NVDA NVIDIA
Demand aggregator for HBM, packaging, optics and robotics compute
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
NVDA · price with what management and the data said
Timeline: management commentary, data & earnings
9 events-
9
2026-10-08TSMC monthly revenueData release
September revenue NT$511.9B, +54.6% y/y (−0.6% m/m vs record August). Q3 revenue a record NT$1.49T, above the top of guidance. Source ↗
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8
2026-08-26NVIDIA Q2 FY27Beat / raise
Revenue $96.2B (+106% y/y), data center $89.0B. Guided Q3 to $108B ±2%. Revenue opportunity per gigawatt: ~$18B Hopper → ~$25B Grace Blackwell → ~$40B Vera Rubin. Source ↗
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7
2026-05-20EarningsBeat / raise
Reported EPS 1.87 vs 1.77 expected (+5.5% surprise).
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6
2026-02-25EarningsBeat / raise
Reported EPS 1.62 vs 1.54 expected (+5.3% surprise).
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5
2025-11-19EarningsBeat / raise
Reported EPS 1.3 vs 1.26 expected (+3.5% surprise).
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4
2025-08-27EarningsBeat / raise
Reported EPS 1.05 vs 1.01 expected (+4.1% surprise).
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3
2025-05-28EarningsBeat / raise
Reported EPS 0.81 vs 0.75 expected (+8.0% surprise).
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2
2025-02-26EarningsBeat / raise
Reported EPS 0.89 vs 0.85 expected (+5.2% surprise).
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1
2024-11-20EarningsBeat / raise
Reported EPS 0.81 vs 0.75 expected (+8.5% surprise).
Latest headlines
Auto-updated dailyAlternative data that moves NVDA
Predictions involving NVDA
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-08-26 | 2.09 | 2.22 | +6.2% |
| 2026-05-20 | 1.77 | 1.87 | +5.5% |
| 2026-02-25 | 1.54 | 1.62 | +5.3% |
| 2025-11-19 | 1.26 | 1.3 | +3.5% |
| 2025-08-27 | 1.01 | 1.05 | +4.1% |
| 2025-05-28 | 0.75 | 0.81 | +8.0% |
| 2025-02-26 | 0.85 | 0.89 | +5.2% |
| 2024-11-20 | 0.75 | 0.81 | +8.5% |
| 2024-08-28 | 0.64 | 0.68 | +5.7% |
| 2024-05-22 | 0.56 | 0.61 | +9.7% |
| 2024-02-21 | 0.46 | 0.52 | +11.4% |
| 2023-11-21 | 0.34 | 0.4 | +18.7% |
| 2023-08-23 | 0.21 | 0.27 | +29.4% |
| 2023-05-24 | 0.09 | 0.11 | +18.8% |
| 2023-02-22 | 0.08 | 0.09 | +9.4% |
| 2022-11-16 | 0.07 | 0.06 | −17.3% |
| 2022-08-24 | 0.05 | 0.05 | −1.5% |
| 2022-05-25 | 0.13 | 0.14 | +4.9% |
| 2022-02-16 | 0.12 | 0.13 | +8.0% |
| 2021-11-17 | 0.11 | 0.12 | +5.8% |
| 2021-08-18 | 0.1 | 0.1 | +2.3% |
| 2021-05-26 | 0.08 | 0.09 | +11.4% |
| 2021-02-24 | 0.07 | 0.08 | +10.4% |
| 2020-11-18 | 0.06 | 0.07 | +14.2% |
About NVIDIA
Website ↗NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturer…
Deployable AI compute tracks the minimum of logic, HBM and packaging. Merchant GPUs and hyperscaler ASICs compete for the same upstream capacity.
What would prove us wrong. Weakens if accelerator lead times fall below a quarter while hyperscaler capex guides keep rising — supply would be catching demand.
Every additional GPU in a training domain multiplies switch ports and retimers. Ethernet vs proprietary fabrics decides who captures it.
What would prove us wrong. Weakens if cluster sizes plateau and network spend per accelerator falls.
Running vision-language-action models on the robot needs power-efficient edge accelerators — a smaller cousin of the datacentre race.
What would prove us wrong. Strengthens if robot builders report compute availability as a gating item.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| AMD Advanced Micro Devices | Second merchant GPU source competing for the same CoWoS and HBM | $528.3 | +2.23% | −16.2% | +146.7% | |
| AVGO Broadcom | Custom ASICs and Ethernet switch silicon for hyperscaler clusters | $329.0 | +2.29% | −6.7% | −4.4% | |
| MRVL Marvell Technology | Custom silicon, DSPs and electro-optics for AI infrastructure | $233.1 | +2.01% | −11.0% | +174.8% | |
| ARM Arm Holdings | CPU IP inside custom accelerators, servers and edge devices | $220.7 | +4.94% | −28.9% | +101.9% | |
| ALAB Astera Labs | PCIe/CXL retimers and scale-up connectivity | $263.2 | +2.35% | −27.8% | +58.2% | |
| ANET Arista Networks | Ethernet switching for AI back-end networks | $177.7 | +3.10% | −14.0% | +35.6% | |
| CSCO Cisco Systems | Switching and silicon for AI networks | $109.8 | +3.11% | +3.3% | +45.2% | |
| CRDO Credo Technology | Active electrical cables and SerDes | $153.7 | +4.34% | −27.2% | +6.8% | |
| QCOM Qualcomm | Edge AI SoCs for robots and vehicles | $177.8 | +1.05% | −12.0% | +5.5% | |
| AMBA Ambarella | Edge vision AI SoCs | $65.56 | −1.41% | −9.8% | −7.5% | |
| NXPI NXP Semiconductors | Automotive and edge processors | $246.1 | +4.77% | +3.4% | +14.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.