{
 "ticker": "NVDA",
 "name": "NVIDIA",
 "url": "https://grantbishop.pages.dev/index/NVDA",
 "sells": "NVIDIA designs the graphics processors and software platforms that power AI data centers, and its chips also serve as onboard computing brains for robots.",
 "why": "We follow it because its business is AI itself, and AI is moving from software into machines that work in the physical world.",
 "questions": [
  {
   "slug": "ai-itself",
   "question": "Whose business is AI itself?",
   "url": "https://grantbishop.pages.dev/index/q/ai-itself"
  },
  {
   "slug": "robotics",
   "question": "Who is taking AI into machines?",
   "url": "https://grantbishop.pages.dev/index/q/robotics"
  }
 ],
 "tests": [
  {
   "id": "W-6",
   "claim": "Spending on the AI build is running ahead of the revenue it produces.",
   "url": "https://grantbishop.pages.dev/claims/ai-spending-ahead-of-revenue"
  },
  {
   "id": "W-7",
   "claim": "Businesses keep adopting AI, but the economy-wide productivity lift does not arrive before 2028.",
   "url": "https://grantbishop.pages.dev/claims/ai-productivity-not-before-2028"
  }
 ],
 "reports_next": {
  "date": "2026-11-18",
  "event": "results for the quarter ending Oct 2026",
  "kind": "expected",
  "source": "expected, per Nasdaq"
 },
 "latest_disclosed": {
  "form": "10-Q",
  "filed": "2026-08-26",
  "period": "2026-07-26",
  "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm"
 },
 "disclosed": [
  {
   "date": "2026-08-26",
   "figure": "$96.2 billion",
   "what": "NVIDIA Q2 fiscal 2027 revenue",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm"
  },
  {
   "date": "2026-08-26",
   "figure": "106%",
   "what": "NVIDIA Q2 fiscal 2027 revenue growth",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm"
  },
  {
   "date": "2026-08-26",
   "figure": "$89.0 billion",
   "what": "NVIDIA Q2 fiscal 2027 Data Center revenue",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm"
  },
  {
   "date": "2026-08-26",
   "figure": "$108.0 billion",
   "what": "NVIDIA Q3 fiscal 2027 revenue guidance",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm"
  },
  {
   "date": "2026-08-26",
   "figure": "2%",
   "what": "NVIDIA Q3 guidance range",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000073/q2fy27pr.htm"
  },
  {
   "date": "2026-07-26",
   "figure": "July 26, 2026",
   "what": "end of NVIDIA quarterly period covered by 10-Q",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000075/nvda-20260726.htm"
  },
  {
   "date": "2026-04-26",
   "figure": "$119 billion",
   "what": "NVIDIA supply commitments",
   "source": "https://www.sec.gov/Archives/edgar/data/0001045810/000104581026000052/nvda-20260426.htm"
  },
  {
   "date": "2025-03-19",
   "figure": "March 19, 2025",
   "what": "NVIDIA and xAI joined AIP",
   "source": "https://www.mgx.ae/news-insights/blackrock-gip-microsoft-and-mgx-welcome-nvidia-and-xai-aip"
  }
 ],
 "check": "Checked against the company's own business description in its latest annual filing.",
 "log": [
  {
   "date": "2026-10-19",
   "note": "Figures added from \"Is the AI build now waiting on the plug rather than the chip?\"."
  },
  {
   "date": "2026-10-19",
   "note": "Entry rewritten in plain words: what the company sells, and why we follow it."
  },
  {
   "date": "2026-10-12",
   "note": "Verified against the 10-Q filed 2026-08-26 at launch."
