NVIDIA

What NVIDIA does

NVIDIA is a publicly traded (NASDAQ: NVDA) computing platform company headquartered in Santa Clara, California, founded in 1993 and currently valued at approximately $4.8–$5 trillion. Originally a graphics and gaming GPU company, it has transformed into the dominant full-stack AI computing platform, spanning GPU silicon (Blackwell, Hopper, Ada Lovelace, and Vera Rubin architectures), Grace/Vera Arm CPUs, NVLink/NVSwitch and InfiniBand/Spectrum-X networking, BlueField DPUs, and rack-scale systems (DGX, HGX, MGX, OVX, IGX). On top of this hardware, NVIDIA operates the CUDA parallel-computing platform and an integrated AI software stack (NeMo, NIM, Triton, TensorRT, RAPIDS, BioNeMo, Earth-2, Riva, Merlin, cuOpt, Omniverse, Cosmos, Nemotron, Dynamo), distributed via the NGC catalog and DGX Cloud.

The company monetizes through a mix of hardware sales (data-center accelerators that drove Q1 FY27 data-center revenue of $75.2 billion, up 92% year-over-year, plus GeForce gaming GPUs, DRIVE automotive platforms, RTX PRO workstations, and Jetson edge modules), recurring software subscriptions (NVIDIA AI Enterprise, Omniverse Enterprise, GeForce NOW cloud gaming), usage-based cloud services (DGX Cloud, build.nvidia.com APIs), and IP licensing. Customers span hyperscalers (AWS, Microsoft, Google, NAVER, SK Telecom, LG), automotive OEMs (Mercedes-Benz, BYD, Geely, Hyundai/Kia, Isuzu, Nissan), national labs and governments (Los Alamos, Jülich/JUPITER, GRNET/DAEDALUS, Vietnam), life-sciences companies (Eli Lilly, IQVIA's 19 of top 20 pharma platform), industrial/robotics players (Foxconn, Agility Robotics, Doosan, Schaeffler), and global consumer gamers. Sovereign-AI deployments now span ~40 countries, and Q1 FY27 net income grew over 200% YoY to $58 billion on $81.6 billion of revenue, with non-GAAP gross margins of approximately 75%.

NVIDIA has aggressively extended its moat through M&A — Run:ai ($700M, opened up source), SchedMD/Slurm, Gretel (>$320M, synthetic data), CentML, Illumex, VinBrain, and the $20 billion Groq inference-silicon acquisition — and through corporate venture activity via NVentures (e.g., $2B in Marvell, Neura Robotics Series C, KKR Helix fund). Capital returns are accelerating on the back of a $25 billion bond issuance, a 2,400% dividend increase, and a commitment to return 50%+ of free cash flow to shareholders.

Name

NVIDIA

Legal name

NVIDIA Corporation

Website

https://nvidia.com

Company type

Public

Founded year

1993

Operating status

Operating

Headcount range

5,001–10,000 employees

Short description

NVIDIA is a publicly traded full-stack AI computing platform company (founded 1993) that designs GPUs (Blackwell, Hopper, Vera Rubin), CPUs, networking, and rack-scale systems running the CUDA software stack, serving hyperscalers, automakers, governments, life-sciences firms, and consumers globally.

Ownership category

akta.pro rank

Product category

AI Computing Hardware (GPUs and Accelerated Systems)

NAICS

Computer and Peripheral Equipment Manufacturing (3341), Computer Terminal and Other Computer Peripheral Equipment Manufacturing (334118), Software Publishers (51321), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (5182)

SIC

Electronic Computers (3571), Services-Computer Programming Services (7371)

akta.pro primary industry

Graphics & Accelerator Cards (GPUs, compute accelerators) (HDACAGAA)

akta.pro secondary industries

Compute & Acceleration ICs (CPU/GPU/AI/FPGA/ASIC) (HDAHABAC), PC Components for Gaming (GPUs, CPUs, Motherboards, RAM, PSUs) (MPAFAGAD), Cloud Gaming Infrastructure & GPU Cloud Providers (IaaS/PaaS for gaming) (MPAFAHAC)

