NVIDIA
Graphics and AI chips with software, mainly for data centers.
Dependency
Two customers: 36% of total revenue
Customers
Holdings
Regions
Suppliers
Line: solid ● customers (share of total revenue; customers in the Compute & Networking segment) · dashed ◆ holding (13F, share a) · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.
Relationships
27 documented relationships
| Type | Counterparty | Value | Period | Confidence | Reverse edge |
|---|---|---|---|---|---|
| Customer (share) | Customer(s) per quote | 22% | FY2026 (per quote) | 0.9 | – |
| holds a stake in | CoreWeave | 11.5% | Jan 23, 2026 | 1.0 | yes |
| holds a stake in | Intel | 4.3%a | Jun 30, 2026 | 1.0 | yes |
| holds a stake in | Coherent | 4.0%a | Jun 30, 2026 | 1.0 | yes |
| holds a stake in | Synopsys | 2.5%a | Jun 30, 2026 | 1.0 | no |
| holds a stake in | SpaceX | 1.6%a | Jun 30, 2026 | 1.0 | no |
| holds a stake in | Nebius | 0.5%a | Jun 30, 2026 | 1.0 | yes |
| names as supplier | TSMC | – | Jan 25, 2026 | 0.7 | no |
| names as supplier | Micron | – | Jan 25, 2026 | 0.7 | no |
| names us as supplier | CoreWeave | – | Dec 31, 2025 | 0.7 | yes |
| names us as supplier | Nebius | – | Dec 31, 2025 | 0.7 | yes |
| names as partner | Microsoft | – | Jan 25, 2026 | 0.7 | no |
| names us as partner | Coherent | – | Jun 30, 2026 | 0.7 | yes |
| names us as partner | HPE | – | Oct 31, 2025 | 0.7 | no |
| names us as partner | Intel | – | Dec 27, 2025 | 0.7 | yes |
| names us as partner | Lumentum | – | Jun 27, 2026 | 0.7 | no |
| names us as partner | Nebius | – | Dec 31, 2025 | 0.7 | yes |
| names us as partner | Nokia | – | Dec 31, 2025 | 0.7 | no |
| names us as partner | NetApp | – | Apr 24, 2026 | 0.7 | no |
| names us as partner | Everpure | – | Feb 1, 2026 | 0.7 | no |
| names us as partner | Qualcomm | – | Sep 28, 2025 | 0.7 | no |
| names us (role not stated) | Arista | – | Dec 31, 2025 | 0.6 | no |
| names us (role not stated) | Coherent | – | Jun 30, 2026 | 0.6 | yes |
| names us (role not stated) | CoreWeave | – | Dec 31, 2025 | 0.6 | yes |
| names us (role not stated) | HPE | – | Oct 31, 2025 | 0.6 | no |
| names us (role not stated) | Nebius | – | Dec 31, 2025 | 0.6 | yes |
| names us (role not stated) | Nokia | – | Dec 31, 2025 | 0.6 | no |
| Region (share) | USA | 69.3%a | 12 months to Jan 25, 2026 | 1.0 | – |
| Region (share) | Taiwan | 19.6%a | 12 months to Jan 25, 2026 | 1.0 | – |
| Region (share) | China Including Hong Kong | 9.1%a | 12 months to Jan 25, 2026 | 1.0 | – |
Related party: not reported – No related-party statement naming any of the 100 covered companies (0 related-party statements in the 10-K filed Feb 25, 2026, none referring to them).
SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value. 11 competitor mentions not counted as dependencies.
Revenue
Data Center: 89.7% of revenue
Share of Data Center in revenue per fiscal year (FY2016–FY2026, market platforms); share = segment revenue / total revenue, derived.
Other parts FY2026: Gaming 7.4% · Pro Visualization 1.5% · Automotive 1.1% · Other 0.3%
Debt
Total debt FY2026: +0.1% vs. FY2025
$B per fiscal year, as of fiscal year end. a = derived from reported components (calculation in the tooltip and in the sources). Not reported: FY2017, FY2018, FY2019.
