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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
- 精选
AI networking & optics
由 InspectStocks 整理 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 股价，1 年
- +43.5%
- 营收，1 年
- +53.7%
+14A 14B 2C 1D 3
- 精选
AI chips & accelerators
由 InspectStocks 整理 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 股价，1 年
- +31.3%
- 营收，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.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 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
怎么赚钱
- Compute & Networking: data-center computing, networking, AI software, and automotive products92%
- Graphics: gaming and professional workstation graphics8%
各项收入占比是对three months ended July 26, 2026的估算，并非来自已提交报告的数字。
竞争对手
卖什么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.
再显示 3 项
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.
谁在买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.
再显示 3 项
- 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.
靠什么支撑，什么会击垮它
业务依赖什么
- 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.
可能出什么问题
- 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.
关于NVIDIA Corp.
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.
- 总部
- Santa Clara, California
- 成立于
- 1993
- 员工人数
- Approximately 42,000 (fiscal year 2026-end, high)
- 上市于
- Nasdaq
- 财年结束
- Last Sunday in January; fiscal year 2026 ended January 25, 2026
基于 NVIDIA Corp. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。