Keywords

• AI accelerators
• GPU computing platforms
• Data center systems
• Autonomous driving software
• Professional visualization

Headquarters

HQ city

Santa Clara

HQ country

United States

HQ region

North America

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Hardware or Manufacturing

Cost components

Supply Chain, Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Data Center / AI Compute Hardware: Sale of GPU accelerators, networking, and rack-scale systems (DGX, HGX, MGX, OVX) to hyperscalers, enterprises, and sovereign AI customers. Q1 fiscal 2027 data center revenue was $75.2 billion, up 92% year-over-year. Q4 fiscal 2026 revenue was $68.1 billion.
2. Gaming (GeForce): Sale of GeForce RTX GPUs, gaming laptops, SHIELD, and GeForce NOW subscriptions to consumers and gamers.
3. Professional Visualization: NVIDIA RTX PRO GPUs, NVIDIA RTX PRO Server, and workstation products for professional AI, graphics, rendering, and compute workloads.
4. Software and AI Enterprise (recurring): NVIDIA AI Enterprise software suite (NeMo, NIM, Triton, RAPIDS, Earth-2, CUDA-X, AI Enterprise), NVIDIA Mission Control, Base Command, Fleet Command, NGC Private Registry, Omniverse Enterprise — sold via subscription and enterprise licensing.
5. Cloud Services (DGX Cloud, APIs): DGX Cloud (NVIDIA's AI factory in the cloud) and NVIDIA APIs via build.nvidia.com; usage-based cloud consumption.
6. Automotive (DRIVE platform): DRIVE Hyperion, DRIVE AV, in-vehicle compute, and AV simulation/AI training infrastructure for automakers (Mercedes-Benz, BYD, Geely, Isuzu, Nissan, Hyundai/Kia).
7. GeForce NOW Cloud Gaming Subscriptions: Subscription-based RTX cloud gaming across 3 membership tiers.
8. Licensing and royalties (CUDA-X, DOCA, IP): Licensing of GPU IP, CUDA-X, DOCA microservices, and other platform IP; e.g., Mellanox-era IP licensing continued.

Pricing tiers

Go-to-market motion5 records

Core offering

NVIDIA designs and sells GPU accelerators, Arm-based CPUs, high-speed networking (NVLink, InfiniBand, Spectrum-X, BlueField DPUs), rack-scale systems (DGX, HGX, MGX, OVX, IGX), and a full AI software stack (CUDA, NVIDIA AI Enterprise, NeMo, NIM, Omniverse, DRIVE). It also sells consumer GeForce RTX graphics cards, SHIELD streaming devices, and GeForce NOW cloud gaming. Customers span hyperscalers, enterprises, sovereign AI initiatives, automotive OEMs, researchers, and gamers.

Product overview

NVIDIA operates a platform-plus-modules architecture that spans hardware systems, software platforms, and AI frameworks. The core hardware offerings include the DGX Platform (with DGX Cloud, DGX Spark, DGX Station, DGX SuperPOD, and DGX BasePOD), HGX, MGX, IGX, OVX systems, GeForce RTX GPUs, Jetson edge modules, and the Vera Rubin Platform. These are built on successive GPU architectures including Ada Lovelace, Hopper, Blackwell, and the forthcoming Rubin. Networking infrastructure includes Spectrum-X Ethernet, InfiniBand, NVLink, and BlueField DPUs. The software and AI stack layers on top via NVIDIA AI Enterprise, which encompasses the NVIDIA NGC catalog, NeMo, NIM, Dynamo, Cosmos, Isaac, Metropolis, Clara, Aerial, RAPIDS, Triton Inference Server, TensorRT, Riva, Merlin, cuOpt, BioNeMo, Nemotron, and Omniverse. Operational tools include AI Workbench, Mission Control, Run:ai, Nsight, Base Command, and Fleet Command, while the NVIDIA DSX Platform provides the data center reference design for AI factories. Safety and autonomous systems are addressed through Halos, DRIVE Hyperion, Alpamayo, and Project G-Assist. Developer and consumer-facing products include the NVIDIA App, Broadcast App, Studio, RTX Remix, DLSS, Reflex, GeForce NOW, and SHIELD TV.

