Official Drivers

Accelerated computing uses specialized hardware to boost IT performance AI and HPC software solutions for data center acceleration Virtual solutions for scalable, high-performance computing

Nvidia reports revenue of $57 billion, EPS of $1.30

• On its Mojave update info website, Apple stated that macOS Mojave would run on legacy machines with ‘Metal compatible’ graphics cards and listed Metal compatible GPUs, including some manufactured by Nvidia.
• On March 1, 2024, Nvidia became the third company in the history of the United States to close with a market capitalization in excess of $2 trillion.
• AI-driven solutions to strengthen cybersecurity and AI infrastructure
• Accelerating professional AI, graphics, rendering, and compute workloads

Priem originally wanted to call it the “GXNV”, as in the “next version” of the GX graphics chips which he had worked on at Sun. During the late 1990s, Nvidia was one of 70 startup companies pursuing the idea that graphics acceleration for video games was the path to the future. The three co-founders envisioned graphics-based processing as the best trajectory for tackling challenges that had eluded general-purpose computing methods. For its strength, size and market capitalization, Nvidia has been selected to be one of Bloomberg’s “Magnificent Seven”, the seven biggest companies on the stock market in these regards.

CEO Jensen Huang starts his prepared remarks by addressing “AI bubble” talk.

In February 2013, Nvidia announced its plans to build a new headquarters in the form of two giant triangle-shaped buildings on the other side of San Tomas Expressway (to the west of its existing headquarters complex). On July 29, 2013, Nvidia announced that they acquired PGI from STMicroelectronics. In January 2013, Nvidia unveiled the Tegra 4, as well as the Nvidia Shield, an Android-based handheld game console powered by the new system on a chip.

Nvidia says energy could be a bottleneck for AI adoption

Nvidia’s move provides Intel with fresh support following years of unsuccessful turnaround efforts and will allow Nvidia to offer its powerful GB300 data center servers based on Blackwell GPUs on Intel’s X86 architecture. In August 2025, Nvidia and competitor Advanced Micro Devices agreed to pay 15% of the revenues from certain chip sales in China as part of an arrangement to obtain export licenses. On July 10, 2025, Nvidia closed for the first time with a market cap above $4 trillion, after its market cap briefly touched and then retreated from that number during the previous day.

At GTC 2025, Nvidia unveiled its next-generation AI hardware, the Blackwell Ultra and Vera Rubin chips, signaling a leap toward agentic AI and reasoning-capable computing. On September 22, 2025, Nvidia and OpenAI announced a partnership wherein Nvidia would invest $100 billion into OpenAI, and OpenAI would use Nvidia chips and systems in new data centers. On September 18, 2025, Nvidia announced it would invest $5 billion in Intel, backing the struggling U.S. chipmaker just weeks after the White House arranged a deal for the federal government to take a major stake in the company. China’s internet regulator banned the country’s largest technology companies from buying Nvidia’s artificial intelligence chips as part of efforts to strengthen the domestic industry and compete with the United States.

Huang is asked about the “biggest bottleneck” Nvidia has to deal with.

After Nvidia’s better-than-expected Q4 revenue guidance, analysts and investors will likely ask for more details about that projection and whether the number has grown. Nvidia CEO Jensen Huang and CFO Colette Kress have kicked off the chipmaker’s third-quarter earnings call. “We currently have visibility to a half a trillion dollars in Blackwell and Rubin revenue from the start of this year through the end of calendar year 2026,” CFO Colette Kress says. Kress kicks off the call by reiterating Huang’s “half a trillion” in AI chip orders number that he previously disclosed. Kress adds that Nvidia is helping Meta increase the quality of its services, upping the amount of time people spend on Threads and Facebook.

• Innovative solutions to take on robotics, edge, and vision AI challenges
• For its strength, size and market capitalization, Nvidia has been selected to be one of Bloomberg’s “Magnificent Seven”, the seven biggest companies on the stock market in these regards.
• Davidson has a $250 price target for Nvidia, valuing the stock at 42 times estimated 2026 earnings and implying a jump of about 39%.
• In 1998, the release of the RIVA TNT helped solidify Nvidia’s reputation as a leader in graphics technology.

Nvidia’s Inception Program was created to support startups making exceptional advances in the fields of artificial intelligence and data science. The company’s deep learning technology led to a boost in its 2017 earnings. Huang projected that AI-driven infrastructure would drive Nvidia’s data center revenue to $1 trillion by 2028. the conference’s focus has shifted to various applications of artificial intelligence and deep learning; including self-driving cars, healthcare, high-performance computing, and Nvidia Deep Learning Institute (DLI) training. Nvidia focuses its own resources on product design, quality assurance, marketing, and customer support. On October 29, 2025, Nvidia became the first company to reach a market capitalization of $5 trillion.|”Nvidia’s supply chain basically includes every technology company in the world,” the CEO says. In its all-important data center unit, revenue was $51 billion versus estimates of $49.31 billion. The AI chip maker reported revenue of $57 billion, beating Wall Street’s estimates of $55 billion. DCH drivers cannot be installed over a standard system, and Standard drivers cannot be installed over a DCH system.}

Nvidia’s CFO is detailing the company’s various deals and partnerships.

