
Also covers: AAPL, AMD, ANET +19 more
VA
Vivek Arya
Bank of America Corporation
6 questions for NVDA
Also covers: ADI, ALGM, AMAT +23 more
BR
Ben Reitzes
Melius Research LLC
4 questions for NVDA
Also covers: AAPL, AMD, AMKR +9 more
CM
CJ Muse
Cantor Fitzgerald
4 questions for NVDA
Also covers: ADI, AMAT, AMD +13 more
SR
Stacy Rasgon
Bernstein Research
4 questions for NVDA
Also covers: ADI, AMAT, AMD +6 more
BR
Benjamin Reitzes
Melius Research
3 questions for NVDA
Also covers: AAPL, AMD, AMKR +7 more
CM
Christopher Muse
Cantor Fitzgerald
3 questions for NVDA
Also covers: ADI, AMAT, AMD +13 more
JS
Jim Schneider
Goldman Sachs
3 questions for NVDA
Also covers: ACN, ADI, AMT +23 more
AM
Atif Malik
Citigroup Inc.
2 questions for NVDA
Also covers: AAPL, ALAB, AMAT +11 more
TH
Toshiya Hari
Goldman Sachs Group, Inc.
2 questions for NVDA
Also covers: AMAT, AMD, AMKR +17 more
HS
Harlan Sur
JPMorgan Chase & Co.
1 question for NVDA
Also covers: ADI, ALAB, AMAT +15 more
Jake Wilhelm
Wells Fargo Securities, LLC
1 question for NVDA
Also covers: NTAP
Mark Lipacis
Evercore ISI
1 question for NVDA
Also covers: ALAB, ALGM, ARM +5 more
MR
Matthew Ramsay
TD Cowen
1 question for NVDA
Also covers: MRVL
PF
Pierre Ferragu
New Street Research
1 question for NVDA
Also covers: TSLA
SR
Stacey Raskin
Bernstein Research
1 question for NVDA
VA
Vivek Aria
Bank of America Securities
1 question for NVDA
Recent press releases and 8-K filings for NVDA.
Nvidia halts Intel 18A sampling and Intel shares fall
NVDA
New Projects/Investments
- Nvidia halted testing of Intel’s 18A process, triggering an approximate 5% pre-market decline in Intel shares to $34.65.
- Intel maintains its 18A node is progressing well, while positioning its more advanced 14A process as the primary option for external customers.
- Industry analysts highlight 18A’s optimization for internal, power-efficient designs (e.g., Panther Lake), whereas Nvidia has already secured N2 capacity at TSMC for comparable process classes.
- The prior $5 billion collaboration announced in September had propelled Intel shares up 23% in a single session, its largest one-day gain since 1987.
22 minutes ago
Nvidia contributes to S&P 500 record high
NVDA
- U.S. equities reached record highs after Commerce Department reported 4.3% annualized Q3 GDP growth, driven by robust consumer spending.
- Nvidia was the single largest contributor to the S&P 500’s gains, with Amazon, Alphabet and Broadcom each rising >1%.
- Stronger GDP data pushed shorter-dated Treasury yields higher and led markets to trim odds of a January Fed rate cut.
- Consumer confidence fell in December, highlighting unevenness beneath the headline rally.
- U.S. Trade Representative plans higher tariffs on Chinese semiconductor imports following a probe into “unreasonable” policies.
15 hours ago
NVIDIA flagged as undervalued by Bernstein
NVDA
Revenue Acceleration/Inflection
- Bernstein argues NVIDIA trades at a ~25x P/E and is 13% below the PHLX SOX—a discount exceeded on only 13 days in the past decade.
- Revenue grew 62% y/y, driven by data-center sales.
- 44 of 48 analysts maintain a “strong buy” rating, indicating broad bullish sentiment.
- Similar historical discounts by Bernstein corresponded to 150%+ one-year gains, suggesting a potential buying opportunity.
2 days ago
Nvidia plans H200 chip shipments to China
NVDA
M&A
Revenue Acceleration/Inflection
- Nvidia aims to start shipping its H200 AI chips to China before the Lunar New Year (mid-February), fulfilling initial orders from existing stock of 40,000–80,000 chips (5,000–10,000 modules).
- The company plans to open orders for new H200 production capacity in Q2 2026, subject to U.S. inter-agency license reviews and Chinese regulatory approval.
- These would be the first H200 shipments following Washington’s decision to allow sales with a 25% fee, though the timeline remains contingent on final government approvals.
- Nvidia’s shares rose as investors priced in the potential revenue upside from limited China exports amid lingering regulatory uncertainty.