Sources (70)
Dependency
- Customers · Largest customer 10-K, filed Feb 25, 2026 0001045810-26-000021
- Customers · Second-largest customer 10-K, filed Feb 25, 2026 0001045810-26-000021
- Regions · Largest market: USA 10-K, filed Feb 25, 2026 0001045810-26-000021USA 149,617 / Revenue $215.9B = 69.3%
- Regions · China-Share (China incl. Hong Kong) 10-K, filed Feb 25, 2026 0001045810-26-000021China incl. Hong Kong 19,677 / Revenue $215.9B = 9.1%
- Holdings · NVIDIA → CoreWeave (Holding ≥ 5% (Schedule 13G)) SCHEDULE 13G/A, filed Jan 26, 2026 0001045810-26-000008
- Holdings · NVIDIA → CoreWeave (Aktienposition (13F)) 13F-HR, filed Aug 14, 2026 0001045810-26-000065
- Holdings · NVIDIA → Intel (Aktienposition (13F)) 13F-HR, filed Aug 14, 2026 0001045810-26-000065214,776,632 shares (13F, as of Jun 30, 2026) / 5,044,000,000 outstanding common shares (cover page 10-Q 0000050863-26-000157, as of Jul 17, 2026) = 4.258%
- Holdings · NVIDIA → Intel (Holding (text in the counterparty's filing)) 10-K, filed Jan 23, 2026 0000050863-26-000011
- Holdings · NVIDIA → Coherent (Aktienposition (13F)) 13F-HR, filed Aug 14, 2026 0001045810-26-0000657,788,161 shares (13F, as of Jun 30, 2026) / 195,832,246 outstanding common shares (cover page 10-K 0000820318-26-000020, as of Aug 10, 2026) = 3.977%
- Holdings · NVIDIA → Synopsys (Aktienposition (13F)) 13F-HR, filed Aug 14, 2026 0001045810-26-0000654,821,717 shares (13F, as of Jun 30, 2026) / 191,636,646 outstanding common shares (cover page 10-Q 0000883241-26-000025, as of Aug 24, 2026) = 2.516%
- Holdings · NVIDIA → SpaceX (Aktienposition (13F)) 13F-HR, filed Aug 14, 2026 0001045810-26-000065122,764,805 shares (13F, as of Jun 30, 2026) / 7,696,293,669 outstanding Class A shares (cover page 10-Q 0001628280-26-052535, as of Jul 28, 2026) = 1.595%
- Holdings · NVIDIA → Nebius (Aktienposition (13F)) 13F-HR, filed Aug 14, 2026 0001045810-26-0000651,190,476 shares (13F, as of Jun 30, 2026) / 219,465,088 outstanding Class A shares (cover page 20-F 0001104659-26-052948, as of Dec 31, 2025) = 0.5424%
Relationships (quotes)
- Customer (share) Customer(s) per quote 10-K, filed Feb 25, 2026 0001045810-26-000021“For fiscal year 2026, sales to one direct customer represented 22% of total revenue and sales to another direct customer represented 14% of total revenue, all of which were primarily attributable to the Compute & Networking segment.”
