Silicon · Starter · Team Nvidia

Nvidia

Sells AI chips, networking and software as complete racks.

93OVRSuperstarDraft · rated on 5 of 6

Ratings

Nvidia's Data Center revenue was $89.0bn in the quarter to 26 Jul 2026, up 117%, and estimates put its share of AI accelerator revenue at about 70% to over 80%.

Dominance96draft
Estimates put Nvidia at about 70% to over 80% of AI accelerator revenue, a majority of its row.
sourced pulse2.com
Momentum97draft
Data Center revenue was $89.0bn in the quarter to 26 Jul 2026, up 117% year on year.
sourced pulse2.com
Leverage90draft
Sells the chips, networking and software as one working rack, and estimates put it at about 70% to over 80% of AI accelerator revenue.
sourced pulse2.com
Network base 58, judgment +32.
Durability80draft
Its named risks are large buyers shifting volume to in-house chips and China, where IDC has Nvidia at 34% of H1 2026 shipments.
sourced pulse2.com
Firepower95draft
It bought $5bn of Intel stock, plans a $5bn investment in SSI and was reported close to investing about $30bn in OpenAI.
reported the-decoder.comreported en.wikipedia.orgreported bnnbloomberg.ca
Deal Heat70draft
It licensed Groq's inference technology with Groq's founder and team joining, and agreed a July 2026 partnership with a planned $5bn investment in SSI.
sourced groq.comreported en.wikipedia.org

Badges

Kingmaker
Owns or backs 4 companies in the Atlas.

Key figures

$89.0bnData Center revenue, quarter $96.2bnTotal revenue $108bnNext-quarter guide

From the Atlas key figure: Data Center $89.0bn, quarter to 26 Jul 2026. Total revenue $96.2bn. Q3 guide $108bn. Source: pulse2.com.

TickerNASDAQ: NVDA

ListedPublic

HQSanta Clara, California

Founded1993

CEOJen-Hsun Huang

Profile

Sells AI chips, networking and software as complete racks.

Silicon · AI accelerators · Starter

Key figure Data Center $89.0bn, quarter to 26 Jul 2026. Total revenue $96.2bn. Q3 guide $108bn.

Why it leads Sells the chips, the networking and the software together, so a customer buys one working rack.

What could change it Large buyers shift volume to in-house chips, and China, where IDC has Nvidia at 34% of H1 2026 shipments.

sourced pulse2.com

Infrastructure and data centers · Networking · Starter

Key figure Close second in Ethernet AI back-end switches, 2Q26. InfiniBand sales more than tripled in Q1 2026 (Dell'Oro).

Why it leads Sells InfiniBand and Ethernet together with its GPUs, so the network is part of the rack.

What could change it Ethernet's rising share.

sourced delloro.com

Connections

Allies and partners

TSMC
Makes Nvidia's chips. Nvidia was about 19% of TSMC's 2025 revenue, up from 12%. taiwannews.com.tw
On the map
Groq
Non-exclusive licence of Groq's inference technology, with its founder and team joining Nvidia. groq.com
On the map
CoreWeave in Cloud and compute
CoreWeave rents Nvidia systems and is among the first to run Vera Rubin NVL72 racks in production. investors.coreweave.com
On the map

Rivals

AMD
Merchant AI accelerators, with AMD winning multi-gigawatt supply deals. ir.amd.com
On the map
Huawei
China AI chips: Nvidia 34% and Huawei 28% of H1 2026 shipments. benzinga.com
On the map
Arista Networks in Infrastructure and data centers
Second and third in Ethernet AI back-end switch sales, 2Q26. delloro.com
On the map

Owners and backers

funds OpenAI in AI models and platforms
A 10 GW and up to $100bn letter of intent never became definitive. Reuters reported in February 2026 that Nvidia was close to investing about $30bn in OpenAI's round instead, a figure not yet final. bnnbloomberg.ca
On the map
funds Intel
Bought $5bn of Intel stock at $23.28 a share and agreed to co-develop x86 products. the-decoder.com
On the map
funds VAST Data in Infrastructure and data centers
Reported as a backer of VAST Data's April 2026 round. tech-insider.org
On the map
funds Safe Superintelligence in AI models and platforms
July 2026 partnership with a planned $5bn investment. en.wikipedia.org
On the map

See Nvidia and its connections on the map →

Sector standing

No. 2 of 32 rated in Silicon

1ASML94
2Nvidia93
3Google91
3TSMC91
5Broadcom90

No. 1 of 32 rated in Infrastructure and data centers

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: nvidia.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.