{"city":"Santa Clara","name":"NVIDIA","slug":"nvidia","facts":[{"date":"2027-01-01","type":"revenue_band","value":">500m","source":"The Robot Report"},{"date":"2027-01-01","type":"deployment","value":"Jetson Orin Nano 2 module and developer kit available in the first half of 2027","source":"The Robot Report"},{"date":"2027-01-01","type":"product_launch","value":"Jetson Orin Nano 2 module and developer kit","source":"The Robot Report"},{"date":"2026-12-31","type":"deployment","value":"Upgraded Space-1 Vera Rubin module to be used on Lunar Voyages 3 and 5","source":"Payload"},{"date":"2026-12-31","type":"deployment","value":"Upgraded Space-1 Vera Rubin module planned for Lunar Voyages 3 and 5","source":"Payload"},{"date":"2026-12-01","type":"product_launch","value":"ROBOGUIDE motion simulation import into NVIDIA Isaac Sim demonstrated at IREX","source":"The Robot Report"}],"peers":[{"name":"AMD","rank":73,"slug":"amd","score":"87"}],"stage":"Established","state":"California","aliases":["Alpamayo","DSX POD","Flora","GB300 NVL72","Holoscan Sensor Bridge","Nemotron 3.5 Super VL","Nemotron 3.5 Transcribe","NVIDIA B200","NVIDIA Corporation","NVIDIA DSX Ready Coolant","NVIDIA GB200 Superchips","NVIDIA Grace Blackwell","NVIDIA Holoscan Sensor Bridge","Nvidia Isaac GR00T","NVIDIA RTX 5090","Nvidia Vera","OpenShell","RTX PRO 5500","Spectrum-X","Vera CPU","Vera CPUs","Vera Rubin Architecture"],"country":"United States","domains":[{"why":"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.","list":"AI Infra 100","rank":2,"tier":"member","layer":"Chips & accelerators","total":100,"domain":"AI Core","scores":{"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":10},"edition":"November 2026","segment":"Accelerator design"},{"why":"NVIDIA develops Isaac Sim, a robotics simulation platform that supports importing FANUC ROBOGUIDE motion simulations and enables robot development and testing.","list":"Robotics 100","rank":2,"tier":"member","layer":"Software","total":98,"domain":"Robotics","scores":{"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":10},"edition":"November 2026","segment":"Simulation & synthetic data"},{"why":null,"list":null,"rank":null,"tier":"watchlist","layer":null,"total":98,"domain":"Humanoids","scores":{"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":8,"technology":10},"edition":null,"segment":null},{"why":"NVIDIA supplies compute for space applications, including H100 deployment on the Starcloud-1 satellite and upgraded Vera Rubin modules planned for lunar missions.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":85,"domain":"Space","scores":{"leverage":6,"position":10,"progress":9,"firepower":3,"commercial":10,"deployment":10,"production":10,"technology":10},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-11-02","header":"Hangang is equipped with 8,496 GPUs including NVIDIA GH200 chips and 9,936 CPUs.","outlet":"ZDNet Korea"},{"date":"2026-11-02","header":"Nvidia to become Naver’s third-largest shareholder through a capital increase","outlet":"The Elec"},{"date":"2026-11-02","header":"Intel shares fell 29% in one day, pulling down other semiconductor stocks","outlet":"Caixin"},{"date":"2026-11-01","header":"OpenAI, SK Hynix, and NVIDIA will participate in ISMP 2026 in Busan","outlet":"ZDNet Korea"},{"date":"2026-11-01","header":"NVIDIA's Jeff Fisher denied an RTX 5090 production halt but admitted supply and capacity limits","outlet":"Yicai"},{"date":"2026-11-01","header":"Meta's Max humanoid is a 1.5-meter, 48 kg robot running on NVIDIA Jetson Thor","outlet":"ZDNet Korea"}],"website":"nvidia.com","category":"AI Infra · Chips & accelerators","categories":[{"name":"Accelerator design","domain":"AI Core","parent":"AI Infra · Chips & accelerators"},{"name":"Simulation & synthetic data","domain":"Humanoids","parent":"Humanoids · Software"},{"name":"Corporate & strategic venture","domain":"Investment Houses","parent":"Institutional & Funds"},{"name":"Simulation & synthetic data","domain":"Robotics","parent":"Robotics · Software"},{"name":"In-space compute & data","domain":"Space","parent":"Space · Infrastructure"}],"last_round":null,"updated_at":"2026-11-02T16:32:14.397+00:00","facts_total":1772,"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.","sub_category":"Accelerator design","signals_total":4762,"url":"https://www.frontiertechintelligence.com/companies/nvidia","title":"NVIDIA · ai core, Santa Clara, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"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) 4762 signals and 1772 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}