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.
You might also like
| 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. |
-
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?
-
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?
-
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?
-
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?
-
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.
- DDN and Yotta Data Services have deployed a multi-million-dollar EXAScaler AI400X3 system to support India’s sovereign AI initiative under the IndiaAI Mission.
- The installation powers 8,000 NVIDIA B200 GPUs within Yotta’s Petascale AI cloud, Shakti Cloud, creating one of Asia’s largest sovereign AI platforms.
- EXAScaler delivers high bandwidth, high IOPS, linear scalability, and secure multi-tenant capabilities for government, BFSI, and healthcare workloads.
- Aligned with Make in India, the project ensures data residency, lowers total cost of ownership, and strengthens India’s domestic AI supply chain.
- RedCloud Arabia, a joint venture with Kayanat headquartered in Riyadh (offices in Dammam and Jeddah), is slated to launch in Q4 2025.
- CEO Justin Floyd and JV partner Majid Alghaslan will attend GITEX 2025 in Dubai (Oct 13–17) to engage sponsors (including NVIDIA, AWS, Snowflake) and potential customers as the company advances its Middle East expansion.
- The RedAI platform addresses an estimated $2 trillion global FMCG inventory gap and targets the $568 billion Middle East FMCG market in 2025.
- In FY 2024, RedCloud generated $46.5 million in revenue (135% YoY growth) and processed $2.5 billion in TTV; in H1 2025 it expanded to 68,089 active retailers (up 110% YoY) and 1,017 distributors (up 136% YoY).
- The company completed a $20 million IPO on Nasdaq in March 2025, with analysts maintaining a “Strong Buy” rating and a $5.00 price target.
- In collaboration with NVIDIA, Power Integrations unveiled 1250 V and 1700 V PowiGaN HEMTs tailored for 800 VDC AI data centers, achieving over 98% efficiency in main power stages.
- A single 1250 V PowiGaN switch outperforms stacked 650 V GaN FETs and 1200 V SiC devices in both power density and efficiency, simplifying rack design and reducing copper usage.
- The InnoMux-2 EP IC integrates a 1700 V PowiGaN switch that handles 1000 V input and delivers >90.3% efficiency in 12 V auxiliary supplies within a liquid-cooled, fanless 800 VDC architecture.
- Power Integrations aims to accelerate the transition to megawatt-scale 800 VDC racks for AI workloads through its collaboration with NVIDIA.
- NVIDIA’s Spectrum-X Ethernet switches adopted by Meta and Oracle to scale AI data center performance—Meta integrates them into FBOSS for large AI model training; Oracle to build giga-scale AI supercomputers with NVIDIA’s Vera Rubin architecture.
- The Spectrum-X platform achieves 95% data throughput with advanced congestion control, adaptive routing, and AI-driven telemetry, tailored for AI workloads.
- New benchmarks show NVIDIA’s Blackwell GB200 GPUs deliver a 15-fold gain in inference throughput over the previous Hopper generation.
- NVIDIA is collaborating with Schneider Electric and Siemens on 800-volt DC power designs to reduce energy losses and support higher rack densities in future data centers.
- ABB and NVIDIA collaborate to develop 800 VDC power architecture for gigawatt-scale AI data centers to address growing AI workloads.
- The partnership leverages ABB’s expertise in DC and solid-state electronics, including the HiPerGuard MV UPS and SACE Infinitus circuit breaker.
- Data center demand is projected to rise from 80 GW in 2024 to 220 GW by 2030, with AI workloads expected to drive about 70% of this growth.
- InnoTek has been approved as a recommended vendor for Nvidia and IEIT Systems, enhancing its role in AI hardware production.
- Subsidiary Magix Mechatronics will begin precision machining of components for Nvidia products in Q4 FY2025.
- Sun Mansfield Manufacturing secured a project with IEIT Systems to produce metal casings and components for GPU servers starting October 2025.
- InnoTek is investing in advanced precision equipment to boost capacity and leverage its GPU sector experience.
- The US Commerce Department authorized export licenses for up to 500,000 advanced Nvidia AI chips annually to the UAE from 2025 through 2030 under a US-UAE AI agreement.
- The deal underpins UAE’s plans for AI infrastructure, including a 5-gigawatt AI campus and a joint AI and robotics lab with Abu Dhabi’s Technology Innovation Institute.
- Further shipments, initially excluding the UAE AI firm G42, are contingent on the UAE fulfilling investment commitments in the US.
- The agreement reflects a strategic US effort to strengthen Gulf partnerships and comes amid national security-driven export restrictions to China.
- CEO Jensen Huang said demand for computing power has surged over the last six months, calling it a new industrial revolution driven by evolving AI models.
- Nvidia has committed $100 billion to OpenAI’s mega data center, underscoring its focus on expanding AI infrastructure.
- Huang identified enterprise AI integration across finance, logistics, HR and customer service as a key growth driver.
- He noted competitive dynamics, with the US leading in some AI areas while China is ahead in energy infrastructure and open-source models.
- PubMatic’s multi-year collaboration with NVIDIA integrates L40S GPUs, Triton Inference Servers, and RAPIDS across its ad tech stack, delivering AI processing up to five times faster and reducing inference latency to 1 ms, resulting in 85% fewer auction timeouts.
- The upgraded infrastructure unlocks millions in previously lost ad spend, processes live campaign data twice as fast, and delivers insights 60% quicker, while cutting energy consumption by 30%.
- Enabled by NVIDIA’s accelerated computing, PubMatic launched AI-powered buyer and publisher platforms (May and September 2025), its Live Sports Marketplace for CTV, and the industry’s first open spec for agent-to-agent ad negotiation, boosting real-time automation and scalability.
- Schneider Electric unveiled new AI data center reference designs co-developed with NVIDIA, integrating power and liquid cooling management for faster infrastructure deployment.
- The designs support up to 142 kW per rack for NVIDIA GB300 NVL72 clusters and leverage NVIDIA Mission Control for seamless OT/IT interoperability.
- Offered in ANSI and IEC configurations, the solutions include CFD models and EcoStruxure IT Design tools for power/cooling simulation and optimization.
- Part of a longstanding collaboration, Schneider Electric and NVIDIA have developed nine AI reference designs to accelerate global data center AI adoption.