+ Equity
On-site in Santa Clara, California.
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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Gecko Robotics has partnered with Nvidia to develop safety protocols for AI-powered robots operating in critical infrastructure and military applications. The collaboration focuses on the Open Agent Safety Platform, which aims to keep humans in control whilst enabling AI agents to gather data and direct robotic actions. Gecko Robotics CEO Jake Loosararian emphasised the importance of establishing proper safeguards as AI systems increasingly interact with physical infrastructure. The company describes itself as one of the largest deployers of robotics in real-world settings, with operations affecting critical infrastructure including energy facilities and military assets. The partnership seeks to enable safe deployment of agentic AI tools whilst maintaining human oversight, particularly in high-stakes environments where AI errors could cause significant physical damage or security risks.
China is reportedly considering allowing ByteDance and Alibaba to purchase Nvidia's banned RTX Pro 5500 gaming chips, which could be used to power AI models. ByteDance plans to order 1 million chips if approved, securing two quarters of projected sales for Nvidia. Nvidia CEO Jensen Huang has become increasingly influential with President Trump on AI policy. Treasury Secretary Scott Bessent confirmed Trump is "completely aligned with Jensen Huang." Critics worry Nvidia's profit motivations may be steering Trump's thinking on AI regulation. Trump initially tightened export controls but reversed course after meeting Huang at Mar-a-Lago, later lifting restrictions on H200 chips. Neither the US nor China discussed slowing AI development at their recent summit, despite concerns from lawmakers and national security experts about potential risks.
Intel reported revenue of $52.9 billion for fiscal year 2025, a slight decline of 0.5% year-on-year, whilst posting a net loss of $267 million. The company is shifting strategy to manufacture chips for external designers through its new foundry model, though shareholder litigation over a government equity deal remains a concern. Nvidia reported revenue of $215.9 billion for the fiscal year ended January 2026, up 65.5% year-on-year, with net income of $120.1 billion. The company dominates the market for graphics processing units used in AI infrastructure but faces risks from customer concentration and export controls. Intel's debt-to-equity ratio stood at 0.4x with negative free cash flow of $4.9 billion. Nvidia maintained a debt-to-equity ratio of 0.1x with free cash flow of $96.7 billion.
Nvidia launched a platform designed to keep autonomous AI agents within set operational boundaries, adding a security layer to its infrastructure business. Shares rose 3% on Monday morning. The platform offers two control mechanisms. OpenShell restricts which files, networks, and tools an agent can access. Sentry operates independently on BlueField-4 hardware, monitoring for rule violations and isolating agents within milliseconds if needed. The company is positioning the combination across software, data centres, and robotics applications. The investor thesis centres on free security software potentially drawing more customers into Nvidia's ecosystem, ultimately increasing demand for its processors and networking hardware. Nvidia has not disclosed separate revenue targets for the platform. The company's GF Score stands at 96 out of 100, reflecting strong profitability and growth metrics.
Nvidia CEO Jensen Huang called OpenAI "one of the most consequential companies in history" in a CNBC interview on Monday, praising its leadership and research capabilities. He described working with the AI startup as "a real privilege". Huang's comments followed OpenAI's absence from the roughly 100 companies supporting Nvidia's newly launched OpenShell, an open-source safety platform for AI agents. However, Huang said OpenAI could "use whatever part" of OpenShell it wants. The Nvidia chief described himself as "a responsible optimist" and argued that AI development and safety are complementary rather than competing priorities. He warned against regulatory approaches that could "suffocate the industry" whilst AI continues developing. Nvidia's board authorised a $150 billion increase to its share repurchase programme, bringing total remaining authorisation to $235 billion.