- holds a stake in CoreWeave SCHEDULE 13G/A, filed Jan 26, 2026 0001045810-26-000008“Schedule 13G XML: reportingPersonName=NVIDIA Corporation / NVIDIA Corporation; reportingPersonBeneficiallyOwnedAggregateNumberOfShares; classPercent; Rule 13d-1(c)”
- holds a stake in Intel 13F-HR, filed Aug 14, 2026 0001045810-26-000065“13F-Informationstabelle: nameOfIssuer=INTEL CORP, CUSIP 458140100, titleOfClass=COM, 1 row(n) summiert” · Calculation: 214,776,632 shares (13F, as of Jun 30, 2026) / 5,044,000,000 outstanding common shares (cover page 10-Q 0000050863-26-000157, as of Jul 17, 2026) = 4.258%
- holds a stake in Coherent 13F-HR, filed Aug 14, 2026 0001045810-26-000065“13F-Informationstabelle: nameOfIssuer=COHERENT CORP, CUSIP 19247G107, titleOfClass=COM, 1 row(n) summiert” · Calculation: 7,788,161 shares (13F, as of Jun 30, 2026) / 195,832,246 outstanding common shares (cover page 10-K 0000820318-26-000020, as of Aug 10, 2026) = 3.977%
- holds a stake in Synopsys 13F-HR, filed Aug 14, 2026 0001045810-26-000065“13F-Informationstabelle: nameOfIssuer=SYNOPSYS INC, CUSIP 871607107, titleOfClass=COM, 1 row(n) summiert” · Calculation: 4,821,717 shares (13F, as of Jun 30, 2026) / 191,636,646 outstanding common shares (cover page 10-Q 0000883241-26-000025, as of Aug 24, 2026) = 2.516%
- holds a stake in SpaceX 13F-HR, filed Aug 14, 2026 0001045810-26-000065“13F-Informationstabelle: nameOfIssuer=SPACE EXPLORATION TECHN CORP, CUSIP 84615Q103, titleOfClass=CLASS A COM STK, 1 row(n) summiert” · Calculation: 122,764,805 shares (13F, as of Jun 30, 2026) / 7,696,293,669 outstanding Class A shares (cover page 10-Q 0001628280-26-052535, as of Jul 28, 2026) = 1.595%
- holds a stake in Nebius 13F-HR, filed Aug 14, 2026 0001045810-26-000065“13F-Informationstabelle: nameOfIssuer=NEBIUS GROUP N.V., CUSIP N97284108, titleOfClass=SHS CLASS A, 1 row(n) summiert” · Calculation: 1,190,476 shares (13F, as of Jun 30, 2026) / 219,465,088 outstanding Class A shares (cover page 20-F 0001104659-26-052948, as of Dec 31, 2025) = 0.5424%
- names as supplier TSMC 10-K, filed Feb 25, 2026 0001045810-26-000021“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
- names as supplier Micron 10-K, filed Feb 25, 2026 0001045810-26-000021“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
- names us as supplier CoreWeave 10-K, filed Mar 2, 2026 0001769628-26-000104“For example, NVIDIA relies on suppliers such as Taiwan Semiconductor Manufacturing Company for semiconductor fabrication and other manufacturers for compute and networking components.”
- names us as supplier Nebius 20-F, filed Apr 30, 2026 0001104659-26-052948“We currently rely on Nvidia for the GPU chips we use and on a limited number of other suppliers for other key components in our infrastructure.”
- names as partner Microsoft 10-K, filed Feb 25, 2026 0001045810-26-000021“Under our agreement with Microsoft for the Xbox, if someone makes an offer to purchase at least 30% of our outstanding common stock, Microsoft may have first and last rights of refusal to purchase the stock.”
- names us as partner Coherent 10-K, filed Aug 14, 2026 0000820318-26-000020“Agreements with NVIDIA On March 2, 2026, the Company entered into a multi-year strategic agreement with NVIDIA to advance the development of advanced optics technologies, including manufacturing capacity and research and development, to enable next-generation AI infrastructure.”
- names us as partner HPE 10-K, filed Dec 18, 2025 0001645590-25-000130“In the AI space, we have invested in building turn-key integrated systems co-engineered with Nvidia that integrate HPE AI hardware and software technologies with Nvidia technologies to radically increase time to value of generative AI (“GenAI”) capabilities optimized for inferencing, retrieval augmented generation, and model fine-tuning.”
- names us as partner Intel 10-K, filed Jan 23, 2026 0000050863-26-000011“The issuance and sale of the shares was completed on September 26, 2025; and ▪ on September 15, 2025, we entered into an agreement with NVIDIA to issue and sell to NVIDIA 215 million shares of our common stock at $23.28 per share for an aggregate cash purchase price of $5.0 billion.”
- names us as partner Lumentum 10-K, filed Aug 17, 2026 0001628280-26-057358“Equity Series A Convertible Preferred Stock On March 2, 2026, we completed the issuance and sale of approximately 2.9 million shares of our Series A Convertible Preferred Stock, par value $ 0001 per share (the “Preferred Stock”) to NVIDIA Corporation (“NVIDIA”), in a private placement pursuant to a Securities Purchase Agreement.”
