Nvidia
Dominant AI GPU designer and de facto industry chokepoint
Layers as clusters, money as arcs, brand marks on the biggest stars
AI Intelligence Graph
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Follows the graph · 1 entity
Full file coming soon. Nvidia's links, deals and figures below are what the graph holds today.Not collected yet: Investors, Market share, Legal, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview10 units in the group
Pulled 28 Oct 2026 · NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026 · dated 26 Aug 2026
Ask the graph
answers only from the graph's sourced facts, with citationsForecast record
No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.
L2 Chips · Accelerator · NVDA · United States · chokepoint
Nvidia
Dominant AI GPU designer and de facto industry chokepoint
- Links
- 85
- Deals from filings
- 2
- Exposed if it fails
- 22
- 51 within 2 steps
- It depends on
- 15
- 65 within 2 steps
- Quarterly revenue
- $96.2B
- Q2 FY2027
- Data Center revenue
- $89.0B
- Q2 FY2027
- Gross margin
- 75.0%
- Q2 FY2027
- Quarterly net income
- $59.7B
- Q2 FY2027
The group
10 units · where each sits in the stack| Unit | Layer | Type | Links | Deals |
|---|---|---|---|---|
| L0 Labs | Frontier lab | 8 | · | |
| L2 Chips | Accelerator | 67 | · | |
| L2 Chips | Standard / protocol | 13 | · | |
| L2 Chips | Accelerator | 5 | · | |
| L2 Chips | Accelerator | 4 | · | |
| L2 Chips | Framework / tooling | 4 | · | |
| L2 Chips | Framework / tooling | 2 | · | |
| L2 Chips | Framework / tooling | 2 | · | |
| L6 Power | Networking | 6 | · | |
| L6 Power | Networking | 3 | · |
What it is
Nvidia designs the GPUs that train and serve the majority of the world's frontier AI models, paired with its CUDA software moat and NVLink/NVSwitch interconnect. Its Blackwell family (B200, GB200 NVL72 rack-scale systems, and the mid-cycle Blackwell Ultra / GB300) ramped hard through 2025, with the next-gen Rubin platform (Vera Rubin, Rubin CPX) slated for 2026. Nvidia is fabless and depends entirely on TSMC for leading-edge manufacturing and CoWoS advanced packaging plus SK Hynix/Micron/Samsung HBM. It is the single largest source of leverage in the AI stack and a genuine supply chokepoint.
Key facts
from its map entry- Flagship 2025 platform
- Blackwell (B200 / GB200 NVL72), Blackwell Ultra GB300
- Next-gen 2026
- Rubin / Vera Rubin, Rubin CPX
- Software moat
- CUDA + NVLink/NVSwitch, ~80-90% AI training share
- Manufacturing
- Fabless; TSMC N4/N3 + CoWoS packaging
More figures
from its filingsSupply and capacity commitments
$279.0B
Q2 FY2027
Largest direct customer's share of revenue
16%
Q2 FY2027
Revenue from customers headquartered outside the US
38%
Q2 FY2027
Revenue from customers headquartered in China (incl. Hong Kong)
$7.9B
Q2 FY2027
Revenue from customers headquartered in Taiwan
$27.0B
Q2 FY2027
Revenue from customers headquartered in the US
$60.1B
Q2 FY2027
Pick a link to move the graph there: · · · · · · ·
360birth to now
Pulled 30 Oct 2026, 12:46 EDT · Market quote (Yahoo Finance, unofficial) · data to 30 Oct 2026 · 1 more source
Nvidia at a glance
each card opens where the number comes fromEvery angle
what this file covers, and what is next- Last price
- 204.81 USD
- NVDA · 30 Oct 2026
- Day change
- -2.54%
- against the previous close
- Market cap
- $4.9T
- US dollars
- 52-week range
- 164.27 to 243.37
- USD
Yahoo Finance, read once a day; delayed and unofficial. Not investment advice.
Birth to now
Jan 2015 to Oct 2026On Hacker News
most discussed- Owed a billion dollars in Nvidia stock ↗28 Sep 2026 · 1,092 points · 459 comments · links to colo.to
- Nvidia announces native GPU programming in Rust ↗16 Sep 2026 · 970 points · 404 comments · links to developer.nvidia.com
- Nvidia agrees to acquire Hugging Face for $13B ↗27 Aug 2026 · 1,988 points · 924 comments · links to businessinsider.com
- Apple is fighting for TSMC capacity as Nvidia takes center stage ↗15 Jan 2026 · 773 points · 478 comments · links to culpium.com
- Nvidia buys $5B in Intel ↗18 Sep 2025 · 1,018 points · 611 comments · links to tomshardware.com
- Nvidia won, we all lost ↗4 Jul 2025 · 995 points · 571 comments · links to blog.sebin-nyshkim.net
- NVIDIA Transitions Fully Towards Open-Source Linux GPU Kernel Modules ↗17 Jul 2024 · 881 points · 254 comments · links to developer.nvidia.com
- Hacked Nvidia 4090 GPU driver to enable P2P ↗12 Apr 2024 · 829 points · 336 comments · links to github.com
Public discussion, not the company's words; threads with the most points that name it in the title.
