NVIDIA Corporation
NVDAleaderNVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.
Productos e Ingresos
Participación de Ingresos por Producto
Desglose de Ingresos ($130.5B)
Datos estáticos (cargando finanzas en tiempo real…)
Composición de segmentos y clientes principales
Detalles del producto
Data-center AI training and inference accelerators based on the Hopper architecture
Next-generation Blackwell-architecture data-center GPUs for large-language-model workloads
Consumer and professional gaming GPUs
InfiniBand and Ethernet switches, NICs, and DPUs for data-center interconnects
DRIVE Orin and Thor SoCs for autonomous vehicles and robotics
Pipeline de I+D
Next-gen GPU with 288GB HBM3e and 1.5x the Blackwell B200 performance. Targets 2025 data-center deployments for hyperscalers.
Post-Blackwell architecture with NVLink 6, next-gen HBM4 memory, and enhanced transformer-engine for future LLM training workloads.
Full rack-scale AI supercomputer combining 72 Blackwell GPUs with NVLink switches. Available now to hyperscalers; backlog extends into 2026.
Physical AI and robotics simulation platform using video-generative world foundation models for training autonomous vehicles and industrial robots.
2000 TOPS automotive compute platform for level 4 autonomous driving. Replacing Orin in next-gen vehicle platforms at Mercedes, BYD.
Relaciones en la Cadena de Suministro
Proveedores Clave
Wafer fabrication for all NVIDIA GPUs
Impacto: Critical — sole advanced-node foundry
HBM3e memory for H100/H200
Impacto: High — secondary HBM supplier
HBM3e memory modules
Impacto: High — primary HBM supplier
HBM3e, GDDR6X memory
Impacto: Medium — third HBM supplier
Clientes Clave
Azure AI GPU clusters
Impacto: $15B+ annually
Google Cloud AI infrastructure
Impacto: $8B+ annually
AWS GPU instances
Impacto: $10B+ annually
LLM training clusters
Impacto: $12B+ annually
Oracle Cloud GPU infrastructure
Impacto: $4B+ annually
Training GPUs for FSD
Impacto: $2B+ annually
Contexto macro y de mercado
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Resumen macro
NVIDIA is the primary beneficiary of the AI infrastructure supercycle. Hyperscaler capex commitments of $320B+ in 2026 drive GPU demand that exceeds supply through at least H1 2026. Interest rate cuts reduce cost of capital for AI infrastructure investment, further accelerating spend.
Vientos de cola para NVDA
- ▲Hyperscaler AI capex at record highs: Microsoft $80B, Meta $65B, Google $75B, Amazon $105B in FY2026
- ▲Inference demand growing faster than training — Blackwell NVL72 rack-scale systems address this directly
- ▲Sovereign AI: governments building national AI infrastructure (UAE, Saudi, Japan, France) — new demand source
- ▲Interest rate cuts reduce cost of capital for long-duration AI infrastructure projects
- ▲Export restrictions on China accelerate US/Europe AI buildout to compensate
Factores de riesgo para NVDA
- ▼US export controls on H20/H100 to China (~$5-8B annual revenue at risk)
- ▼TSMC advanced node capacity constraints limit upside (CoWoS packaging bottleneck)
- ▼Rising competition from custom silicon (Google TPU v5, Amazon Trainium, Microsoft Maia) in hyperscaler inference
- ▼AMD MI300X gaining traction in inference — price competition risk on commoditized inference workloads
- ▼Valuation premium (30x+ forward PE) leaves little room for execution miss
Próximos catalizadores
Problemas de cadena de suministro
TSMC CoWoS-L 캐파 확충에도 GB300 수요가 공급을 3~4배 초과. Blackwell 출하 대기 기간 14~18주로 연장.
Foxconn·Flextronics와 협력, 멕시코 과달라하라에 AI 서버 최종조립 라인 확충. USMCA 적용으로 관세 25% 회피.
미 상무부, H20 칩 대중 수출 추가 제한 검토 중. NVDA 중국 매출 비중 약 13%로 하향 리스크.
Señales Institucionales
| Institución | Acción | Valor | Trimestre | Fecha de presentación |
|---|---|---|---|---|
| BlackRock | accumulating | $6.2B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $229M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $442M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $7.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $4.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $81.0B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $65.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $5.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $7.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $3.3B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $6.1B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $81M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $23.4B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $874M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $527M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $2.5B | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $579M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $148M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $4.8B | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $7M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $124K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $865K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $49K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $3M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $20M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $20M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $114M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $8M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $618K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $10M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $66M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $9.8B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $7.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $13K | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $11M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $2.1B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $25.6B | 2025.12 | 2026-01-29↑ |
| Vanguard Group | accumulating | $378.0B | 2025.12 | 2026-01-29↑ |
| State Street | accumulating | $184.9B | 2025.12 | 2026-02-13↑ |
| Wellington Management | accumulating | $22.3B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $467K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $757M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $322M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $222M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $222M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $246M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $1.4B | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $54K | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $36M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $665M | 2025.12 | 2026-02-17↑ |
| Wellington Management | accumulating | $18K | 2025.12 | 2026-02-17↑ |
| Third Point LLC | accumulating | $550M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $126.8B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | reducing | $54M | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $27.7B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $15.6B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $1.9B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $8.9B | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $187M | 2025.12 | 2026-02-17↑ |
Propiedad institucional
Base 13F · Q4 2025| Institución | Cambio | % participación | Trim. anterior | Acciones | Valor | SEC |
|---|---|---|---|---|---|---|
| Vanguard | Mantenida | 7.30% | — | 4400.0M acciones | $180,000M | 13F |
| BlackRock | Mantenida | 5.70% | — | 3400.0M acciones | $140,000M | 13F |
| Goldman Sachs AM | Aumentada | 0.15% | — | 92.0M acciones | $3,800M | 13F |
Últimas noticias
Análisis IA
Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de NVIDIA Corporation impulsado por IA.
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Información de la Empresa
Puntuación de Brecha Informativa
Actividad Institucional
95
Puntuación de Medios
98
Posición en Cascada
Rol en la Cascada
leader
Retraso Típico
0 (trigger)
NVIDIA's data-center guidance is the single most important demand signal for AI chips, HBM memory, and advanced packaging.
Ver Cascada CompletaEstado del sector — 반도체
Noticias del sectorWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Temas clave
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Próximos catalizadores
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표