- names us as partner Nebius 20-F, filed Apr 30, 2026 0001104659-26-052948“The performance of our hardware is supported by our long-standing partnerships and collaboration with leading chipmakers and OEMs, such as NVIDIA, and a consistent track record of being one of the first-to-deploy the latest generation of NVIDIA GPU chips.”
- names us as partner Nokia 20-F, filed Mar 5, 2026 0001628280-26-015034“The partnership will add NVIDIA-powered AI- RAN products to Nokia’s industry-leading RAN (radio access networks) portfolio.”
- names us as partner NetApp 10-K, filed Jun 5, 2026 0001193125-26-259683“Our AI-ready infrastructure solutions, including the NetApp AI Data Engine and validated reference architectures with partners like NVIDIA, help organizations streamline data pipelines, accelerate model training, and derive actionable insights from their data.”
- names us as partner Everpure 10-K, filed Mar 25, 2026 0001474432-26-000027“Our technology partners include application partners such as VMware, RedHat, Nutanix, Microsoft, Oracle and SAP, cloud partners such as Microsoft Azure, AWS, Google, and IBM, data protection partners such as Commvault, Rubrik and Veeam, and infrastructure partners such as Cisco and NVIDIA.”
- names us as partner Qualcomm 10-K, filed Nov 5, 2025 0000804328-25-000085“Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”
- names us (role not stated) Arista 10-K, filed Feb 17, 2026 0001596532-26-000013“For example, Cisco acquired Acacia Communications, Broadcom acquired Brocade Communications and VMware, Dell acquired Force10 Networks, Hewlett Packard Enterprise acquired Juniper Networks, and Nvidia has made significant investment in several AI Neoclouds.”
- names us (role not stated) Coherent 10-K, filed Aug 14, 2026 0000820318-26-000020“Coherent is a leading supplier of optical transceivers for AI datacenter and networking applications, offering a comprehensive, protocol-agnostic portfolio supporting Ethernet, InfiniBand, NVIDIA NVLink, and other AI networking architectures.”
- names us (role not stated) CoreWeave 10-K, filed Mar 2, 2026 0001769628-26-000104“Our track record and ability to 6 Table of Contents deploy the industry's most advanced hardware and architectures first—including NVIDIA GB200 and GB300 NVL72 systems for mission-critical AI—gives our customers a measurable edge in performance, efficiency, and scale.”
- names us (role not stated) HPE 10-K, filed Dec 18, 2025 0001645590-25-000130“Ltd., Ciena Corporation, NVIDIA Corporation, Extreme Networks, Inc., Palo Alto Networks, Fortinet, Inc., Zscaler, Inc., Netskope, Inc., Ruckus Networks, and Ubiquiti and networking-as-a-service vendors such as Nile and Meter.”
- names us (role not stated) Nebius 20-F, filed Apr 30, 2026 0001104659-26-052948“Our GPU-based servers include NVIDIA GB300 NVL72, GB200 NVL72, HGX B200, HGX B300, HGX H100 and RTX PRO 6000. ● InfiniBand-connected GPU clusters – we use NVIDIA InfiniBand NDR/XDR GPU-to-GPU interconnects, ensuring high-speed, low latency communication. ● Storage – we offer a range of storage solutions to meet diverse customer demands, including block storage, shared file storage and object stora”
- names us (role not stated) Nokia 20-F, filed Mar 5, 2026 0001628280-26-015034“As the first supplier to introduce commercial- grade AI-RAN products for 5G-Advanced and 6G networks, we leverage the NVIDIA ARC-Pro accelerated computing platform to evolve our Cloud RAN into a Cloud AI-RAN solution, and in our AirScale RAN solutions.”
