NVDA
NVIDIADesigns the GPUs and systems most AI models are trained and run on.
Next earnings: NVIDIA has not announced its next earnings date. Its last earnings release was filed with the SEC on August 26, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead. Last earnings release on EDGAR
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Designs graphics processors, the CUDA software that runs on them, and complete data-center systems including networking (Mellanox).
Its role in AI
Supplies the accelerators at the center of most AI training clusters, plus the interconnect and software stack around them.
02How much does AI matter to its business?
Core. AI demand is the main driver of the business today.
Why NVDA is rated core
Core. Data Center was $89.0 billion of $96.2 billion revenue in the quarter ended July 26, 2026 (92%), up 117% year over year, and hyperscale customers alone bought $48.7 billion of it. The Q3 outlook of $108.0 billion assumes no China data-center compute at all, so the rating does not depend on that market. Gaming and other lines are real but small next to the accelerator business.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Data Center revenue $89.0 billion, up 117% year over year and up 18% sequentially; total revenue $96.2 billion, up 106% year over year.Source · Q2 FY2027, quarter ended July 26, 2026
- Hyperscale customers accounted for $48.710 billion of the $89.023 billion Data Center revenue; shipments of Data Center Hopper products to China were less than 1% of Data Center revenue.Source · Q2 FY2027, quarter ended July 26, 2026
- Q3 FY2027 outlook: revenue $108.0 billion, plus or minus 2%; GAAP and non-GAAP gross margin 74.0%, plus or minus 50 basis points; assumes no Data Center compute revenue from China.Source · Guidance issued August 26, 2026 for quarter ending October 2026
- Total purchase and supply commitments rose from $119 billion last quarter to $279 billion, primarily related to procurement of memory.Source · Q2 FY2027, quarter ended July 26, 2026
Estimates
No third-party or editorial estimates are listed for NVDA. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Watch list
- Whether Q3 FY2027 revenue lands at the guided $108.0 billion plus or minus 2% with 74.0% gross margin source
- The Vera Rubin ramp, which management said would be introduced in Q3 FY2027 source
- Any change to the assumption of zero Data Center compute revenue from China, and the $279 billion supply commitment level as memory procurement grows source
Growth drivers
- Blackwell Ultra infrastructure drove Data Center growth in the quarter, with the Vera Rubin platform expected to be introduced in Q3 source
- CEO: 'AI has reached its inflection point... Now, compute is revenue. And demand is accelerating,' with Vera Rubin in full production at CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius source
- Sovereign AI build-outs (Korea with SK Telecom, NAVER, Brookfield; Japan national AI infrastructure) and a $500 billion AI infrastructure financing partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR source
Risks
- U.S. export controls on sales to China have effectively foreclosed NVIDIA from competing in that market and benefit competitors globally source
- Long manufacturing lead times combined with inaccurate demand forecasting have caused inventory provisions and supply-demand mismatches that may recur source
- Competitors with greater resources and in-house chip capabilities (including customers building their own silicon) pose growing threats to market share and pricing source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 min- 8-KCurrent report · items 8.012026-09-03documentfolder
- 10-QQuarterly report2026-08-26documentfolder
- 8-KEarnings release · items 2.02,9.012026-08-26documentfolder
- 8-KCurrent report · items 1.01,2.03,7.012026-08-17documentfolder
- 8-KCurrent report · items 5.022026-07-02documentfolder
- 8-KCurrent report · items 5.072026-06-30documentfolder
- 8-KCurrent report · items 8.01,9.012026-06-18documentfolder
- 10-QQuarterly report2026-05-20documentfolder
- 8-KEarnings release · items 2.02,9.012026-05-20documentfolder
- DEF 14AProxy statement2026-05-12documentfolder
- 8-KCurrent report · items 5.022026-05-08documentfolder
- 8-KCurrent report · items 5.022026-04-27documentfolder
Insider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Parker Nicholas P. EVP, Worldwide Field Ops | Grant / award · acquired | 160,418 | — | 2026-10-13 |
COXE TENCH Director | Gift · disposed | 500,000 | — | 2026-10-09 |
Teter Timothy S. EVP, General Counsel and Sec | Open-market sale · disposed | 30,460 | $222.80 | 2026-09-23 |
STEVENS MARK A Director | Open-market sale · disposed | 1,366,000 | $219.73 | 2026-09-22 |
GAWEL SCOTT Principal Accounting Officer | Tax withholding · disposed | 2,932 | $212.17 | 2026-09-18 |
Shoquist Debora EVP, Operations | Tax withholding · disposed | 35,008 | $212.17 | 2026-09-18 |
News
NVDA in plain answers
The questions readers ask about NVIDIA, answered from the company's own filings and this site's research. Each answer names its source.
What does NVIDIA (NVDA) supply to AI?+
Designs graphics processors, the CUDA software that runs on them, and complete data-center systems including networking (Mellanox). Supplies the accelerators at the center of most AI training clusters, plus the interconnect and software stack around them.
How much does AI matter to NVIDIA's business?+
AI exposure is rated core on this site: AI demand is the main driver of the business today. Reported by the company: Data Center revenue $89.0 billion, up 117% year over year and up 18% sequentially; total revenue $96.2 billion, up 106% year over year. Hyperscale customers accounted for $48.710 billion of the $89.023 billion Data Center revenue; shipments of Data Center Hopper products to China were less than 1% of Data Center revenue.
Company filing or releaseWhen is NVIDIA's next earnings date?+
NVIDIA has not announced its next earnings date. Its last earnings release was filed with the SEC on August 26, 2026 (Form 8-K, item 2.02); companies on this list usually announce the next date two to three weeks ahead.
Last earnings release on EDGARAre NVIDIA insiders buying or selling NVDA stock?+
In the latest Form 4 filings for NVDA there are 2 open-market sales, 4 other transactions (grants, option exercises, tax withholding); the most recent was filed on October 13, 2026 by Parker Nicholas P.. Every transaction links to the filing on SEC EDGAR below.
Most recent Form 4What should investors watch for NVDA?+
Whether Q3 FY2027 revenue lands at the guided $108.0 billion plus or minus 2% with 74.0% gross margin The Vera Rubin ramp, which management said would be introduced in Q3 FY2027 Any change to the assumption of zero Data Center compute revenue from China, and the $279 billion supply commitment level as memory procurement grows
SourceWhat are the main risks for NVIDIA?+
U.S. export controls on sales to China have effectively foreclosed NVIDIA from competing in that market and benefit competitors globally Long manufacturing lead times combined with inaccurate demand forecasting have caused inventory provisions and supply-demand mismatches that may recur Competitors with greater resources and in-house chip capabilities (including customers building their own silicon) pose growing threats to market share and pricing
Annual report, Item 1AWhich AI category is NVDA in?+
NVIDIA is listed under Chips & Compute and Networking (primary: Chips & Compute). Designs the GPUs and systems most AI models are trained and run on.
Related companies in Chips & Compute
Compare all →Also tagged: Networking
Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001045810)
- TradingView symbol page — full chart and data