Inside and outside
2 people inside · 0 organizations outsideInside
Leaders
- Jensen Huang
- Colette M. Kress
Nvidia
Outside
Hover a person to see where else they work or worked; hover an organization to see who links to it. Every line has a sentence behind it.
Connections85 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
15Who depends on it
22Backs
4Partners
12Rivals
17Policy
2Designs
7Compare two: what Nvidia shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Money2 deals
Pulled 27 Oct 2026 · OpenAI raises $122 billion to accelerate the next phase of AI · dated 31 Mar 2026 · 2 more sources
| Parties (money runs →) | Kind | Amount | Term | Source |
|---|---|---|---|---|
| → Guarantees capped at $105B in aggregate on land, power and shell buildout leased to OpenAI for 20 years; nine data centers placed in service from fiscal 2029; option on about 3.8 GW more; the campus exclusively hosts Nvidia compute. | guarantee | $105.0B | · | NVIDIA Corporation, Form 10-Q for the quarter ended July 26, 2026“we entered into guarantees, capped at a total of $105 billion, to provide credit support on a land, power, and shell buildout with affiliates of SB Energy Corp. (SB Energy) on behalf of a customer, an affiliate of OpenAI Group PBC (OpenAI), related to leases for approximately 4.25 gigawatts of IT load in the aggregate at SB Energy’s PORTS Technology Campus in Pike County, Ohio.”Open the source ↗ |
| → Nvidia is named as a strategic anchor of the $122B round (OpenAI). CNBC reports the Nvidia share as $30B; the $100B figure of September 2025 was a letter of intent that was not completed as announced. | equity | amount not disclosed | · | OpenAI raises $122 billion to accelerate the next phase of AI“The round was anchored by our strategic partners Amazon, NVIDIA, and SoftBank, with continued participation from our long-term partner, Microsoft.”Open the source ↗ |
Amounts keep the filing's own wording (at least, up to, about). They are not added up: a compute commitment, a lease and an equity round are different kinds of money.
Financials10 figures
Pulled 28 Oct 2026 · NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026 · dated 26 Aug 2026
Company file
Nvidia: figures from its filings
Built from NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026, 26 Aug 2026. Every figure opens the exact text it comes from.
Growth and distribution
Gross margin
- Q2 FY202672.4%
- Q1 FY202774.9%
- Q2 FY202775.0%
Exact text in the filing
“Gross margin75.0 %74.9 %72.4 %0.1 pts2.6 pts”
Quarterly net income
- Q2 FY2026$26.4B
- Q2 FY2027$59.7B
Exact text in the filing
“Net income$59,688 $26,422 $118,010 $45,197”
Revenue from customers headquartered in China (incl. Hong Kong)
- Q2 FY2026$4.0B
- Q2 FY2027$7.9B
Exact text in the filing
“United States$60,074 $32,897 $123,843 $58,582 Taiwan26,985 8,902 38,991 16,550 China (including Hong Kong)7,880 3,985 12,430 13,644”
Quarterly revenue
- Q2 FY2026$46.7B
- Q1 FY2027$81.6B
- Q2 FY2027$96.2B
Exact text in the filing
“Revenue$96,221 $81,615 $46,743 18 %106 %”
Revenue from customers headquartered in Taiwan
- Q2 FY2026$8.9B
- Q2 FY2027$27.0B
Exact text in the filing
“United States$60,074 $32,897 $123,843 $58,582 Taiwan26,985 8,902 38,991 16,550 China (including Hong Kong)7,880 3,985 12,430 13,644”
Revenue from customers headquartered in the US
- Q2 FY2026$32.9B
- Q2 FY2027$60.1B
Exact text in the filing
“United States$60,074 $32,897 $123,843 $58,582 Taiwan26,985 8,902 38,991 16,550 China (including Hong Kong)7,880 3,985 12,430 13,644”
Supply and capacity commitments
- Q1 FY2027$119.0B
- Q2 FY2027$279.0B
Exact text in the filing
“We have significantly increased our supply and capacity commitments from $119 billion last quarter to $279 billion as of July 26, 2026 to meet future demand.”