Differentiator

Problem solved

Functional benefit

Brands

• GeForce: Consumer graphics cards, gaming laptops, RTX GPUs and related gaming/creator software (DLSS, Reflex, G-SYNC, GeForce NOW).
• NVIDIA DGX
• NVIDIA HGX
• NVIDIA MGX
• NVIDIA OVX
• NVIDIA IGX
• NVIDIA DRIVE
• NVIDIA Jetson
• NVIDIA RTX PRO
• NVIDIA AI Enterprise
• NVIDIA Isaac
• NVIDIA Omniverse
• NVIDIA Cosmos
• NVIDIA NeMo
• NVIDIA BioNeMo
• NVIDIA Metropolis
• NVIDIA Clara
• NVIDIA Aerial
• NVIDIA Earth-2
• NVIDIA Halos
• SHIELD
• NVentures
• Tegra

Products and services

• NVIDIA DGX Platform Flagship AI supercomputer platform purpose-built for deep learning and accelerated analytics, integrating NVIDIA GPUs, networking, and software into turnkey enterprise systems. Used by hyperscalers, enterprises, and sovereign AI customers for foundation model training and inference.
• NVIDIA DGX Cloud Fully managed cloud AI platform providing GPU-accelerated infrastructure for training and deploying AI models, with access to the NVIDIA AI Enterprise software stack. NVIDIA's AI factory in the cloud.
• NVIDIA DGX Spark Personal AI supercomputer (Grace Blackwell AI Supercomputer) for developers and researchers, providing desktop-scale access to the Grace Blackwell AI compute platform.
• NVIDIA DGX Station Desktop AI workstation delivering data-center-class deep learning performance for office environments, available with Windows or Linux.
• DGX SuperPOD Reference architecture for scalable AI infrastructure clusters, enabling organizations to deploy multi-node GPU supercomputers for large-scale AI workloads.
• HGX Platform GPU server platform reference architecture for hyperscale AI and HPC workloads, integrating multiple GPUs with high-bandwidth interconnects.
• MGX Platform Modular server platform reference architecture supporting diverse CPU and GPU configurations for mainstream enterprise and edge AI workloads.
• IGX Platform Edge AI compute platform designed for industrial and medical applications requiring real-time AI processing with functional safety.
• OVX Systems Server systems purpose-built for industrial-scale digital twins and Omniverse simulation workloads.
• Vera Rubin NVL72 Flagship rack-scale system integrating 72 Vera Rubin GPUs with NVLink interconnect fabric for large-scale AI training and inference workloads.
• GB200 NVL72 Rack-scale Blackwell GPU system integrating 72 GB200 Grace Blackwell Superchips with NVLink Switch fabric for trillion-parameter AI model training.
• GB300 NVL72 Next-generation Blackwell Ultra rack-scale system integrating 72 GB300 Grace Blackwell Ultra Superchips for large-scale AI training.
• NVIDIA Grace CPU Arm-based data center CPU designed for high-performance computing and AI workloads, used in Grace Hopper and Grace Blackwell superchips.
• NVIDIA Jetson Leading platform for autonomous machines and embedded applications, delivering GPU-accelerated computing for robotics, autonomous machines, and embedded AI.
• DRIVE AGX Automotive AI compute platform powering autonomous driving systems in production vehicles, integrating Xavier or Orin SoCs with safety-certified software.
• GeForce Graphics Cards Consumer and gaming GPU product line including the RTX 50 Series (Blackwell architecture), RTX PRO series, and legacy GeForce cards for gaming and content creation.
• GeForce NOW Cloud-based game streaming service with 3 membership tiers that allows users to play PC games on any device by streaming from NVIDIA-powered cloud GPUs.
• NVIDIA SHIELD TV Android TV streaming media player powered by Tegra processors, supporting 4K HDR streaming and cloud-based GeForce NOW gaming.
• NVIDIA RTX PRO Professional GPU product line for workstations and servers, including the RTX PRO 6000 Blackwell and RTX PRO Server for enterprise AI, graphics, rendering, and simulation workloads.
• Virtual GPU Software solution that virtualizes NVIDIA GPUs to deliver graphics and compute performance to virtual desktops and virtual workstations.
• NVIDIA BlueField DPUs Data processing units that offload networking, storage, and security functions from CPUs to accelerate data center infrastructure.
