Nvidia

Designer of the GPUs, rack-scale systems and CUDA software at the centre of AI computing.

Third-quarter fiscal 2027 results due on 17 November 2026. Company outlook is $108.0B revenue, plus or minus 2%.

https://www.nvidia.com

What it is

Nvidia designs graphics processors and complete AI systems such as the Vera Rubin NVL72 rack. That rack joins 72 Rubin GPUs and 36 Vera CPUs over NVLink. Nvidia also sells networking and the CUDA software that developers build on. It does not make memory. It buys HBM from SK hynix, Samsung and Micron.

Why it matters for AI

Every Rubin GPU needs stacks of HBM4 beside it to keep it fed with data. So Nvidia’s output depends on memory supply as much as on its own chip design. In 2026 it signed a multiyear memory partnership with SK hynix. It also unveiled NVHBM, its own HBM design, which it says gives up to 30% more bandwidth per stack.

Founders and CEO: Jensen Huang (CEO), Chris Malachowsky and Curtis Priem
Founded: 1993
Headquarters: Santa Clara, United States
Role in AI: Compute: GPUs and CUDA
How it earns: Sells GPUs, full rack-scale systems, networking and software to cloud providers, AI labs and enterprises.

Revenue

Apr 2026: $81.6B (quarterly revenue (Q1 FY2027) · company-reported) · SEC (Nvidia 8-K)
Jul 2026: $96.2B (quarterly revenue (Q2 FY2027), up 106% year on year · company-reported) · Nvidia Investor Relations
Jul 2026: $89.0B (data centre revenue (Q2 FY2027), up 117% year on year · company-reported) · SEC (Nvidia 8-K)
Oct 2026: $108.0B ± 2% (company outlook for Q3 FY2027 revenue · not a result) · Nvidia Investor Relations

Deals and milestones

Jun 2026: Vera Rubin enters volume production, 350+ supply-chain partners in 30 countries · Techzine
Jun 2026: Multiyear memory technology partnership with SK hynix, Terms not disclosed · Evertiq
Aug 2026: Compute financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR, Over $500B of third-party capital targeted · subject to definitive agreements · Nvidia Investor Relations
Sep 2026: NVHBM, its own HBM design, Up to 30% more bandwidth per stack · company design claim · Tech Times

Latest news

2026-10-28: Nvidia sets 17 November for its third-quarter fiscal 2027 results · Nvidia Newsroom
2026-09-01: Nvidia moves the memory controller into the HBM stack with its NVHBM design · Tech Times
2026-08-26: Q2 revenue of $96.2B with $89.0B from data centres as Vera Rubin ramps into full production · Nvidia Investor Relations
2026-06-08: Nvidia and SK hynix announce a multiyear technology partnership on memory for AI factories · Evertiq
2026-06-01: Vera Rubin enters volume production as Nvidia shows the platform at GTC Taipei · Techzine
2026-05-20: Record Q1 revenue of $81.6B with $75.2B from data centres · SEC (Nvidia 8-K)