NVIDIA is a leader in accelerated computing, initially focusing on PC graphics and expanding into various fields such as scientific computing, AI, data science, autonomous vehicles, robotics, and 3D internet applications . The company operates through two main segments: "Compute & Networking" and "Graphics" . NVIDIA's platforms address four major markets: Data Center, Gaming, Professional Visualization, and Automotive, with significant growth driven by the adoption of generative AI and accelerated computing .
- Compute & Networking - Develops and provides data center platforms and AI software, focusing on accelerated computing and generative AI applications.
- Graphics - Produces GPUs for gaming and professional visualization, enhancing visual experiences and computational capabilities.
- Data Center - Offers solutions for data-intensive applications, supporting AI, data science, and scientific computing needs.
- Gaming - Designs and manufactures GPUs and related technologies to enhance gaming experiences.
- Professional Visualization - Provides advanced graphics solutions for professionals in fields such as design, animation, and simulation.
- Automotive - Develops automotive solutions, including technologies for autonomous vehicles and advanced driver-assistance systems.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Jen-Hsun Huang ExecutiveBoard | President and CEO | None | Co-founder of NVIDIA in 1993, led the invention of the GPU, and has driven NVIDIA's leadership in AI and accelerated computing. | View Report → |
Ajay K. Puri Executive | EVP, Worldwide Field Operations | None | Joined NVIDIA in 2005, oversees global sales and field operations, with prior experience at Sun Microsystems and Hewlett-Packard. | View Report → |
Colette M. Kress Executive | EVP and CFO | None | Joined NVIDIA in 2013, previously held senior finance roles at Cisco and Microsoft, and oversees NVIDIA's financial strategy and operations. | View Report → |
Debora Shoquist Executive | EVP, Operations | None | Joined NVIDIA in 2007, oversees global operations, including manufacturing and supply chain, with prior leadership roles at JDS Uniphase and Coherent. | View Report → |
Timothy S. Teter Executive | EVP, General Counsel and Secretary | None | Joined NVIDIA in 2017, oversees legal matters and corporate governance, with prior experience as a partner at Cooley LLP. | View Report → |
A. Brooke Seawell Board | Director | Director at Tenable Holdings, Venture Partner at New Enterprise Associates | Joined NVIDIA's board in 1997, brings financial and operational expertise, with a background in venture capital and executive leadership. | |
Aarti Shah Board | Director | Director at Sandoz, Trustee at Northwestern Mutual, Trustee at SRLC USA | Joined NVIDIA's board in 2020, brings expertise in IT, cybersecurity, and digital health, with a background in data sciences and drug development. | |
Dawn Hudson Board | Director | Director at Interpublic Group and a private skincare company | Former CMO of the NFL and CEO of Pepsi-Cola North America, brings marketing and brand expertise to NVIDIA's board. | |
Ellen Ochoa Board | Director | None | Joined NVIDIA's board in 2024, brings expertise in science and technology, with a distinguished career as an astronaut and leader in aerospace. | |
Harvey C. Jones Board | Director | Managing Partner at Square Wave Ventures | Joined NVIDIA's board in 1993, brings expertise in semiconductor technologies and complex system design, with a background in private investments. | |
John O. Dabiri Board | Director | Centennial Professor at Caltech, Member of PCAST and SEAB, Trustee at Moore Foundation | Joined NVIDIA's board in 2020, brings expertise in engineering, energy, and advisory roles in science and technology. | |
Mark L. Perry Board | Director | Director at Global Blood Therapeutics | Joined NVIDIA's board in 2005, brings financial and legal expertise, with prior executive roles at Gilead Sciences and Aerovance. | |
Mark Stevens Board | Director | Managing Partner at S-Cubed Capital, Trustee at USC | Joined NVIDIA's board in 2008 (previously served 1993-2006), brings expertise in corporate strategy and financial analysis, with a background in venture capital. | |
Melissa B. Lora Board | Director | Director at Conagra Brands, Trustee at Northwestern Mutual | Joined NVIDIA's board in 2023, brings financial and governance expertise, with a background in senior leadership at Taco Bell Corp.. | |
Michael McCaffery Board | Director | Chairman at Makena Capital Management, Director at C3.ai | Joined NVIDIA's board in 2015, brings financial and investment expertise, with leadership roles in investment management and AI software. | |
Robert Burgess Board | Director | None | Joined NVIDIA's board in 2011, brings senior management and financial expertise, with decades of experience in the computer graphics industry. | |
Stephen C. Neal Board | Director | Chairman Emeritus and Senior Counsel at Cooley LLP | Joined NVIDIA's board in 2019, brings expertise in corporate governance and legal matters, with a background in law and board leadership. | |
Tench Coxe Board | Director | Director at Artisan Partners Asset Management Inc. | Joined NVIDIA's board in 1993, brings extensive experience in venture capital and IT investments, with a long tenure in the technology industry. |
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Given the 15% sequential decline in the networking business despite stating strong demand and multiple cloud design wins, can you unpack the underlying issues in the Networking segment, including any constraints or challenges with Spectrum-X's growth to multiple billions?