• Spectrum-X Ethernet Platform Ethernet networking platform purpose-built for AI workloads, providing high-performance, low-latency networking for GPU clusters and AI factories.
• InfiniBand High-bandwidth, low-latency interconnect technology for HPC and AI clusters, providing the networking fabric for supercomputers and AI training systems.
• NVIDIA AI Enterprise End-to-end, secure, cloud-native enterprise AI software platform providing production support, security, and stability for NVIDIA AI frameworks including NeMo, NIM, Triton, RAPIDS, and Earth-2.
• NVIDIA NeMo Framework for developing generative AI models including LLMs and multimodal models, providing tools for training, customization, and deployment with RAG and agentic capabilities.
• NVIDIA NIM Inference microservices platform providing production-grade, optimized AI model serving across cloud, data center, and edge environments with standard APIs.
• NVIDIA Omniverse Platform of industrial digital twins and 3D collaboration, enabling real-time simulation and physically accurate virtual worlds for design, engineering, and operations.
• DRIVE Hyperion Reference platform for autonomous vehicle development including sensors, compute, and software stack for L2+ through L5 autonomous driving implementations.
• NVIDIA Halos Industry's first full-stack safety system for physical AI and industrial robots, unifying IGX for AI and functional safety, Halos OS, and the Halos AI Systems Inspection Lab.
• NVIDIA DSX Platform AI factory-scale platform unifying design, simulation, operations, and ecosystem technologies; includes DSX Reference Design, DSX Sim, DSX OS, DSX MaxLPS, DSX Flex, and DSX Exchange; co-designed with OEMs to deliver lowest token cost.
• Project G-Assist On-device AI assistant for GeForce RTX PCs using a Llama-based 8B-parameter Instruct model that runs locally, with plug-ins for Stream Deck, Corsair iCUE, G-SYNC, Discord, Twitch, Spotify, and mod.io.
• NVIDIA Cosmos Platform of multimodal foundation models for Physical AI, including the Cosmos 3 OmniModel — open foundation model for physical AI combining reasoning, simulation, and action generation for robots, autonomous vehicles, and vision AI agents.
• NVIDIA Isaac Robotics platform providing AI, simulation, and manipulation tools for developing, training, and deploying autonomous robots across industries.
• NVIDIA Clara Healthcare AI platform providing GPU-accelerated frameworks and models for medical imaging, genomics, and clinical workflow applications.
• NVIDIA BioNeMo AI framework for computational biology and chemistry, providing foundation models for protein structure prediction, molecular generation, and drug discovery workflows.
• NVIDIA Earth-2 Platform for high-resolution climate and weather simulation using GPU-accelerated AI models, enabling interactive Earth-scale digital twins for weather prediction.
• NVIDIA Aerial Telecommunications platform providing GPU-accelerated 5G vRAN and AI-on-5G capabilities for telecom operators and edge computing deployments.
• NVIDIA Metropolis Intelligent video analytics platform providing AI tools and frameworks for building smart city, retail, industrial inspection, and traffic monitoring applications.
• NVIDIA NGC GPU-optimized software hub providing a catalog of pre-trained AI models, SDKs, Helm charts, and containers for AI development and deployment workflows.
• NVIDIA APIs (build.nvidia.com) Production-grade APIs at build.nvidia.com enabling developers to explore, test, and deploy AI models and agents from the NVIDIA AI model catalog.
• NVIDIA Broadcast App AI-powered broadcasting application providing noise removal, virtual backgrounds, and auto-frame features for streamers, content creators, and video conferencing.

Quantifiable outcome

• 81% (400+) of the world's top 500 fastest supercomputers run on NVIDIA chips
• +9 more outcomes

Named customers26 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration23 records

AI capability17 records

Feature14 records

Partnerships

43 partnerships are on record, tiered major, flagship and minor.

