NVIDIA

Santa Clara, California, United States · AI Core · Chips & accelerators / Accelerator design · Robotics · Software / Simulation & synthetic data · Established · nvidia.com

NVIDIA designs and sells GPUs and accelerator platforms including H100, RTX 5090, Blackwell Ultra, Vera Rubin and Jetson products for AI training, inference and edge computing.

AI Infra 100 · rank 2 · score 100 →Robotics 100 · rank 2 · score 98 →Humanoids · watchlist · score 98Space · watchlist · score 85Edition: November 2026

Positioning

The default accelerator, networking and system supplier of the buildout, with an installed base no rival approaches; increasingly a financier and buyer of its own customers and a licensee of challengers' IP (Groq, Poolside), and reaching upstream into memory, power and shells.

Latest signals

  • Hangang is equipped with 8,496 GPUs including NVIDIA GH200 chips and 9,936 CPUs.ZDNet Korea
  • Nvidia to become Naver’s third-largest shareholder through a capital increaseThe Elec
  • Intel shares fell 29% in one day, pulling down other semiconductor stocksCaixin
  • OpenAI, SK Hynix, and NVIDIA will participate in ISMP 2026 in BusanZDNet Korea
  • NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limitsYicai

4762 signals name NVIDIA. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · The Robot Report
  • Jetson Orin Nano 2 module and developer kit available in the first half of 2027Deployment · The Robot Report
  • Jetson Orin Nano 2 module and developer kitProduct launch · The Robot Report
  • Upgraded Space-1 Vera Rubin module to be used on Lunar Voyages 3 and 5Deployment · Payload

1772 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology10
Positioning10
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Accelerator design

73AMD · 87

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does NVIDIA do?

NVIDIA designs and sells GPUs and accelerator platforms including H100, RTX 5090, Blackwell Ultra, Vera Rubin and Jetson products for AI training, inference and edge computing. The default accelerator, networking and system supplier of the buildout, with an installed base no rival approaches; increasingly a financier and buyer of its own customers and a licensee of challengers' IP (Groq, Poolside), and reaching upstream into memory, power and shells.

Where does NVIDIA rank in ai core?

NVIDIA ranks 2 of 100 on the AI Infra 100 (November 2026 edition) with a score of 100 out of 100, in Accelerator design (Chips & accelerators). Assessment by Frontier Tech Intelligence.

Who are NVIDIA's peers in Accelerator design?

AMD (rank 73).

Where is NVIDIA based and when was it founded?

NVIDIA is based in Santa Clara, California, United States. Stage: Established.

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