NVIDIA Corporation
- 業種
- AI Chips
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 1999年1月22日
- 従業員数
- 42,000
- 公式サイト
- www.nvidia.com
総合バリュエーションレンジ · 保守的 $75–$95 / 妥当 $110–$140 / 楽観的 $180–$220。$196.51 時点で 楽観的な本源的価値レンジ内 · 多くの期待を織り込み済み。
レポート公開時 $219.98（2026年5月22日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
NVIDIA Corporation operates as a data center scale AI infrastructure company in the United States, Taiwan, China, Hong Kong, Europe, and internationally. It operates through Compute & Networking, and Graphics segments. The Compute & Networking segment provides data center accelerated computing and networking platforms and artificial intelligence solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment offers GeForce GPUs for gaming and PCs; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers, and other ecosystem participants. NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California.
沿革
NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California; founder Jensen Huang has served as CEO since 1993, and the company completed its IPO on January 22, 1999. It runs a fabless model and operates through two reporting segments, Compute & Networking and Graphics. Once known mainly as a gaming graphics-card maker, NVIDIA has evolved from selling individual chips into selling a full-stack accelerated-computing platform that bundles GPUs, CPUs, networking, systems and software, with data-center AI infrastructure now at its core. The company employs about 42,000 people.
業界での地位
NVIDIA is a data-center-scale AI infrastructure platform: in FY2026 total revenue reached about US$215.9 billion, with data-center revenue of about US$193.7 billion making up roughly 89.7% of the total, the Compute & Networking segment at about US$193.5 billion and Graphics at about US$22.5 billion. Its moat extends beyond raw chip speed to the CUDA and CUDA-X software ecosystem (over 6 million developers as of GTC 2026 and more than 6,000 supported applications), system co-design across GPU, CPU, NVLink and networking, and high customer switching costs. As a fabless company it relies on partners such as TSMC, Samsung and SK hynix. It competes with AMD, Intel and Huawei, with cloud providers such as Alphabet, Amazon and Microsoft developing in-house chips and Broadcom on the networking side; the company has stated it is effectively foreclosed from China's data-center compute market.