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 said China could win the AI race, later moderating that it’s only “nanoseconds behind” the U.S. due to cheaper energy and looser regulation.
- Huang lobbied against U.S. export curbs and urged continued engagement with Chinese developers, with NVIDIA striking revenue-sharing deals for existing chips.
- U.S. export restrictions on NVIDIA’s most advanced Blackwell chips and Chinese mandates favoring domestic AI chips have effectively cut NVIDIA’s market share in China.
- Beijing now requires state-funded data centers under 30% completion to drop foreign AI chips and use only domestic alternatives, with near-finished projects subject to individual review.
- President Trump stated the U.S. “will not let anybody have” NVIDIA’s top chips outside the U.S., underscoring geopolitical supply constraints.
- Alloy Enterprises unveils single-piece, leak-tight cold plates using its patented Stack Forging™ process to extend direct liquid cooling to DIMMs, NICs, QSFPs, and other peripherals across the server blade, addressing the emerging 100 kW heat bottleneck in next-gen 600 kW racks.
- The new plates support >40 W memory modules, 50 W per optical port for 800 G and 1.6 T QSFPs, and cool specialty ASICs with flux densities exceeding current GPUs, all within standard form factors and without bulky manifolds.
- Rated to 2,000 psi without deformation, the monolithic design eliminates brazed joints, boosts reliability, improves thermal resistance by over 35%, and reduces pumping power and energy use.
- A library of plug-and-play microgeometries enables component-specific heat extraction, and the DIMM solution’s serviceable design allows module replacement without draining the coolant loop.
- U.S. Department of Commerce approved export of advanced NVIDIA AI chips, including GB300 GPUs, to the UAE, allowing the shipment of 60,400 A100 chip equivalents.
- The license, the first this year under President Trump’s administration, was granted after Microsoft met strict cybersecurity, physical security, and safety standards.
- The approvals support Microsoft’s planned UAE investment, which rises from $7.3 billion (2023–25) to $7.9 billion (2026–29), with $5.5 billion earmarked for AI and cloud infrastructure.
- NVIDIA’s stock jumped over 3% in response to the news, reflecting investor optimism.
- This move aligns with a U.S.–UAE agreement to build a large AI data center in Abu Dhabi, part of broader Middle East AI competition strategy.
- AI workloads boost the semiconductor sector 62.7% vs. 21% for the S&P over six months as demand for training data and chip capacity surges
- Nvidia anticipates $3–4 trillion of investment will be required to build AI infrastructure over the next five years
- Innodata’s Q2 revenue jumped 79% YoY, its stock is up 89% YTD, and it expects $10 million from a key customer in H2 2025 vs. $200K last year
- Equipment suppliers like Lam Research (+117% in 2025) and ASML (critical EUV systems) stand to benefit from an estimated $1.5 trillion of fab spending 2024–2030, while FormFactor and Kulicke & Soffa face sluggish growth and margin pressure
- Nvidia becomes the first company to achieve a $5 trillion market valuation, driven by AI leadership and strong earnings since ChatGPT’s 2022 launch.
- The milestone fueled a broader rally among “Magnificent Seven” tech giants, highlighted by Microsoft’s acquisition of a 27% stake in OpenAI valued at ~$135 billion and Joby Aviation’s appointment as exclusive aviation partner for Nvidia’s IGX Thor AI platform.
- Federal Reserve Chair Jerome Powell’s caution that further interest rate cuts are not guaranteed briefly tempered market enthusiasm.
- Nvidia is leading rapid expansion in the open-source AI ecosystem with projects such as Nemotron, BioNeMo, Cosmos, Gr00t, and Canary series amid growing competition from Alibaba Cloud, Baidu, and Tencent.
- Samsung will build an AI megafactory deploying 50,000+ Nvidia GPUs to embed AI across its semiconductor manufacturing flow and create digital twins of fabs.
- The partnership will integrate Nvidia’s Omniverse, CUDA-X and cuLitho platforms to simulate workflows, train models, enable predictive maintenance and accelerate computational lithography (up to 20× performance gains).
- The deal expands a 25-year Samsung–Nvidia collaboration into foundry and manufacturing services and includes cooperation on next-generation HBM4 memory, which Samsung plans to market in 2026 and is in talks to supply Nvidia.
- News of the project boosted Samsung shares by over 4% following the announcement.
- NVIDIA and Hyundai Motor Group will co-develop core physical AI technologies for mobility solutions and smart factories, deploying 50,000 NVIDIA Blackwell GPUs with an approximately $3 billion investment to build Korea’s national physical AI cluster.
- The partnership will establish an NVIDIA AI Technology Center, Hyundai’s Physical AI Application Center and regional data centers to accelerate ecosystem development and nurture local AI talent in collaboration with the Korean government.
- Hyundai Motor Group will leverage NVIDIA DGX infrastructure for large-scale model training, NVIDIA Omniverse and Cosmos on RTX PRO Servers for factory digital twins, and DRIVE AGX Thor for real-time in-vehicle AI and robotics.
- The collaboration integrates AI model training, validation and deployment across in-vehicle AI, autonomous driving, factory automation and robotics into a unified ecosystem.
- Nvidia became the first public company to reach a $5 trillion market valuation, driven by surging demand for its AI GPUs and its transition to a central AI supplier.
- CEO Jensen Huang disclosed roughly 6 million Blackwell shipments over the past year, unveiled $500 billion in chip orders, and forecast $500 billion in combined Blackwell and Rubin sales through 2026.
- The company now represents nearly 9% of the S&P 500, and Huang’s stake is worth approximately $179.2 billion.
- U.S. export controls on high-end chips and upcoming U.S.-China negotiations pose potential risks to Nvidia’s China business.
- Nscale will deploy 300,000 NVIDIA Grace Blackwell GPUs globally, leveraging NVIDIA’s Cloud Partner architecture to support large-scale AI model training and deployment.
- The partnership integrates VAST Data’s AI Operating System and unified data layer to optimize performance and simplify data access across regions.
- Nscale’s infrastructure spans Europe and North America, including a 60 MW renewable energy-powered data center in Norway and a 1.3 GW capacity pipeline.
- The collaboration aims to create a fully vertically integrated, globally distributed AI cloud fabric for enterprises, enhancing scalability and sustainability of AI workloads.
- NVIDIA’s NVQLink will be integrated into IQM’s quantum computers to enable scalable quantum error correction, connecting quantum hardware with GPU-accelerated supercomputers for low-latency, high-throughput operations.
- The partnership leverages IQM’s Constellation quantum processor architecture, Zurich Instruments’ control systems, and NVIDIA accelerated computing to support hybrid workloads with real-time orchestration.
- As part of NVIDIA CUDA-Q, NVQLink provides an open, interoperable platform that seamlessly links logical qubits and classical compute resources, facilitating hybrid quantum-classical algorithms with real-time feedback.