NVDA
Nvidia Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Nvidia has 8 disclosed suppliers and 17 disclosed customers in SEC filings.
Last report3 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
+8.74%
vs ±5.0% implied · ×1.73
shaded = implied · ▲▼ = realized
SentenceDuring fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.
basisFN FY2025 revenue $3.4BNVDA FY2026 revenue $216BFY mismatch
SentenceDuring fiscal 2026, we announced the expansion of our Sherman, Texas, manufacturing facility, entered into a strategic multi-year supply agreement with NVIDIA for advanced lasers and optical networking products supporting next-generation AI infrastructure, and received a $50 million preliminary memorandum of terms under the CHIPS and Science Act to support the Sherman expansion.
SentenceWe purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.
NVDA filingMU
SentenceLeading 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.
SentenceWe purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.
NVDA filingSKHY
SentenceWe utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.
NVDA filingTSM
SentenceWe utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.
NVDA filing
SentenceIn 2025, we released a range of new AI products and platform capabilities, including Gradient® AI GPUs from AMD and NVIDIA, and major enhancements to the Gradient® AI Platform such as VPC support, image and video models, and the Agent Development Kit ("ADK").
SentenceWe maintain relationships with semiconductor manufacturers, original equipment manufacturers ("OEMs"), original design manufacturers ("ODMs"), and other infrastructure suppliers, including NVIDIA, AMD, Dell Technologies, Lenovo, Supermicro, Gigabyte and leading storage and networking providers.
SentenceThe integration of our lidar technology into the NVIDIA DRIVE AGX platform does not guarantee that automotive OEMs will select our lidar technology for their ADAS or autonomous driving solutions, even if such automotive OEMs select the NVIDIA DRIVE AGX platform instead of the platform of one of NVIDIA's competitors or the automotive OEM decides to use an alternative solution, including solutions developed by the automotive OEM.
Expected move
Inputs8Q avg ±4.0%·×1.43·rich
straddle ±7.9%
spot 204.64exp Nov 20ATM strike 205ATM straddle 19.00IV 48%
Nvidia Corp
205.25