  }
 ],
 "living_report": {
  "report": false,
  "last_revised": null,
  "next_disclosure": {
   "date": "2026-11-18",
   "event": "results for the quarter ending Oct 2026"
  },
  "timeline": [
   {
    "form": "8-K",
    "filed": "2026-09-03",
    "period": "2026-09-02",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000078/nvda-20260902.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2026-08-26",
    "period": "2026-07-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm",
    "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.",
    "from_piece": "https://grantbishop.pages.dev/pieces/gulf-windfall-sovereign-compute"
   },
   {
    "form": "8-K",
    "filed": "2026-08-26",
    "period": "2026-08-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000073/nvda-20260826.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-08-17",
    "period": "2026-08-17",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-07-02",
    "period": "2026-06-28",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000060/nvda-20260628.htm",
    "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.",
    "from_piece": "https://grantbishop.pages.dev/pieces/gulf-windfall-sovereign-compute"
   },
   {
    "form": "8-K",
    "filed": "2026-06-30",
    "period": "2026-06-24",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000056/nvda-20260624.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-06-18",
    "period": "2026-06-15",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000119312526275783/d48176d8k.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2026-05-20",
    "period": "2026-04-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000052/nvda-20260426.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-05-20",
    "period": "2026-05-20",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000051/nvda-20260520.htm",
    "what_it_said": null,
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   },
   {
    "form": "8-K",
    "filed": "2026-05-08",
    "period": "2026-05-07",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000028/nvda-20260507.htm",
    "what_it_said": null,
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   },
   {
    "form": "8-K",
    "filed": "2026-04-27",
    "period": "2026-04-24",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000026/nvda-20260424.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-03-06",
    "period": "2026-03-02",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000024/nvda-20260302.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-K",
    "filed": "2026-02-25",
    "period": "2026-01-25",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-02-25",
    "period": "2026-02-25",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000019/nvda-20260225.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "8-K",
    "filed": "2026-01-23",
    "period": "2026-01-20",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000003/nvda-20260120.htm",
    "what_it_said": null,
    "from_piece": null
   },
   {
    "form": "10-Q",
    "filed": "2025-11-19",
    "period": "2025-10-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm",
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    "form": "8-K",
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   {
    "form": "10-Q",
    "filed": "2025-08-27",
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    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000209/nvda-20250727.htm",
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   },
   {
    "form": "8-K",
    "filed": "2025-08-27",
    "period": "2025-08-27",
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   {
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   {
    "form": "10-Q",
    "filed": "2025-05-28",
    "period": "2025-04-27",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000116/nvda-20250427.htm",
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   {
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    "filed": "2025-05-28",
    "period": "2025-05-28",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000115/nvda-20250528.htm",
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   {
    "form": "8-K",
    "filed": "2025-04-15",
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    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm",
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   {
    "form": "8-K",
    "filed": "2025-03-07",
    "period": "2025-03-03",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000039/nvda-20250303.htm",
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    "from_piece": null
   },
   {
    "form": "10-K",
    "filed": "2025-02-26",
    "period": "2025-01-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm",
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   {
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    "filed": "2025-02-26",
    "period": "2025-02-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000021/nvda-20250226.htm",
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   },
   {
    "form": "8-K",
    "filed": "2025-01-17",
    "period": "2025-01-13",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000007/nvda-20250113.htm",
    "what_it_said": null,
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   },
   {
    "form": "10-Q",
    "filed": "2024-11-20",
    "period": "2024-10-27",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581024000316/nvda-20241027.htm",
    "what_it_said": "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.",
    "from_piece": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid"
   },
   {
    "form": "8-K",
    "filed": "2024-11-20",
    "period": "2024-11-20",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581024000315/nvda-20241120.htm",
    "what_it_said": "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.",
    "from_piece": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid"
   },
   {
    "form": "8-K",
    "filed": "2024-11-07",
    "period": "2024-11-07",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581024000300/nvda-20241107.htm",
    "what_it_said": null,
    "from_piece": null
   }
  ],
  "history": []
 },
 "market": {
  "rule": "Each figure is kept only where Massive and Yahoo agree on it to the cent; a figure they do not agree on is null. Dated, not live. The market value and the forward multiple are computed from the close.",
  "last_close": {
   "value": 178.67,
   "currency": "USD",
   "as_of": "2026-11-09",
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  },
  "day_range": {
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   "as_of": "2026-11-09",
   "providers": [
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    "Yahoo"
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  "range_52_week": {
   "low": 164.27,
   "low_date": "2026-03-30",
   "high": 243.37,
   "high_date": "2026-10-06",
   "sessions": 251,
   "currency": "USD",
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   "providers": [
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    "Yahoo"
   ]
  },
  "market_value": {
   "value": 4305947000000,
   "currency": "USD",
   "as_of": "2026-11-09",
   "computed": "the last close times the shares outstanding on the filing cover",
   "shares": {
    "count": 24100000000,
    "as_of": "2026-08-21",
    "form": "10-Q",
    "filed": "2026-08-26",
    "url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/"
   }
  },
  "forward_multiple": null,
  "checked_at": "2026-11-10 06:45:40"
 },
 "exhibits": null,
 "mentions": [
  {
   "date": "2026-10-21",
   "slug": "gulf-windfall-sovereign-compute",
   "headline": "Is the Gulf's oil windfall paying for a state-backed computing build-out, or merely arriving at the same time as one?",
   "url": "https://grantbishop.pages.dev/pieces/gulf-windfall-sovereign-compute",
   "line": null,
   "idea": {
    "id": "W-4",
    "text": null,
    "url": "https://grantbishop.pages.dev/claims/gulf-oil-money-and-the-ai-build"
   }
  },
  {
   "date": "2026-10-19",
   "slug": "sets-pace-ai-build-chips-grid",
   "headline": "Is the AI build now waiting on the plug rather than the chip?",
   "url": "https://grantbishop.pages.dev/pieces/sets-pace-ai-build-chips-grid",
   "line": null,
   "idea": null
  }
 ],
 "note": "Prices on this page are dated market records, shown free during the preview, each confirmed by two independent data providers. None is a recommendation.",
 "license": "Free to cite with a link."
}