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With the debate around scaling large language models potentially stalling, how is NVIDIA assisting customers to overcome these scaling challenges, and is this situation driving even greater demand for Blackwell?
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Can you provide a detailed breakdown of the compute resources allocated to pretraining, reinforcement learning, and inference in AI workloads, and where do you see the most significant growth occurring among these segments?
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Historically, hardware deployment cycles have included periods of digestion; when do you anticipate this phase occurring for NVIDIA, and how many quarters of shipments are required to satisfy the initial demand for Blackwell, considering plans to grow into calendar '26?
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In light of reports about heating issues following the mass change earlier this year, can you address concerns regarding NVIDIA's ability to execute the roadmap as presented, including the upcoming releases of Ultra and the transition to Ruben in 2026?
Research analysts who have asked questions during NVIDIA earnings calls.
Joseph Moore
Morgan Stanley
5 questions for NVDA
Timothy Arcuri
UBS
5 questions for NVDA
Vivek Arya
Bank of America Corporation
5 questions for NVDA
Aaron Rakers
Wells Fargo
4 questions for NVDA
Benjamin Reitzes
Melius Research
3 questions for NVDA
Christopher Muse
Cantor Fitzgerald
3 questions for NVDA
Stacy Rasgon
Bernstein Research
3 questions for NVDA
Atif Malik
Citigroup Inc.
2 questions for NVDA
Ben Reitzes
Melius Research LLC
2 questions for NVDA
CJ Muse
Cantor Fitzgerald
2 questions for NVDA
Toshiya Hari
Goldman Sachs Group, Inc.
2 questions for NVDA
Harlan Sur
JPMorgan Chase & Co.