- Region (share) USA 10-K, filed Feb 25, 2026 0001045810-26-000021“XBRL-Fakt country:US (id f-1177) / Gesamt (id f-1223)” · Calculation: Revenues[country:US] 149,617,000,000 / Revenues total 215,938,000,000 (period 2025-01-27–2026-01-25)
- Region (share) Taiwan 10-K, filed Feb 25, 2026 0001045810-26-000021“XBRL-Fakt country:TW (id f-1180) / Gesamt (id f-1223)” · Calculation: Revenues[country:TW] 42,345,000,000 / Revenues total 215,938,000,000 (period 2025-01-27–2026-01-25)
- Region (share) China Including Hong Kong 10-K, filed Feb 25, 2026 0001045810-26-000021“XBRL-Fakt nvda:ChinaIncludingHongKongMember (id f-1183) / Gesamt (id f-1223)” · Calculation: Revenues[nvda:ChinaIncludingHongKongMember] 19,677,000,000 / Revenues total 215,938,000,000 (period 2025-01-27–2026-01-25)
Revenue
- Revenue FY2026 10-K, filed Feb 25, 2026 0001045810-26-000021
- Revenue FY2025 (reference) 10-K, filed Feb 26, 2025 0001045810-25-000023
- Mix FY2016 · Data Center 10-K, filed Mar 17, 2016 0001045810-16-000205
- Mix FY2016 · Revenue total 10-K, filed Mar 17, 2016 0001045810-16-000205
- Mix FY2017 · Data Center 10-K, filed Mar 1, 2017 0001045810-17-000027
- Mix FY2017 · Revenue total 10-K, filed Mar 1, 2017 0001045810-17-000027
- Mix FY2018 · Data Center 10-K, filed Feb 28, 2018 0001045810-18-000010
- Mix FY2018 · Revenue total 10-K, filed Feb 28, 2018 0001045810-18-000010
- Mix FY2019 · Data Center 10-K, filed Feb 21, 2019 0001045810-19-000023
- Mix FY2019 · Revenue total 10-K, filed Feb 21, 2019 0001045810-19-000023
- Mix FY2020 · Data Center 10-K, filed Feb 20, 2020 0001045810-20-000010
- Mix FY2020 · Revenue total 10-K, filed Feb 20, 2020 0001045810-20-000010
- Mix FY2021 · Data Center 10-K, filed Feb 26, 2021 0001045810-21-000010
- Mix FY2021 · Revenue total 10-K, filed Feb 26, 2021 0001045810-21-000010
- Mix FY2022 · Data Center 10-K, filed Mar 18, 2022 0001045810-22-000036
- Mix FY2022 · Revenue total 10-K, filed Mar 18, 2022 0001045810-22-000036
- Mix FY2023 · Data Center 10-K, filed Feb 24, 2023 0001045810-23-000017
- Mix FY2023 · Revenue total 10-K, filed Feb 24, 2023 0001045810-23-000017
- Mix FY2024 · Data Center 10-K, filed Feb 21, 2024 0001045810-24-000029
- Mix FY2024 · Revenue total 10-K, filed Feb 21, 2024 0001045810-24-000029
- Mix FY2025 · Data Center 10-K, filed Feb 26, 2025 0001045810-25-000023
- Mix FY2025 · Revenue total 10-K, filed Feb 26, 2025 0001045810-25-000023
- Mix FY2026 · Data Center 10-K, filed Feb 25, 2026 0001045810-26-000021
- Mix FY2026 · Revenue total 10-K, filed Feb 25, 2026 0001045810-26-000021
Debt
- Total debt FY2024 10-K, filed Feb 21, 2024 0001045810-24-000029Total debt = short-term debt $1.2B (us-gaap:DebtCurrent, 10-K 0001045810-24-000029) + long-term debt $8.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001045810-24-000029) = $9.7B
- Total debt FY2025 10-K, filed Feb 26, 2025 0001045810-25-000023Total debt = short-term debt $0.00 (us-gaap:DebtCurrent, 10-K 0001045810-25-000023) + long-term debt $8.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001045810-25-000023) = $8.5B
- Total debt FY2026 10-K, filed Feb 25, 2026 0001045810-26-000021Total debt = short-term debt $999M (us-gaap:DebtCurrent, 10-K 0001045810-26-000021) + long-term debt $7.5B (us-gaap:LongTermDebtNoncurrent, 10-K 0001045810-26-000021) = $8.5B
- Interest expense FY2026 10-K, filed Feb 25, 2026 0001045810-26-000021
Data quality
- Legal name
- NVIDIA Corporation
- CIK
- 0001045810
- Period
- FY2016 – Q2 FY2027
- Coverage
- 99.0% · 1572 reported · 379 derived · 20 missing · 679 not reported
missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.