• Conapto (Swedish data center operator)majorChannel Partner/ Reseller/ Distributor · 1 June 2026CoreWeave co-location agreement with Conapto establishes two campuses in Stockholm, Sweden, leveraging NVIDIA Blackwell architecture and Quantum-X800 InfiniBand technology powered entirely by renewable energy. Brings CoreWeave's European data center count to 8 sites.
• LG Group (Physical AI cooperation)flagshipStrategic or Co-development Partner · 1 June 2026A roughly 30-member LG delegation held high-level talks at NVIDIA's Santa Clara HQ indicating concrete progress on AI infrastructure, robotics, and 'Physical AI' cooperation. LG Electronics, LG Energy Solution, LG Uplus, and LG CNS designated as partners for scalable AI factories based on NVIDIA's DSX platform.
• Argentum AI (infrastructure startup)majorChannel Partner/ Reseller/ Distributor · 1 June 2026Argentum AI, backed by Supermicro, has signed approximately $7.8 billion (potentially exceeding $10B) in agreements for deploying around 47,000 Nvidia GB300 GPUs across a 300-megawatt AI datacenter buildout.
• Corning Inc.majorStrategic or Co-development Partner · 1 June 2026Corning and NVIDIA partnership to expand U.S. optical connectivity manufacturing capacity by 10x. Corning also announced a multiyear, multibillion-dollar agreement with Amazon to supply optical fiber for U.S. data centers.
• FortinetmajorTechnology or Integration · 1 June 2026FortiAIGate partnership integrating with NVIDIA AI platforms for enhanced data center and cloud security. Fortinet also launched FortiSOC, a cloud-based security operations platform with AI capabilities.
• Hewlett Packard Enterprise (HPE)flagshipStrategic or Co-development Partner · 1 June 2026HPE launched new private AI solutions for on-premises LLM training and deployment, combining specialized hardware built around NVIDIA GPUs with integrated software and reference architectures. Supports PyTorch and TensorFlow with pre-configured scalable racks.
• Lenovo, Intel, Red Hat, CanonicalflagshipStrategic or Co-development Partner · 1 June 2026Lenovo expanded its Hybrid AI Advantage™ portfolio with new inference-optimized platforms and agentic AI capabilities through collaboration with NVIDIA, Intel, Red Hat, and Canonical. Co-development with NVIDIA NemoClaw helps enterprises automate routine operations.
• DataRobot (Agent Workforce Platform)majorTechnology or Integration · 1 June 2026DataRobot launched its Agent Workforce Platform, co-engineered with NVIDIA, designed to help enterprises build, deploy, and govern agentic AI workflows across cloud, hybrid, on-premises, and air-gapped environments.
• Amazon Web Services (Corning data centers)flagshipStrategic or Co-development Partner · 1 June 2026Corning announced a multiyear, multibillion-dollar agreement with Amazon to supply optical fiber for U.S. data centers (linked to NVIDIA's optical connectivity manufacturing capacity partnership).
• Eco Wave PowerminorStrategic or Co-development Partner · 1 June 2026NVIDIA featured Eco Wave Power in a corporate blog showcasing AI-powered wave energy technology that uses NVIDIA AI infrastructure and digital twins. Eco Wave operates projects in Jaffa Port, Israel (with EDF Power Solutions) and Port of Los Angeles (with AltaSea and Shell), with new projects in Portugal, Taiwan, and India.
• BlackBerry (QNX division)majorStrategic or Co-development Partner · 1 April 2026BlackBerry announced a collaboration in April to integrate QNX into NVIDIA's AI platforms. QNX platform selected by Chinese EV maker Leapmotor; naval defense collaboration with TKMS for Canada's submarine program.
• Illumex (Israeli Generative Semantic Fabric startup)flagshipStrategic or Co-development Partner · 1 February 2026NVIDIA acquired Illumex for approximately $60 million in February 2026. Illumex's Generative Semantic Fabric platform helps enterprises unify data silos and add semantic business context for AI agent workflows, reducing total cost of operations by up to 80%. The team joined NVIDIA's development center in Israel to accelerate Agentic AI adoption.
• SchedMD (Slurm open-source workload manager)flagshipStrategic or Co-development Partner · 1 December 2025NVIDIA acquired SchedMD in December 2025, the developer of the open-source Slurm workload management software used by approximately 60% of supercomputers worldwide. The acquisition strengthens NVIDIA's influence over AI workload scheduling and supports deeper integration with its AI software stack.