1 question for NVDA
Jake Wilhelm
Wells Fargo Securities, LLC
1 question for NVDA
Jim Schneider
Goldman Sachs
1 question for NVDA
Mark Lipacis
Evercore ISI
1 question for NVDA
Matthew Ramsay
TD Cowen
1 question for NVDA
Pierre Ferragu
New Street Research
1 question for NVDA
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
Supplies and licenses hardware and software for discrete and integrated GPUs, custom chips, and other accelerated computing solutions, including solutions offered for AI. | |
Huawei Technologies Co. Ltd. | Provides hardware and software for GPUs and CPUs, and incorporates accelerated or AI computing functionality as part of its internal solutions or platforms. |
Supplies hardware and software for GPUs, CPUs, and other accelerated computing solutions, and competes in the AI and high-performance computing markets. | |
Designs hardware and software incorporating accelerated or AI computing functionality as part of its internal solutions or platforms. | |
Develops internal hardware and software solutions with accelerated or AI computing functionality for its platforms. | |
Designs hardware and software incorporating accelerated or AI computing functionality as part of its internal solutions or platforms, and also supplies Arm-based CPUs. | |
Develops internal hardware and software solutions with accelerated or AI computing functionality for its platforms. | |
Designs hardware and software incorporating accelerated or AI computing functionality as part of its internal solutions or platforms, and also supplies Arm-based CPUs. | |
Supplies hardware and software for SoC products used in servers, automobiles, autonomous machines, and gaming devices. | |
Provides hardware and software for SoC products and networking products, including switches, network adapters, and cable solutions. | |
Supplies hardware and software for SoC products used in various applications, including servers and embedded systems. | |
Renesas Electronics Corporation | Provides hardware and software for SoC products used in servers, automobiles, and other applications. |
Samsung Electronics Co., Ltd. | Supplies hardware and software for SoC products and is involved in semiconductor manufacturing. |
Designs SoC products internally for its own products and services, such as autonomous vehicles. | |
Provides networking products, including switches, network adapters, and cable solutions. | |
Supplies networking products, including switches, network adapters, and cable solutions. | |
Provides networking products, including switches, network adapters, and cable solutions. | |
Supplies networking products, including optical modules and cable solutions. | |
Provides networking products, including switches, network adapters, and cable solutions. |
| Customer | Relationship | Segment | Details |
|---|---|---|---|
Direct Customer A | Direct customer that integrates or uses NVIDIA's products | Compute & Networking | Represents 12% of total revenue for Fiscal 2025 ($15.66B) |
Direct Customer B | Direct customer that integrates or uses NVIDIA's products | Compute & Networking | Represents 11% of total revenue for Fiscal 2025 ($14.35B) and 13% for 2024 |
Direct Customer C | Direct customer that integrates or uses NVIDIA's products | Compute & Networking | Represents 11% of total revenue for Fiscal 2025 ($14.35B) |
Indirect Customer (via B) | Indirect customer purchasing through system integrators | Compute & Networking | Estimated at 10% or more of total revenue for Fiscal 2025 (≥$13.05B) |
Recent press releases and 8-K filings for NVDA.
- NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman backed President Trump’s decision to raise the H-1B visa fee to $100,000, stressing its potential to attract top global talent for US tech innovation.
- The new policy requires employers to prepay the fee before filing petitions, pausing new applications for 12 months until payment is made, and is seen as both a challenge and an opportunity if streamlined.
- NVIDIA shares jumped 3.1% on the announcement, extending a 36% year-to-date gain, reflecting investor confidence in the company’s AI and talent strategy.
- Indian nationals comprised 71% of H-1B holders last year, with China at 11.7%, underscoring the demographic impact on US tech staffing.
- NVIDIA committed $100 billion to build AI data centers for OpenAI using its processors, reinforcing a long-term strategic partnership in AI infrastructure.
- Nvidia will invest up to $100 billion to deploy at least 10 gigawatts of AI computing power for OpenAI by 2026.
- The first gigawatt phase is slated for H2 2026 on Nvidia’s Vera Rubin supercomputing platform.
- The partnership makes Nvidia the preferred compute and networking partner for OpenAI, with co-optimized product roadmaps to fuel AI breakthroughs.
- This deal follows Nvidia’s recent $5 billion investment in Intel and highlights its broader AI infrastructure expansion strategy.
- Nvidia is in discussions to invest $500 million in UK autonomous-vehicle startup Wayve as part of its next funding round.
- Wayve’s upcoming Gen 3 self-driving platform will integrate NVIDIA DRIVE AGX Thor, leveraging the Blackwell GPU architecture for Level 3 and Level 4 autonomy.
- The startup’s ML-and-camera-sensor-based fleet-learning infrastructure, built on Microsoft Azure, has relied on Nvidia hardware since 2018.
- The deal aligns with Nvidia’s broader £2 billion UK AI commitment announced during President Trump’s 2025 UK state visit.
- Wayve and Uber plan to launch public-road trials of fully autonomous vehicles in London to develop scalable self-driving technology.
