NVIDIA

Big TechBig TechBig TechChips

Dominant AI chip maker with ~90% data center GPU market share. Acquired Groq for $20B.

USSanta Clara, CA, USAFounded 1993NVDA

Valuation

$4.5T

Total Raised

TBD

Revenue (ARR)

TBD

P/S Ratio

Employees

36K

Key products

Blackwell GPUsCUDATensorRTNIMDGX CloudGroq 3 LPX

Data center $51.2B in Q3 FY2026 alone. Estimated $170B data center for full FY2026. Total revenue ~$190B.

5.5%

↑ 40bps

GMI85/100High

Sentiment58% Bullish

Active narratives

chipsdatacentersupply-chain

Attention premium0.20x(under the radar)