| Stage | NVDA | % of rev | WDC | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $96.2B | 100.00% | $4.4B | 100.00% | NVDA ×21.96 |
| Gross profit | $72.1B | 74.98% | $2.5B | 57.84% | NVDA +17.1pp |
| Operating income | $63.7B | 66.24% | $2.0B | 46.70% | NVDA +19.5pp |
| Pre-tax income | $71.5B | 74.32% | $2.0B | 46.52% | NVDA +27.8pp |
| Net income | $59.7B | 62.03% | $1.8B | 40.61% | NVDA +21.4pp |
| Stage | NVDA | WDC | Gap · A − B |
|---|---|---|---|
| Revenue | $96.2B100.00% | $4.4B100.00% | NVDA ×21.96 |
| Gross profit | 74.98%$72.1B | 57.84%$2.5B | NVDA +17.1pp |
| Operating income | 66.24%$63.7B | 46.70%$2.0B | NVDA +19.5pp |
| Pre-tax income | 74.32%$71.5B | 46.52%$2.0B | NVDA +27.8pp |
| Net income | 62.03%$59.7B | 40.61%$1.8B | NVDA +21.4pp |
NVDA · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
WDC · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”