NVIDIA
NVDANVIDIA designs the graphics processors and software platforms that power AI data centers, and its chips also serve as onboard computing brains for robots. We follow it because its business is AI itself, and AI is moving from software into machines that work in the physical world.
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The living report
Bears on our standing view that spending on the AI build is running ahead of its revenue. It is proved wrong if cloud revenue keeps pace with contracted backlog through the next two rounds of reports, and no other big buyer starts renting out spare capacity.
Bears on our standing view that AI's economy-wide productivity lift does not arrive before 2028. It is proved wrong if productivity jumps much sooner than we expect, or adoption stops spreading.
Members: queues this company for a report on a coming night.
The market record
Free during the preview. Each figure shows only where two independent data providers, Massive and Yahoo, agree on it to the cent; a figure they do not agree on is left out. Dated, not live. It describes; it does not recommend.
close of 9 Nov 2026 · Massive and Yahoo agree
9 Nov 2026 · both providers agree
intraday low 30 Mar 2026 · intraday high 6 Oct 2026 · 251 sessions to 9 Nov 2026 · both providers agree
the 9 Nov 2026 close × 24,100,000,000 shares outstanding on the 10-Q cover, as of 21 Aug 2026
Filings
Newest first, from EDGAR. Where a piece read a filing, one line of what it said.
In its quarterly filing for the period ended July 26, 2026, NVIDIA disclosed a model introduced in fiscal second-quarter 2027 with select AI cloud partners serving sovereign customers among others, under which the clouds purchase NVIDIA infrastructure, with NVIDIA cloud service commitments in return. the piece
In its quarterly filing for the period ended July 26, 2026, NVIDIA disclosed a model introduced in fiscal second-quarter 2027 with select AI cloud partners serving sovereign customers among others, under which the clouds purchase NVIDIA infrastructure, with NVIDIA cloud service commitments in return. the piece
The next test is third-quarter fiscal 2027 results, which on the company's usual calendar fall in late November 2026, along with the quarterly filing that updates supply commitments. the piece
The next test is third-quarter fiscal 2027 results, which on the company's usual calendar fall in late November 2026, along with the quarterly filing that updates supply commitments. the piece
Where it sits in the frame
AI compute has split into a rented market and a government-funded one.
Reports next
Latest disclosed
What it has disclosed
Newest first. Every figure traces to a filing; "Show sources" shows which.
Mentioned in
Every piece that names this company, newest first: what it said, and the standing view it bore on. Written when the piece is committed; never edited, never removed.
Same question
Other companies under Whose business is AI itself?
This entry
Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.
Record
Written according to the Grant Bishop standard — machine-researched, machine-checked, human-judged; then read and committed by the publisher. Every number traces to a filing or a dated market record; every claim carries a date and what would prove it wrong.
- Verification
- multi-source verified, machine-drafted, human-gated
- As of
- 2026-08-26
- Bears on
- Position disclosure
- The publisher holds index-level U.S. equity exposure and no direct position in any single name discussed.
- Not advice
- General commentary for a general audience. Not advice for your situation.