Nvidia Corporation is an American multinational technology company headquartered in Santa Clara, California 4. The company develops graphics processing units, systems on chips, and application programming interfaces for data science, artificial intelligence, and high-performance computing 4. Recent financial reports indicate latest revenue of $216B and net income of $120B 1.
Summary drafted by AI only from the numbered sources. Claims without a source are removed.
Professional GPUs for edge computing and industrial applications 4
Tegra line of mobile processors for automotive infotainment and mobile devices 4
CUDA software platform and API for parallel computing 4
Shield Portable, Shield Tablet, Shield TV, and GeForce Now cloud gaming service 4
Business model. Nvidia generates revenue by designing and selling advanced graphics processing units, data center hardware, and software platforms tailored for gaming, professional visualization, and artificial intelligence applications [wp]. 4
Customers. Customers include video game players, enterprises deploying artificial intelligence models, automotive companies, and scientific research institutions [wp]. 4
Insider selling only: $1586M sold, no open-market buys in 12 months71 of 95 sales under 10b5-1 plans
Green flags · 4
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Revenue grew each of the last 4 fiscal years
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Net margin 56% in FY26
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No auditor change in 12 months
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No restatements or amended reports in 12 months
Checks: auditor change (8-K 4.01), non-reliance (4.02), impairments (2.06), listing notices (3.01), late filings (NT 10-K/Q), amended reports, going-concern and material-weakness language in the 10-K, insider buying vs selling (Form 4), revenue trend, margin and cash vs debt.
What changed · last 90 days
Filings · since 15 Aug 2026
27 filings in the last 90 days, including 15 insider Form 4 filings; insiders sold $967.6M.
Latest fiscal year from each company's annual reports. Peers: competitors named in cited sources plus companies with the same SIC industry code (3674).
Positioning: revenue growth vs. net margin
bubble size = revenue · tap a bubble
Why they compete
AM
AMD AI-SUGGESTEDCompetes directly in graphics processors, data center accelerators, and acquired former rival ATI Technologies.
IN
Intel AI-SUGGESTEDCompetes in PC processors, integrated graphics, and emerging discrete graphics and data center products.
QU
Qualcomm AI-SUGGESTEDCompetes in mobile processors and systems on chips for mobile and automotive platforms.
AP
Apple AI-SUGGESTEDDesigns custom silicon and system-on-chip hardware for its own ecosystem of devices.
GO
Google AI-SUGGESTEDDevelops custom tensor processing units for internal artificial intelligence workloads and cloud customers.
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Competitor list is AI-suggested from general knowledge; no cited source named these rivals.
In May, Nvidia claimed it was “the most efficient PC chip ever built,” and Nvidia now says it’s the fastest too: “it’s going to be a good 3-5x faster than any Windows SoC ever made,” the company told journalists. Our ear
NVIDIA (NVDA) has translated demand for its AI platform into rapid sales growth. NVIDIA can only sell the hardware its partners build, leaving the open risk for shareholders with component manufacturers. The company has
Nvidia CEO Jensen Huang says he would cut off chips to buyers building unsafe AI, while backing UK research into AI safety. Read more at straitstimes.com.
Apple’s (AAPL) market capitalization has crossed the $5 trillion threshold amid a sustained divergence in U.S. tech stocks, while Nvidia (NVDA) has pulled back on short-term market sentiment to a…
Item 1A grew from 126,178 to 122,473 characters (-3%). 10 statements are new, 10 no longer appear and 5 were reworded. Exact-text comparison of the two filings; quotes below are verbatim.
New in the latest 10-K
We invest in employee development through on-the-job trainings and tuition reimbursement programs.
Our compensation and benefits are designed to reward performance and align employee interests with those of our shareholders through equity participation and comprehensive health and financial wellness programs.
We also utilize employee listening systems to gather feedback and maintain an inclusive culture where hiring and promotions are based on merit.
Risk Factors Summary Risks Related to Our Industry and Markets • Failure to meet the evolving needs of our industry and markets may adversely impact our financial results.
Risks Related to Demand, Supply, and Manufacturing • Long manufacturing lead times and uncertain supply and capacity availability, combined with a failure to estimate customer demand accurately has led and could lead to mismatches between supply and demand.
No longer in the 10-K
Our goal is to integrate sound environmental, social, and corporate governance principles and practices into every aspect of the Company.
The Nominating and Corporate Governance Committee of our Board of Directors is responsible for reviewing and discussing with management our practices related to sustainability and corporate governance.
We assess our programs annually in consideration of stakeholder expectations, market trends, and business risks and opportunities.
The following section and the Human Capital Management Section below provide an overview of our principles and practices.
Risk Factors” for a discussion of risks and uncertainties we face related to sustainability.