Company profile · Semiconductors & AI computing

NVIDIA

The dominant supplier of accelerated computing for AI training and inference, and increasingly a platform company spanning chips, networking, software and robotics.

Overview

NVIDIA designs GPUs and full-stack accelerated computing systems. Its CUDA software ecosystem and data centre platforms sit at the centre of the AI infrastructure build-out, and its robotics and simulation tooling position it in physical AI.

Products

Data centre GPUs and rack-scale systems
CUDA software platform
Networking (NVLink, InfiniBand, Ethernet)
Omniverse simulation
Robotics and autonomous vehicle platforms

AI activity

Supplies the majority of accelerators used in frontier AI training. Expanding into inference-optimised systems, sovereign AI programmes and robot foundation models.

Market position

Market leader in AI accelerators with a deep software moat. Key watch items: custom silicon from hyperscalers, power constraints on deployment, and the shift from training to inference demand.

Technology

Humanoid Robots

General-purpose machines built for human environments.

Humanoid robots are bipedal or human-form machines designed to operate in spaces built for people, using general-purpose AI models to perform varied tasks without task-specific programming.

Physical AI

Intelligence that perceives and acts in the physical world.

Physical AI refers to AI systems embodied in machines that sense their environment, reason about it and take physical actions: robots, autonomous vehicles, drones and industrial equipment driven by foundation models.

AI Data Centers

Where capital becomes compute.

AI data centres are purpose-built facilities that house dense clusters of accelerators, with power, cooling and networking designed for training and serving large models.

Sources & references

01NVIDIA investor relations — NVIDIAcompany
02NVIDIA investor relations — NVIDIAcompany
03NVIDIA investor relations — NVIDIAcompany
04NVIDIA investor relations — NVIDIAcompany
05NVIDIA investor relations — NVIDIAcompany
06NVIDIA investor relations — NVIDIAcompany

Latest news & analysis

Tech

Amazon Takes a Stake in Its Next Chip Supplier

Qualcomm announced a multi-generation collaboration with Amazon on custom AI inference silicon and 1.6T optical connectivity on 8 September 2026. An SEC filing shows Amazon received a warrant for up to 25 million Qualcomm shares at $161.26, vesting in tranches tied to commercial arrangements and purchases up to a $60 billion cap.

14 September 20265 min read

Tech

The Chip Industry Agrees to Change a Forty-Year-Old Standard

High-NA EUV's optics halve the exposure field, forcing large AI dies to be stitched from two exposures at a heavy throughput cost. On 8 September 2026 the leading-edge industry aligned on a move to 12-inch masks, with TSMC targeting High-NA in high-volume manufacturing from 2030 and Samsung planning High-NA for DRAM by 2028.

14 September 20266 min read

Business

The AI IPO Race Has One Runner Left This Year

Reuters reports Anthropic will begin marketing its IPO in mid-October at the earliest, completing days before the US midterms, after finalising a $15 billion revolving credit facility and holding talks with Nvidia about an anchor investment of up to $10 billion. OpenAI's chief executive told Fortune that 'right now would be an ill-advised moment to go public'.

14 September 20266 min read

Business

The Licence-and-Hire Playbook Meets the Justice Department

The US Justice Department is investigating whether Nvidia's December 2025 licensing deal with Groq, in which Groq's founder and executives joined Nvidia while the company stayed nominally independent, was structured to evade antitrust scrutiny, according to the New York Times, Reuters and Bloomberg. Two senators had already called the deal an evasion in March.

14 September 20266 min read

Open Weights Just Got Bought

In one summer, the largest open-weight models ever released arrived from Moonshot, DeepSeek and Alibaba, and the two platforms through which developers find and route them were acquired by NVIDIA and Stripe. Open weights are strategic infrastructure, and the strategy now has owners.

13 September 20267 min read

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