• CentML (Canadian AI optimization startup)majorStrategic or Co-development Partner · 1 June 2025NVIDIA acquired Canadian AI startup CentML in June 2025, including its technology, employees (at least 15 engineers and three co-founders), and customers. CentML's AI-optimization software ceased operations as of July 17, 2025, with the team joining NVIDIA.
• Gretel (synthetic AI training data startup)majorStrategic or Co-development Partner · 1 March 2025NVIDIA acquired Gretel, a synthetic data startup founded in 2019, for a nine-figure sum exceeding $320 million. Gretel's approximately 80 employees and technology were integrated into NVIDIA's suite of generative AI services.
• VinBrain (Vietnamese healthcare AI startup)majorStrategic or Co-development Partner · 1 December 2024NVIDIA acquired VinBrain, a Vietnam-based AI healthcare company owned by Vingroup, in December 2024 alongside an agreement to establish AI research and data centers in Vietnam. NVIDIA aims to build AI infrastructure, foster local AI talent, and support startup growth in Vietnam.
• Run:ai (Israeli GPU orchestration startup)flagshipStrategic or Co-development Partner · 1 April 2024NVIDIA acquired Israeli startup Run:ai for approximately $700 million (one source says $800 million) in December 2024 after European Commission unconditional approval. Run:ai provides GPU orchestration software for AI workloads, enabling efficient cluster resource utilization across shared accelerated computing infrastructure. NVIDIA announced plans to open-source the software to extend support across the AI ecosystem.
• Animatico (ETH spinoff, AI avatar technology)minorStrategic or Co-development Partner · 1 May 2022NVIDIA acquired Animatico, an ETH spinoff specializing in AI characters and avatar technology, in May 2022. Deal was confirmed by Animatico's CEO with some employees transitioning to NVIDIA; details remained undisclosed.
• Bright Computing (HPC management software)majorStrategic or Co-development Partner · 1 January 2022NVIDIA acquired Bright Computing, an HPC software company based in Amsterdam, for an undisclosed amount in January 2022. Bright's customers include Boeing, NASA, Johns Hopkins University, and Siemens. Acquisition expands NVIDIA's HPC capabilities and reach into enterprise and industrial markets.
• Mellanox (Israeli networking)flagshipStrategic or Co-development PartnerNVIDIA acquired Mellanox (Israeli networking technology company), with CEO Jensen Huang crediting the acquisition as a key factor in NVIDIA's success in AI infrastructure and networking.
• TSMC (Taiwan Semiconductor Manufacturing Company)flagshipStrategic or Co-development PartnerNVIDIA and TSMC bring AI into fabs to advance semiconductor design and manufacturing — TSMC uses NVIDIA accelerated computing and AI across its chipmaking operations. Industry adoptions include Applied Materials, Samsung, Synopsys, and TSMC.
• SK HynixflagshipStrategic or Co-development PartnerNVIDIA and SK Hynix announced a multi-year technology partnership to support next-generation memory development and help scale AI factories worldwide. SK Hynix is a primary HBM3E supplier for NVIDIA AI chips.
• Coherent Corp.flagshipStrategic or Co-development PartnerCoherent and NVIDIA reindustrialize the US with a Texas factory expansion. Coherent's expanded fab advances 6-inch InP photonics to power the nation's next industrial chapter; partnership is part of a multi-billion-dollar investment in U.S. optical connectivity manufacturing (10x expansion).
• LG Group (LG Electronics, LG Energy Solution, LG Uplus, LG CNS)flagshipStrategic or Co-development PartnerNVIDIA and LG Group to advance physical AI, mobility, and AI infrastructure. A roughly 30-member LG delegation held high-level talks at NVIDIA's Santa Clara HQ; LG Electronics, LG Energy Solution, LG Uplus, and LG CNS designated as partners for scalable AI factories based on NVIDIA DSX platform.
• Doosan Group (Doosan Robotics)majorStrategic or Co-development PartnerNVIDIA and Doosan Group to advance physical AI and AI factories, exploring robotics, power solutions, and electronics materials for next-generation data centers. Doosan Robotics is among the first partners to integrate NVIDIA Halos and IGX Thor for safe human-robot collaboration.
• Mercedes-BenzflagshipStrategic or Co-development PartnerMercedes-Benz CLA earned top Euro NCAP safety award with NVIDIA DRIVE AV software and Halos architecture. New S-Class built on NVIDIA DRIVE AV will support future Uber robotaxi operations; DRIVE AV software debuts in all-new Mercedes-Benz CLA (Level 2++ entering U.S. production).