- Nvidia also acquired SchedMD to integrate Slurm-based workload management into its broader AI infrastructure ecosystem.
2 days ago
Nvidia says cloud GPU demand sells out, boosts Q3 FY2026 earnings
NVDA
Earnings
Revenue Acceleration/Inflection
- U.S. stocks rallied as AI-driven tech names led gains, with Nvidia among the top performers amid strong AI capex momentum.
- Nvidia reported its fiscal Q3 2026 revenue up 63% YoY and diluted EPS up 67%, noting cloud GPUs are “sold out” due to strong demand.
- Analysts expect ongoing hyperscaler capital expenditures on AI computing power to drive growth for Nvidia, AMD and TSMC into 2026.
- Broader market moves were influenced by the BOJ’s rate hike to 0.75%, a Barclays upgrade of Cummins, and rising U.S. Treasury yields.
5 days ago
NVIDIA partner Ubitus receives METI subsidy for AI GPU center
NVDA
New Projects/Investments
- Ubitus was selected as the operator of METI’s “distributed GPU infrastructure” subsidy plan, securing 170 billion JPY to deploy NVIDIA’s latest Blackwell GPU Cloud across Japan.
- The funds will support the construction and expansion of NeoCloud, a next-generation AI computing center with a layered, scalable GPU architecture as its core.
- Under Japan’s GENIAC program, Ubitus is developing a 405 billion-parameter East Asian multilingual LLM, enabling advanced Japanese, Chinese, and English AI applications.
- Ubitus aims to leverage its distributed GPU infrastructure to accelerate AIGC services—including AI-generated imagery, avatar solutions, and VR content—and drive AI adoption in tourism, education, and healthcare.
6 days ago
Google Cloud and NVIDIA showcase AI partnership at Public Sector Summit
NVDA
- NVIDIA and Google Cloud detailed their 18-month collaboration to integrate NVIDIA Blackwell GPUs with Google Distributed Cloud, enabling air-gapped and on-premises use of Gemini for Government.
- The concept of an “AI factory” was highlighted, describing data input and token output processes as a triple exponential opportunity to drive intelligence and revenue via inference tokens.
- Practical applications include automated data retrieval and form processing: Gemini-powered data agents now handle 42% of U.S. mortgage transactions and enable rapid credit-card issuance through multimodal inference.
- For public-sector adoption, executives were urged to “start doing” rather than strategizing, launching AI pilots in weeks or months, and to personally use AI tools to champion organizational change.
6 days ago
NVIDIA and Google Cloud deepen AI partnership for public sector
NVDA
New Projects/Investments
- NVIDIA and Google Cloud deepened AI partnership to integrate Gemini on Blackwell GPUs, including on-prem and air-gapped deployments for government use.
- The collaboration optimizes hardware and software stacks (e.g., JAX, NVLink, NVIDIA Dynamo) to enhance performance and cost-efficiency for AI workloads.
- They highlighted AI as a new industrial revolution ("AI factory"), where generating tokens drives productivity and revenue, urging immediate adoption and hands-on use by leaders.
- Demonstrated use cases: AI agents for data access in government agencies and transaction automation (e.g., 42% of US mortgages processed via AI) significantly boost productivity.
6 days ago
NVIDIA and Google Cloud outline AI partnership and product launches
NVDA
Product Launch
- NVIDIA and Google Cloud highlighted their decade-long AI partnership, integrating NVIDIA’s hardware and software with Google’s Gemini models to optimize performance across the AI stack.
- Google Cloud announced availability of the Grace Blackwell 200/300 and RPU 600 GPU families on its platform, with optimizations like NVIDIA’s Dynamo for distributed inference in Vertex AI.
- The companies unveiled air-gapped, on-premises Gemini for Government deployments using Blackwell GPUs, addressing security and compliance needs for federal agencies.
- They emphasized the “AI factory” paradigm—transforming data into tokens for enterprise productivity—and urged agencies to start AI projects now, from simple form processing to agent-driven automation.
6 days ago
Ubitus secures METI support for JPY 17 billion AI GPU center
NVDA
New Projects/Investments
- Ubitus was selected as a recipient of Japan’s METI “中堅與中小企業大型成長投資補助金” subsidy program.
- The project involves an investment of JPY 17 billion to build NVIDIA’s latest Blackwell GPU Cloud across Japan.
- The initiative will establish a next-generation AI computing center (NeoCloud) focused on expanding regional distributed GPU infrastructure and enhancing competitive capabilities.
7 days ago
Quarterly earnings call transcripts for NVIDIA.
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