NVIDIA
Semiconductors
Key Financials
- ~$5.2T
- Market Cap
- $216B
- Revenue (TTM)
- +73.2%
- Revenue Growth
- 71.1%
- Gross Margin
- 65.0%
- Op. Margin
- 46.1
- P/E Ratio
- 42K
- Employees
Role in the Supply Chain
Dominant AI GPU maker; 80-92% AI accelerator market share
In This Report
Ch 6 Chip Design
Dominant AI GPU maker; 80-92% AI accelerator market share
Ch 10 Networking Silicon, Switches & DPUs
NVLink scale-up, InfiniBand, Spectrum-X Ethernet, ConnectX/BlueField NICs/DPUs
Ch 11 Photonics, Optical I/O & CPO
CPO switches (Quantum-X/Spectrum-X Photonics); $4B invested in optics
Ch 20 System Software, Firmware & Orchestration
CUDA, cuDNN, TensorRT, NCCL, Triton, DGX OS, Base Command Manager
Ch 22 Cross-Cutting Analysis