NVIDIA designs and manufactures graphics processing units (GPUs) and computing platforms used for gaming, data centers, and artificial intelligence. These products work by using parallel processing to handle complex mathematical calculations much faster than standard computer processors, supported by a software ecosystem that allows developers to build and run AI models. Unlike competitors that may focus solely on hardware, NVIDIA integrates its chips with specialized software and cloud services to create a complete environment for high-performance tasks. The company’s goal is to provide the underlying technology necessary to power advanced computing, from realistic video game graphics to autonomous vehicles and large-scale data analysis.
Company Size
10,001+
Company Stage
IPO
Headquarters
Santa Clara, California
Founded
1993
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Roundtable 100 analysts ranked Ambiq Micro, a 16-year-old chipmaker with a $1.6 billion market cap, 61 places above NVIDIA this week. Ambiq secured fifth place with a score of 63 out of 100, whilst NVIDIA placed 68th with a score of 23, despite rising 17 places. The rankings, published with TheStreet, assess publicly traded technology growth assets based on team, safety, value, innovation, and market dominance. Analysts prioritise future growth potential rather than current market position. NVIDIA, a 33-year-old company with a market cap exceeding $5.5 trillion, has become the world's most valued company through the AI boom. However, the analysts suggest companies already at their peak have limited scope for high scores in future growth rankings. The Roundtable 100 updates rankings every Friday, evaluating dynamic technology companies across various sectors.
Nebius shares have surged 181% this year to $235.88, driven by a $27 billion five-year deal with Meta and a $2 billion equity investment from NVIDIA. The AI cloud company holds a $37.5 billion backlog and reported second-quarter revenue growth of 454%. However, significant risks remain. Three customers account for 59% of revenue, and the company faces capital expenditure guidance of $20-25 billion. Convertible notes carry a fair value of $20.8 billion, creating substantial dilution risk. Second-quarter capex of $5.66 billion far exceeded operating cash flow of $2.25 billion. Management expects over $9 billion in customer prepayments this year, with recent deals covering 50-60% of associated capex. Analysts see 20% upside to $284, but the stock trades 21% below its 52-week high. Execution remains critical as the company must convert deployed capacity into revenue before its next financing round.
CScale launched, announcing $145 million in Series C funding to accelerate development and commercialization of optical interconnect for AI scale-up.
Backed by Atreides Management and Valor Equity Partners, Premji Invest, and Sutter Hill Ventures, CScale is building resilient optical interconnect for AI scale-up
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