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Research Brief

NVIDIA

nvidia.com
88ICP
Semiconductors / AI ComputingSanta Clara, CAFounded 1993
88
ICP Score
Strong Fit

Dominant AI infrastructure player with exceptional growth. High demand creates selective vendor relationships.

Industry
Semiconductors / AI Computing
Team Size
29,600+
Est. Revenue
$60.9B (FY24)
Website
nvidia.com

Key People

JH
Jensen Huang
Founder & CEO
CK
Colette Kress
CFO
DS
Debora Shoquist
EVP Operations

Discovery Questions

Tailored questions to ask on your call, based on research findings:

  1. 1

    How is NVIDIA managing demand allocation for Blackwell GPUs given supply constraints?

  2. 2

    With NVIDIA AI Enterprise, how are you approaching enterprise software revenue?

  3. 3

    What's the Omniverse strategy for industrial digital twins?

  4. 4

    How do you evaluate ecosystem partners that complement NVIDIA platforms?

Talking Points

  • 1

    Jensen Huang is deeply technical and involved in strategy - technical depth matters in any pitch

  • 2

    GPU supply constraints mean NVIDIA is selective - being a valuable ecosystem partner helps

  • 3

    Software stack (CUDA, TensorRT) is as important as hardware - developer tools matter

  • 4

    AI Enterprise and Omniverse show expansion beyond chips into platforms

About

NVIDIA is the world's leading designer of graphics processing units (GPUs) and has become the dominant AI chip provider. The company's GPUs power AI training and inference for major tech companies and cloud providers. Data center revenue now exceeds gaming as the primary growth driver.

Data Center GPUs (H100, B100)Gaming GPUs (GeForce)NVIDIA AI EnterpriseDGX SystemsOmniverseAutomotive AI

Target market: AI researchers, cloud providers, enterprises building AI, gamers, and automotive companies

Tech Stack

Hardware

H100 GPUB100 BlackwellDGX SuperPOD

Software

CUDATensorRTTriton Inference Server

Platforms

NVIDIA AI EnterpriseOmniverseDRIVE

Networking

InfiniBandNVLinkSpectrum-X

Hiring Signals

Open Roles
1100
Growth
High

By Department

Engineering
680
Research
180
Sales
120
Operations
80
Marketing
40

Primary Focus: Expanding Engineering team

Recent News

NVIDIA becomes world's most valuable company at $3.5T market cap2024-06-18
Blackwell B100 GPU production ramps with $4B in Q4 revenue2024-11-20
NVIDIA reports 122% YoY revenue growth driven by AI demand2024-08-28

Competitive Landscape

AMD
Intel
Google TPU
Amazon Trainium
Microsoft

This research brief is generated for demonstration purposes.NVIDIA is a trademark of its respective owner. Prepd is not affiliated with NVIDIA.

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