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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
- 큐레이션
AI networking & optics
InspectStocks 제공 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 주가, 1년
- +43.5%
- 매출, 1년
- +53.7%
+14A 14B 2C 1D 3
- 큐레이션
AI chips & accelerators
InspectStocks 제공 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 주가, 1년
- +31.3%
- 매출, 1년
- +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.US$1.65TA+
MUMicron Technology, Inc.US$918.5BA+- AMDAdvanced Micro Devices, Inc.US$906.7BA+
TXNTexas Instruments Inc.US$283.2BA+- ARMARM Holdings plcUS$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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Compute & Networking: data-center computing, networking, AI software, and automotive products92%
- Graphics: gaming and professional workstation graphics8%
매출 비중은 three months ended July 26, 2026 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가6
- 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.
3개 더 보기
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Santa Clara, California
- 설립
- 1993
- 임직원 수
- Approximately 42,000 (fiscal year 2026-end, high)
- 상장 시장
- Nasdaq
- 회계연도 종료
- Last Sunday in January; fiscal year 2026 ended January 25, 2026
NVIDIA Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.