Fall 2026
Posted on 8/19/2026
Designs GPUs and AI HPC platforms
$20 - $71/hr
Company Historically Provides H1B Sponsorship
Santa Clara, CA, USA
In Person
Bachelor's, Master's, PhD
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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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Company Equity
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International Business Machines Corporation announced a multi-year $240 million agreement with Together AI to deploy NVIDIA HGX B300 systems on IBM Cloud. Days later, IBM joined OpenAI's elite partner tier, embedding frontier models into IBM Consulting Advantage. IBM's second quarter revenue reached $17.2 billion, missing Wall Street estimates and prompting management to trim full-year revenue growth guidance to 4–5%. The company generated $4.8 billion in first-half free cash flow. NVIDIA reported first quarter fiscal 2027 revenue of $81.6 billion, up 85% year-over-year, driven by $75.2 billion in Data Centre revenue. The company maintained a 75% non-GAAP gross margin and generated $48.5 billion in quarterly free cash flow. IBM is positioning itself as an enterprise AI integrator, whilst NVIDIA continues dominating AI hardware infrastructure.
Poolside AI has struck a $6 billion non-exclusive licensing deal with Nvidia, according to a letter to investors obtained by Newcomer. The AI model-building startup also raised $1 billion from Nvidia at a $12 billion pre-money valuation. The dual transaction represents one of the largest deals in the AI sector. Nvidia's licensing agreement gives it access to Poolside's technology, whilst the investment cements a strategic partnership between the two companies. Details about the specific technology being licensed or terms of the agreement were not disclosed. The deal underscores the growing value of AI model developers as large tech companies seek to expand their capabilities.
Nvidia trades at 32.1 times trailing adjusted earnings, a multiple that deters some investors. However, consensus forecasts suggest this drops to 17.1 times by fiscal 2028, representing a 47% reduction without any share price movement. Reaching this valuation requires revenue growth of about 49.1% annually over two years. Management indicated the constraint is capacity rather than demand, having raised total supply commitments to $145 billion and prepaid for expanded US packaging capacity. Blackwell systems are shipping, with supply constraints expected throughout Vera Rubin's production life starting fiscal Q3 2027. Thirty analysts forecast fiscal 2028 earnings ranging from $9.81 to $14.85 per share. The investment case hinges on execution rather than AI debate, with the next test coming August 26 when fiscal Q2 2027 results are reported against $91 billion revenue guidance.
Billionaire investor David Tepper of Appaloosa Management has been adding positions in several "Magnificent Seven" technology stocks, including Amazon, Meta Platforms, Alphabet, and Nvidia. The hedge fund manager, worth an estimated $23.7 billion, simultaneously sold memory stocks during the period. Amazon represents over 15% of Tepper's portfolio. The company's cloud computing unit AWS grew revenue 37% year-over-year in Q2, its fastest growth in four and a half years. Its e-commerce business benefits from investments in robotics and AI, whilst its digital advertising business continues expanding rapidly. Tepper also acquired Meta Platforms shares aggressively. The company trades at a forward price-to-earnings ratio of 16 times 2027 analyst estimates, despite growing revenue 28% in Q2. Meta is beginning to introduce advertisements to its Threads and WhatsApp platforms.
Mark Cuban posted on X that "Chips as an asset class will be the new crypto", a cryptic statement that drew over 1.2 million views within a day. The comment, made on 15 August, offered no specifics on investment vehicles, timelines, or which chips he meant. The statement can be read as either warning or praise. Commentators linked it to two trends: scarcity of AI accelerators and the financialisation of chips through GPU leasing and chip-backed financing. Cuban previously sold 98% of his Bitcoin near $88,000 and has been associated with collapsed projects TITAN and Voyager. His crypto endorsements may serve as cautionary signals. NVIDIA reported Data Centre revenue of $75.25 billion in its latest quarter, up 92% year over year. CoreWeave secured a $2.6 billion GPU-backed loan with a $104 billion backlog, exemplifying the trend towards treating chips as financial assets.