Sources · 4
- NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026, 26 Aug 2026 · 19 quoted passages
- NVIDIA Corporation, Form 10-Q for the quarter ended July 26, 2026, 27 Aug 2026 · 2 quoted passages
- OpenAI raises $122 billion to accelerate the next phase of AI, 31 Mar 2026 · 1 quoted passage
- Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last', 4 Mar 2026 · 1 quoted passage · news report
People and hiring2 people
Pulled 28 Oct 2026 · NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026 · dated 26 Aug 2026
People in public roles
2 people · 0 other organizations · 0 free-licensed photosLeaders 2
- Jensen Huang
President and Chief Executive Officer
Exact text in the source
“/s/JEN-HSUN HUANGJen-Hsun Huang President and Chief Executive Officer”
NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026, 26 Aug 2026 ↗ · Management
- Colette M. Kress
Executive Vice President and Chief Financial Officer
Exact text in the source
“Colette M. KressExecutive Vice President and Chief Financial Officer (Duly Authorized Officer and Principal Financial Officer)”
NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026, 26 Aug 2026 ↗ · Management
Names, titles and other roles come from the company's own filings and announcements, with the exact sentence for each. Photos are free-licensed files from Wikimedia Commons with their credit; people without one show initials. Staff are not listed by name, and personal profiles are never scraped.
Posts across platforms: not collected yet
People enter only in public roles, from filings, company pages, talks and papers. Blogs, talks, papers and executives' public posts come next, from official channels; LinkedIn and X only through licensed datasets. No scraping of personal profiles.
News and events14 items
- 3 Sep 2026NVIDIANVIDIA to Acquire Hugging Face for $12.93 Billionnews
- 26 Aug 2026NvidiaForm 10-Q for the quarter to 26 Jul 2026: revenue $96.2B, Data Center $89.0B, gross margin 75.0% ↗filing
- By 26 Aug 2026NvidiaVera Rubin, the next Data Center architecture, began production shipments in Q3 fiscal 2027 ↗filing
- Reported 26 Aug 2026NvidiaH200 shipments under the US licensing program: under 1% of Data Center revenue, each subject to a 25% US import tariff ↗filing
- 27 Jul 2026NVIDIANVIDIA Puts $5 Billion Into Ilya Sutskever's Safe Superintelligencenews
- As of 26 Jul 2026NvidiaSupply and capacity commitments rise to $279B, from $119B a quarter earlier ↗filing
- 31 Mar 2026NvidiaOpenAI closes $122B round at $852B post-moneyfiling
- 16 Mar 2026NVIDIANVIDIA NemoClaw: Secure, Always-On AI Agents With One Commandnews
- 16 Mar 2026NVIDIANVIDIA Vera Rubin Platform: Seven Chips, Five Racks, One AI Supercomputernews
- 16 Mar 2026NVIDIADynamo 1.0: NVIDIA's Operating System for AI Factories Enters Productionnews
- 16 Mar 2026NVIDIANVIDIA Launches Nemotron Coalition: Open Frontier Models With Mistral, Cursor, Perplexitynews
- 16 Mar 2026NVIDIANVIDIA-Powered Robotaxis to Launch With Uber Across 28 Cities by 2028news
- 16 Mar 2026NVIDIANVIDIA DLSS 5: Fusing 3D Graphics With Generative AI: 'The GPT Moment for Graphics'news
- 16 Mar 2026NVIDIAGTC 2026 Keynote: Jensen's Big Numbers: $1T Demand, 40M× Compute, Agentic AI Eranews
Wider news feed: not collected yet
Today this lists events taken from filings and this site's own AI updates. A news feed with entity linking (who did what, on which date, from which source) is next, so every move lands on the right company.
Data sources8 sources
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| Hacker News7,794 stories naming it | 360 | · | 30 Oct 2026, 12:29 EDT | daily | fresh |
| Market quote (Yahoo Finance, unofficial) | 360 | 30 Oct 2026 | 30 Oct 2026, 12:46 EDT | daily | fresh |
| GDELT news tonenot collected yet: GDELT refused every request (last try 2026-10-30) | 360 | · | not pulled yet | daily | not collected yet |
| OpenAI raises $122 billion to accelerate the next phase of AI ↗1 quoted passage · openai.com | Money | 31 Mar 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| Nvidia CEO Huang says $30 billion OpenAI investment 'might be the last' ↗1 quoted passage · cnbc.com | Money | 4 Mar 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| NVIDIA Corporation, Form 10-Q for the quarter ended July 26, 2026 ↗2 quoted passages · sec.gov | Money | 27 Aug 2026 | 27 Oct 2026 | when a new document is filed | read from the document |
| NVIDIA Corporation Form 10-Q for the quarter ended July 26, 2026 ↗21 quoted passages · sec.gov | Financials, Overview, People and hiring | 26 Aug 2026 | 28 Oct 2026 | when a new document is filed | read from the document |
| AI Systems Map links85 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.