Scalable data center infrastructure for high-performance AI Modernizing data centers with AI and accelerated computing Additionally, his team is optimistic that Nvidia’s product pipeline, the Blackwell, Blackwell Ultra, and Vera Rubin chips, will help drive growth in 2026. Bank of America believes Nvidia remains undervalued, given its dominance in the AI hardware space.

Nvidia claimed that the chip featured the first-ever quad-core mobile CPU. In November 2011, after initially unveiling it at Mobile World Congress, Nvidia released its ARM-based system on a chip for mobile devices, Tegra 3. On January 10, 2011, Nvidia signed a six-year, $1.5 billion cross-licensing agreement with Intel, ending all litigation between the two companies. On January 5, 2007, Nvidia announced that it had completed the acquisition of PortalPlayer, Inc.

However, Nvidia later clarified that the promise had been a miscommunication and there would be no specific driver update for the GTX 970. Additionally, it was revealed that the card was designed to access its memory as a 3.5 GB section, plus a 0.5 GB one, access to the latter being 7 times slower than the first one. Neura Robotics, 1X Technologies and Vention are among the first companies to use the model. In 2025, Nvidia announced Isaac GR00T N1, an open-source foundation model “designed to expedite the development and capabilities of humanoid robots”. In addition to GPU manufacturing, Nvidia provides parallel processing capabilities to researchers and scientists that allow them to efficiently run high-performance applications. That month Nvidia also partnered with IBM to create a software kit that boosts the AI capabilities of Watson, called IBM PowerAI.

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The company has also expanded into gaming hardware and services, with products such as the Shield Portable, Shield Tablet, and Shield TV, and operates the GeForce Now cloud gaming service. As a result, as of 2025, Nvidia controlled more than 80% of the market for GPUs used in training and deploying AI models, and provided chips for over 75% of the world’s TOP500 supercomputers. In the early 2000s, the company invested over a billion dollars to develop CUDA, a software platform and API that enabled GPUs to run massively parallel programs for a broad range of compute-intensive applications. The company’s product lines include GeForce GPUs for gaming and creative workloads, and professional GPUs for edge computing, scientific research, and industrial applications.

Huang shouts out Nvidia’s supply chain.

In late 1992, the three men agreed to start the company in a meeting at a Denny’s roadside diner on Berryessa Road in East San Jose. In 2023, Nvidia became the seventh U.S. company to reach a US$1 trillion valuation. As of pin up aviator the first quarter of 2025, Nvidia held a 92% share of the discrete desktop and laptop GPU market. NVIDIA does extensive testing across the top creative applications to ensure the highest levels of performance, stability, and functionality.

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In February 2024, it was reported that Nvidia was the “hot employer” in Silicon Valley because it was offering interesting work and good pay at a time when other tech employers were downsizing. From 2023 to 2024, the company reportedly hired at least four government affairs with professional backgrounds at agencies including the United States Department of State and the Department of the Treasury. On September 26, 2023, Denny’s CEO Kelli Valade joined Huang in East San Jose to celebrate the founding of Nvidia at Denny’s on Berryessa Road, where a plaque was installed to mark the relevant corner booth as the birthplace of a $1 trillion company. In September 2023, Getty Images announced that it was partnering with Nvidia to launch Generative AI by Getty Images, a new tool that lets people create images using Getty’s library of licensed photos. In March 2022, Nvidia’s CEO Jensen Huang mentioned that they were open to having Intel manufacture their chips in the future. Also in October 2020, along with the release of the Nvidia RTX A6000, Nvidia announced it is retiring its workstation GPU brand Quadro, shifting its product name to Nvidia RTX for future products and the manufacturing to be Nvidia Ampere architecture-based.

On December 14, 2005, Nvidia acquired ULI Electronics, which at the time supplied third-party southbridge parts for chipsets to ATI, Nvidia’s competitor. In December 2004, it was announced that Nvidia would assist Sony with the design of the graphics processor (RSX) for the PlayStation 3 game console. Due to the success of its products, Nvidia won the contract to develop the graphics hardware for Microsoft’s Xbox game console, which earned Nvidia a $200 million advance. In late 1999, Nvidia released the GeForce 256 (NV10), its first product expressly marketed as a GPU, which was most notable for introducing onboard transformation and lighting (T&L) to consumer-level 3D hardware. In 1998, the release of the RIVA TNT helped solidify Nvidia’s reputation as a leader in graphics technology. Nvidia had also entered into a partnership with Sega to supply the graphics chip for the Dreamcast console and worked on the project for about a year.

If you’re an AI bull that believes in the productivity gains that will be unlocked, you might be OK with waiting a long time for that to materialize. The companies have said that the first phase of the partnership is “targeted to come online in the second half of 2026 using Nvidia’s Vera Rubin platform.” Analysts may want an update on the plan’s progress. OpenAI plans to construct “at least 10 gigawatts” of AI data centers using Nvidia systems. After Huang hyped up the Rubin architecture in Nvidia’s last earnings call, the chipmaker unveiled its new Rubin CPX in September. Emarketer analyst Jacob Bourne told Business Insider that “Nvidia delivered another blockbuster quarter.” However, he said concerns remain about whether Nvidia can meet demand for its AI deployments. Thomas Monteiro, senior analyst at Investing.com, says Nvidia’s report indicates that the AI revolution “is nowhere near its peak,” both from a market demand and production supply chain perspective.