• Hyundai / KiaflagshipStrategic or Co-development PartnerHyundai Motor Group is integrating NVIDIA DRIVE Hyperion and AI into its software-defined vehicles for next-gen autonomous driving.
• BYD, Geely, Isuzu, NissanflagshipOEM/ Whitelabel/ Licensing PartnerLeading automakers adopt NVIDIA DRIVE Hyperion for L4 vehicles, building on the NVIDIA end-to-end autonomous vehicle platform.
• MicrosoftflagshipStrategic or Co-development PartnerNVIDIA and Microsoft offer unified stack for Agentic AI deployment, bringing agentic AI to every developer from Windows to Azure and local deployments. Partnership also includes NVIDIA RTX Spark PCs with Microsoft Windows.
• Google DeepMindflagshipStrategic or Co-development PartnerNVIDIA RTX AI Garage accelerates Google DeepMind's DiffusionGemma for local AI. The new DiffusionGemma open model generates text in parallel and is optimized to run on NVIDIA RTX PRO, DGX Spark systems, and GeForce RTX GPUs.
• AdobeflagshipStrategic or Co-development PartnerAdobe and NVIDIA announce strategic collaboration to deliver the next generation of Adobe Firefly models and agentic workflows.
• Amazon Web Services (AWS)flagshipStrategic or Co-development PartnerAWS launched Amazon EC2 G7 instances as the first major cloud service featuring NVIDIA RTX PRO 4500 Blackwell GPUs, delivering 4.6x AI inference improvement over G6. AWS announced $200 billion in 2026 AI infrastructure investment across 39 regions and 123 availability zones.
• NAVERflagshipStrategic or Co-development PartnerNAVER expands AI infrastructure to serve surging global AI demand; will build NVIDIA DSX-based AI factories to power sovereign AI models, agents, and physical AI.
• SK TelecomflagshipStrategic or Co-development PartnerSK Telecom and NVIDIA build AI infrastructure in Korea — Korea's leading telco is adding NVIDIA-powered AI cloud capacity to accelerate AI innovation.
• Foxconn, Roboflow, DeepHow, PegatronmajorStrategic or Co-development PartnerAdopters of NVIDIA Factory Operations Blueprint (FOX) for factory manager agents that orchestrate and optimize fleets of industrial AI agents.
• Agility Robotics (humanoid robot maker)flagshipStrategic or Co-development PartnerAgility Robotics is going public via a SPAC merger with Churchill Capital Corp XI at a $2.5B pre-money valuation, backed by NVIDIA and Amazon. Agility will be the first company to integrate IGX Thor and Halos Core into its humanoid robot Digit; deploying Digit v5 across Amazon, Toyota, GXO, Schaeffler, and Mercado Libre.
• Los Alamos National LaboratoryflagshipStrategic or Co-development PartnerSupercomputers with Vera CPUs will help advance materials simulation, scientific AI agents, and molecular design at Los Alamos National Laboratory.
• IREN (Iris Energy)flagshipStrategic or Co-development PartnerNVIDIA and IREN announced a strategic partnership to accelerate deployment of up to five gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN's global data center pipeline over time.
• Jülich (JUPITER exascale supercomputer)flagshipStrategic or Co-development PartnerEurope's first exascale supercomputer, JUPITER, runs on NVIDIA Grace Hopper to map the brain, model climate, and lay the AI groundwork for 6G networks.
• L&T Technology Services (LTTS)majorImplementation/ SI/ Consulting PartnerLTTS, which reported $1.22 billion in revenue and holds 235+ AI-related patents, has previously partnered with NVIDIA to develop AI-driven solutions for precision care and engineering applications. Larsen & Toubro incorporated a new unit for data center and related technology services.
• Vietnamese governmentmajorStrategic or Co-development PartnerNVIDIA signed an agreement with the Vietnamese government to establish an AI research and development center and data center in Vietnam, alongside the VinBrain acquisition. Initiative supports Vietnam's AI development, digital infrastructure, and clean energy initiatives.
• Eli LillyflagshipStrategic or Co-development PartnerEli Lilly partnered with NVIDIA to build a supercomputer for drug discovery, potentially cutting the typical 3-6 year discovery phase by 1-2 years.
• IQVIAflagshipStrategic or Co-development PartnerIQVIA launched an AI platform in partnership with NVIDIA to help pharmaceutical companies accelerate drug development; 19 of the world's 20 largest pharma companies use the platform.

