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Semiconductors · AI & compute

NVIDIA

NASDAQ: NVDA · United States

NVIDIA sells the compute that everything else in AI is built on, and CUDA is why the customers who most want an alternative keep not switching. The company appears under both semiconductors and AI compute because it is no longer really a chip business: the data centre segment alone dwarfs everything it sold in its first two decades.

NVIDIA Revenue (USD m) by period. Q2 26: 96,221. +105.9% year on year.
PeriodRevenue (USD m)Source
Q2 2546,743NVIDIA Q2 FY2027 results, year-ago column
Q3 2557,006NVIDIA Q4 FY2026 results, prior-quarter column
Q4 2568,127NVIDIA Q4 FY2026 results
Q1 2681,615NVIDIA Q2 FY2027 results, prior-quarter column
Q2 2696,221NVIDIA Q2 FY2027 results
NVIDIA Revenue (USD m) by period. Q2 26: 96,221. +105.9% year on year.

Source: NVIDIA Q2 FY2027 results

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