“Nvidia’s supply chain basically includes every technology company in the world,” the CEO says. In its all-important data center unit, pin up aviator 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.
H20 production halt (
Search all GeForce drivers by providing your system information. The production suspension occurred as Nvidia was developing the B30A, a new chip based on its Blackwell architecture intended to succeed the H20 in the Chinese market. Prior to the production halt, Nvidia had placed substantial orders for the H20, including 300,000 units from TSMC in July 2025, driven by strong demand from Chinese technology companies. In August 2025, Nvidia ordered suppliers to halt production of its H20 AI chip following Chinese government directives warning domestic companies against purchasing the processor due to security concerns. Linus Sebastian, of Linus Tech Tips, titled the episode of his weekly WAN Show, “NVIDIA might ACTUALLY be EVIL…” and was highly critical of the company’s move to dictate specific outcomes of technology reviews. The card’s back-end hardware specifications, initially announced as being identical to those of the GeForce GTX 980, differed in the amount of L2 cache (1.75 MB versus 2 MB in the GeForce GTX 980) and the number of ROPs (56 versus 64 in the 980).
- Suddenly, the companies pouring tens of billions into AI — and getting the benefit of the doubt for their efforts — are feeling the heat.
- High performance, scalability, and security for every data center
- Nvidia needed only 180 days to get to $2 trillion from $1 trillion, while the first two companies, Apple and Microsoft, each took over 500 days.
However, when Microsoft introduced the DirectX platform, it chose not to support any other graphics software and announced that its Direct3D API would exclusively support triangles. It became the first company in the world to surpass US$4 trillion and US$5 trillion milestones in market capitalization in 2025, driven by rising global demand for data center hardware in the midst of the AI boom. In addition to access to capital for certain companies, the company says energy bottlenecks could ultimately “delay customer deployments or reduce the scale of accelerated computing and AI adoption.” However, the company failed to disclose that it was a “significant element” of its revenue growth from sales of chips designed for gaming, the SEC further added in a statement and charging order. The Nvidia GeForce Partner Program was a marketing program designed to provide partnering companies with benefits such as public relations support, video game bundling, and marketing development funds.
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Huang made headlines at Nvidia’s October GTC conference when he said that the company already has $500 billion in chip orders for the combined 2025 and 2026 period, including orders for its Rubin chip. It’s been a busy year for Nvidia, which has announced deals, investments, and partnerships with a slew of AI startups and more established companies. “We are not assuming any data center compute revenue from China in Q4,” Kress says, talking about Nvidia’s outlook for the current quarter.
Kress says Blackwell “gained further momentum in Q3.”
The announcement also introduced Isaac GR00T N1 (humanoid robotics model), Cosmos (synthetic training data AI), and the Newton physics engine, developed in collaboration with DeepMind and Disney Research. It originated in 2009 in San Jose, California, with an initial focus on the potential for solving computing challenges through GPUs. Nvidia’s shares traded at over $531 per share, and its market capitalization was valued at over US$328.7 billion in January 2021.
GTX 970 hardware specifications advertising dispute
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.
Nvidia earnings recap: Stock pops after revenue beat as CEO bats down ‘a lot of talk about an AI bubble’
For the fiscal year 2020, Nvidia reported earnings of US$2.796 billion, with an annual revenue of US$10.918 billion, a decline of 6.8% over the previous fiscal cycle. It is expected to feature “tens of petabytes of data infrastructure powered by VAST, along with thousands of Nvidia Blackwell GPUs and Nvidia network processors.” This “circularity” is estimated at $35 billion in new Nvidia chips bought by OpenAI, for every $10 billion Nvidia invests in OpenAI. The deal is a circular arrangement where OpenAI will pay back Nvidia’s investment through the purchase of Nvidia’s chips, which is a model common in AI partnerships. OpenAI will build new AI data centers using Nvidia systems, amounting to at least 10 gigawatts system power, which is the equivalent of energy produced by more than four Hoover Dams. The CAC instructed companies this week to end both testing and orders of the RTX Pro 6000D, which Nvidia had designed as a tailor-made product for China, according to three people with knowledge of the matter.
Nvidia CFO confirms $500 billion in Blackwell and Rubin orders for combined 2025-2026.
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.
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.
- 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.
- In 1998, the release of the RIVA TNT helped solidify Nvidia’s reputation as a leader in graphics technology.
- Davidson has a $250 price target for Nvidia, valuing the stock at 42 times estimated 2026 earnings and implying a jump of about 39%.
- However, the company failed to disclose that it was a “significant element” of its revenue growth from sales of chips designed for gaming, the SEC further added in a statement and charging order.
- Innovative solutions to take on robotics, edge, and vision AI challenges
“But we do believe, if we look at working again on cost improvement, cycle time, and mix, that we will work to try and hold at our gross margins in the mid 70s,” she adds. “People think that inference is one shot, and therefore it’s easy. Anybody could approach the market that way. But it turns out to be the hardest of all, because thinking, as it turns out, is quite hard,” Huang says. The firm also topped fourth-quarter sales forecasts, projecting $65.0 billion in revenue compared to estimates of $61.98 billion. The stock jumped 3% after hours following the results and ticked higher still during the company’s call with analysts. Nvidia’s earnings are in — and Wall Street breathed a collective sigh of relief at better-than-expected revenue and guidance.
Web drivers are required to enable graphics acceleration and multiple display monitor capabilities of the GPU. In May 2018, on the Nvidia user forum, a thread was started asking the company to update users when they would release web drivers for its cards installed on legacy Mac Pro machines up to mid ,1 running the macOS Mojave operating system 10.14. In May 2011, it was announced that Nvidia had agreed to acquire Icera, a baseband chip making company in the UK, for $367 million. In July 2008, Nvidia took a write-down of approximately $200 million on its first-quarter revenue, after reporting that certain mobile chipsets and GPUs produced by the company had “abnormal failure rates” due to manufacturing defects. In December 2000, Nvidia reached an agreement to acquire the intellectual assets of its one-time rival 3dfx, a pioneer in consumer 3D graphics technology leading the field from the mid-1990s until 2000. Keep your PC up to date with the latest NVIDIA drivers and technology.
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.
By the time the RIVA 128 was released in August 1997, Nvidia had only enough money left for one month’s payroll. However, Irimajiri believed in Nvidia’s potential and persuaded Sega’s management to invest $5 million into the company. Nvidia’s first graphics accelerator, the NV1, was designed to process quadrilateral primitives (forward texture mapping), a feature that set it apart from competitors, who preferred triangle primitives. After the company outgrew Priem’s townhouse, its original headquarters office was in Sunnyvale, California.
Nvidia says energy could be a bottleneck for AI adoption
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.
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.}
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.
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.
On December 10, 2020, Nvidia told YouTube tech reviewer Steven Walton of Hardware Unboxed that it would no longer supply him with GeForce Founders Edition graphics card review units. First announced in a blog post on March 1, 2018, it was canceled on May 4, 2018. The agreed upon refund represents the portion of the cost of the storage and performance capabilities the consumers assumed they were obtaining when they purchased the card.