- NVIDIA and Intel unveiled a historic partnership to co-develop multiple generations of x86 CPUs for data centers and PC products, embedding Intel CPUs into NVIDIA’s NVLink ecosystem and creating Intel x86 SoCs with integrated NVIDIA GPU chiplets for next-generation PCs.
- Under the agreement, NVIDIA will become a major customer for Intel server CPUs—integrating them into NVLink-enabled rack-scale AI systems—while supplying GPU chiplets to Intel for consumer SoCs, leveraging Intel’s advanced packaging capabilities.
- The collaboration targets a combined addressable market of roughly US$25 billion in data center CPUs and 150 million laptops sold annually, opening substantial new growth avenues for both companies.
- NVIDIA also made an equity investment in Intel to align strategic interests and participate in the partnership’s expected upside.
- The deal follows approximately one year of joint architecture work, does not affect NVIDIA’s ongoing ARM roadmap, and involved no external government influence.
- $6.3 billion agreement for Nvidia to purchase unused cloud computing capacity from CoreWeave through April 2032, extending a prior April 2023 deal.
- Either party may terminate the contract with 30 days’ notice in case of breach or bankruptcy, providing mutual safeguards.
- Nvidia holds a 6.6% stake in CoreWeave, underscoring a deepening strategic and financial partnership.
- CoreWeave reported 107% yoy revenue growth to $1.2 billion in its latest quarter, while operating expenses quadrupled to $1.19 billion in FY 2025 Q2.
- Nvidia’s DGX Cloud service is now fully utilized and oversubscribed, with plans for further expansion.
- BofA raised Apple to Buy with a $260 target after the EU ruling preserved default Google search on iOS, avoiding a potential 10% earnings cut (half already factored in) and implying a ~5% stock gain.
- The ruling secures roughly $20 billion annually from Google, about 20% of Apple’s $100 billion services revenue, representing a 10–12% earnings risk if reversed.
- Apple gains leverage for annual renegotiations, enabling it to introduce AI search alternatives from Google, OpenAI or Anthropic into Siri and press for better terms.
- Apple plans to host AI models on its own servers—maintaining user privacy—and monetize via licensing deals or App Store revenue shares, diversifying its services ecosystem.
- NVIDIA affirmed it has ample inventory for H100, H200, and Blackwell series GPUs, debunking rumors of supply constraints.
- Clarified that sales of H20 chips do not impact availability of other GPU products.
- Despite the reassurance, NVIDIA’s stock dipped amid a broader semiconductor market downturn.
- Analyst consensus rates shares as Outperform with an average rating of 1.8, reflecting strong confidence in growth prospects.
- GuruFocus projects a fair value estimate of $310.96, implying an 84.96% upside from the current price.
- Jensen Huang stated the AI boom is far from over and projected up to $4 trillion in global spending on AI infrastructure by 2030.
- He aimed to reassure investors amid signs that data-center chip demand could be cooling off.
- The Nikkei 225 dropped over 2% to a three-week low amid a sell-off in chip and tech stocks, driven by Nvidia’s disappointing results.
- Chip-testing equipment maker Advantest plunged 9.1%, while AI-focused investor SoftBank Group fell 5.4%–6.3%.
- The Philadelphia Semiconductor Index in the U.S. fell more than 3% following Nvidia’s earnings miss and intensified competition from Alibaba’s new chip.
- Analysts cite month-end portfolio rebalancing and investor nerves amid global market uncertainties as factors exacerbating the declines.
- India signals it will not be taken for granted by the U.S. after facing 50% tariffs, deepening ties with China at the SCO summit.
- U.S. debate over allowing NVIDIA’s throttled Blackwell chips into China highlights risk of trading national security for market access, setting a dangerous precedent.
- China is committed to developing its own advanced semiconductors, reducing dependence on U.S. technology regardless of export decisions.
- Strategy recommended to redirect NVIDIA chips to U.S. allies (e.g., UAE, Africa) to outcompete Huawei in global markets.