Scale indicators18 records

Recent moves9 records

Expansion highlights11 records

Direct peers

• Advanced Micro Devices (AMD): AMD competes directly with NVIDIA in data center AI accelerators (Instinct MI300/MI325 series) and consumer GPUs (Radeon), making it NVIDIA's closest head-to-head competitor across both gaming and AI compute.
• Intel Corporation: Intel competes with NVIDIA in data center CPUs and accelerators (Gaudi, Xeon, Core Ultra), and historically in integrated/discrete GPUs, making it a broad competitor across NVIDIA's data center and edge portfolios.

Emerging players

• Broadcom: Broadcom co-designs custom AI accelerators (XPUs) and networking ASICs with hyperscalers like Google and Meta, increasingly competing with NVIDIA for AI training/inference silicon at the largest customers.
• Marvell Technology: Marvell designs custom AI silicon and data center connectivity chips for hyperscalers, positioning it as a direct competitor for custom accelerator workloads. Notably, NVIDIA invested $2B in Marvell in March 2026.
• Cerebras Systems: Cerebras builds wafer-scale AI accelerators (CS-3, WSE) targeting large-scale training and inference workloads, positioning itself as a higher-performance alternative to NVIDIA GPUs for select hyperscale and enterprise customers.
• SambaNova Systems: SambaNova develops dataflow-based AI accelerators (RDU) for enterprise and government AI deployments, offering an alternative to NVIDIA GPUs with integrated software stacks for LLM and multimodal workloads.
• Tenstorrent: Tenstorrent designs RISC-V-based AI accelerators (Wormhole, Blackhole) and was reportedly backed by NVIDIA's CEO; it targets both training and inference as an open alternative to NVIDIA's closed CUDA ecosystem.

Broad incumbents

• Qualcomm: Qualcomm competes with NVIDIA's edge AI portfolio (Jetson, IGX) in automotive, mobile, and IoT inference through its Snapdragon and AI Engine platforms, overlapping with NVIDIA DRIVE and autonomous-machine strategies.

Others

• Microsoft (Azure Maia): Microsoft is both NVIDIA's largest customer and an emerging competitor through its custom Azure Maia AI accelerator; the partnership coexists with Microsoft's own internal silicon program aimed at reducing NVIDIA dependence.
• Amazon Web Services (Trainium / Inferentia): AWS is simultaneously a major NVIDIA customer (EC2 GPU instances, $200B 2026 AI infrastructure plan) and a competitor through its in-house Trainium (training) and Inferentia (inference) chips targeting cost-optimized AI workloads.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat9 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/nvidia
• GitHubgithub.com/NVIDIA
• YouTubeyoutube.com/channel/UCL-g3eGJi1omSDSz48AML-g
• Facebookfacebook.com/NVIDIA.AP
• LinkedInlinkedin.com/company/nvidia
• Instagraminstagram.com/nvidiageforce
• TikToktiktok.com/@nvidiageforce

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries15 records

Funding overview

Funding rounds8 records

Investors7 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A43 records

Investments283 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about NVIDIA