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NVIDIA NVDA
Fabless chip designer that became the main supplier of accelerated computing for artificial intelligence.
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What it does
Designs GPUs and full data-center systems (such as the Hopper and Blackwell platforms), plus high-speed networking and the CUDA software platform used by millions of developers. Chip manufacturing is outsourced, mainly to TSMC.
- Ticker
- NASDAQ:NVDA
- Headquarters
- Santa Clara, EUA
- Founded
- 1993
Evidence Radar
✓ Evidence
- The data-center segment now accounts for most of the company’s revenue.
- CUDA, launched in 2006, created a software ecosystem that is hard to replace.
- The Mellanox acquisition (2020) gave it a strong position in data-center networking.
◷ Promises
- Ship a new AI platform generation every year (Blackwell → Rubin roadmap).
- Bring AI to robotics and self-driving cars (Isaac and DRIVE platforms).
⚠ What could go wrong
- Concentration in a few large cloud customers.
- Export restrictions on chips to China.
- Customers’ in-house chips (Google TPU, Amazon Trainium) and competition from AMD.
Educational content. Not a recommendation to buy or sell any asset.