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The themes NVIDIA is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- キュレーション
AI networking & optics
InspectStocks 編集 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 株価、1 年
- +43.5%
- 売上、1 年
- +53.7%
+14A 14B 2C 1D 3
- キュレーション
AI chips & accelerators
InspectStocks 編集 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 株価、1 年
- +31.3%
- 売上、1 年
- +44.5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
- AVGOBroadcom Inc.$1.65TA+
MUMicron Technology, Inc.$918.5BA+- AMDAdvanced Micro Devices, Inc.$906.7BA+
TXNTexas Instruments Inc.$283.2BA+- ARMARM Holdings plc$216.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Compute & Networking: data-center computing, networking, AI software, and automotive products92%
- Graphics: gaming and professional workstation graphics8%
売上構成比はthree months ended July 26, 2026の推計であり、提出された報告書の数字ではありません。
競合
何を売っているか6
Data-center accelerated computing systems
Systems that combine GPUs, central processing units (CPUs), networking equipment, and software to run AI, data processing, scientific computing, and other demanding workloads.
NVIDIA AI Enterprise
Paid enterprise software for developing and running AI applications, including tools for adapting and deploying AI models.
GeForce RTX GPUs
Graphics chips for desktop and laptop computers used for video games, image creation, and some AI tasks.
さらに3件を表示
GeForce NOW
A cloud gaming service that lets people play supported games streamed over the internet.
NVIDIA RTX workstation GPUs
Graphics chips used by professionals working on design, engineering, and digital content such as visual effects.
NVIDIA DRIVE
Automotive computing hardware and software for developing and running driver-assistance and autonomous-driving features.
誰が買っているか6
- Cloud service providers and large data-center operators buy directly or through equipment makers and use NVIDIA systems to provide computing services.
- AI model developers buy or rent computing capacity, often through cloud providers, to train and run AI models.
- Original equipment manufacturers, original design manufacturers, distributors, and system integrators buy products or assemble them into equipment for other customers.
さらに3件を表示
- Businesses, startups, research organizations, and public-sector buyers use NVIDIA computing for AI, data processing, science, and other workloads.
- Gamers, streamers, and creators buy computers containing GeForce graphics products, often through computer makers or retailers.
- Automakers and automotive suppliers work with NVIDIA on in-car computing and driver-assistance or autonomous-driving systems.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1NVIDIA designs products but relies on outside companies for semiconductor fabrication, memory, packaging, assembly, and testing; its filings describe much of its supply chain as concentrated in Asia.
- 2Its products depend on software support, including its CUDA development tools and applications built by outside developers and partners.
- 3Many data-center customers need suitable land, power, buildings, and funding before they can install NVIDIA systems; the latest quarterly report says shortages or delays in these resources could postpone deployments.
うまくいかなくなる可能性
- 1Export controls and other government restrictions have limited sales of certain products to China; the company reported that it was effectively unable to compete in China's data-center computing market at the end of fiscal year 2026.
- 2A limited number of direct and indirect customers account for a significant amount of revenue, so changes in purchases by major customers or their cloud users could affect sales.
- 3NVIDIA relies on outside manufacturers and suppliers and makes long-term supply commitments; production delays, limited capacity, or inaccurate demand estimates can leave it short of products or with excess inventory.
NVIDIA Corp.について
NVIDIA makes graphics processing units (GPUs) and related systems and software for artificial intelligence (AI), data centers, games, professional design, and cars. Its data-center systems combine GPUs with other processors, networking equipment, and software to train and run AI programs and other computing workloads. On its latest earnings call, management described AI inference—using a trained model to produce answers—as adding to demand alongside model training.
- 本社
- Santa Clara, California
- 設立
- 1993
- 従業員数
- Approximately 42,000 (fiscal year 2026-end, high)
- 上場市場
- Nasdaq
- 決算期
- Last Sunday in January; fiscal year 2026 ended January 25, 2026
NVIDIA Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。