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NVDANasdaq
NVIDIA CORP
Semiconductors & Related Devices · DE · CIK 1045810
NVIDIA provides accelerated computing and AI infrastructure, reshaping industries with its hardware, software, and platform strategy
red 8-K · 90d🔥 High media attention
$4.97T
Market cap
$194.97
Last close
+1.3%
1D
-6.6%
5D
148.8M
Volume
Price · last 39 sessions-1.8%
May 4L $192.53 · H $235.74Jun 29
111
Total filings
Jun 18, 2026
Last filing
01/31
Fiscal year end
DEFA14ADEFA14AMay 12, 2026DEFA14ADEFA14AMay 13, 2025DEFA14ADEFA14AMay 14, 2024DEFA14ADEFA14AMay 8, 2023DEFA14ADEFA14AApr 20, 2022DEFA14APROXY SUPPLEMENTMay 21, 2021DEFA14ADEFA14AApr 23, 2021DEFA14ADEFA14AApr 29, 2020
Insider Activity
In the 90 days to Mar 20, 2026: 6 sold $269.7M.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 20, 2026 | Stevens Mark ADirector | Sell | 121,682 | $174.57 | $21.2M |
| Mar 20, 2026 | Stevens Mark ADirector | Sell | 100,000 | $172.61 | $17.3M |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 18,020 | $175.78 | $3.2M |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 10,264 | $172.71 | $1.8M |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 4,212 | $176.83 | $745K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 4,225 | $174.73 | $738K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 4,156 | $175.79 | $731K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 3,876 | $175.82 | $681K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 3,307 | $173.63 | $574K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 2,396 | $172.71 | $414K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 2,339 | $172.71 | $404K |
| Mar 20, 2026 | Robertson Donald F JrPrincipal Accounting Officer | Sell | 2,100 | $175.79 | $369K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 1,907 | $177.51 | $339K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 1,316 | $174.75 | $230K |
| Mar 20, 2026 | Robertson Donald F JrPrincipal Accounting Officer | Sell | 1,196 | $172.58 | $206K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 1,051 | $174.73 | $184K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 1,034 | $176.83 | $183K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 999 | $176.83 | $177K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 765 | $173.63 | $133K |
| Mar 20, 2026 | Kress ColetteEVP & Chief Financial Officer | Sell | 734 | $173.63 | $127K |
Open-market buys & sells (Form 4, transaction codes P/S). Source: SEC structured insider data.
What Changed
Risk factors · Feb 26, 2025 → Feb 25, 202670 added · 72 removed between the two most recent 10-Ks. The risks a company starts — or stops — disclosing are often the story.
Newly disclosed
- On September 15, 2025, China’s antitrust regulators published their preliminary finding that our compliance with applicable U.S. export controls, which required us to offer degraded products to the Chinese market, discriminated unfairly against customers in the China market and therefore violated the terms of China’s approval of our Mellanox acquisition.
- As a result, any H200 shipped under the new licensing program will be subject to a 25% tariff upon importation into the United States. 26 Table of Contents In the event that we are able to sell licensed products into the China market, we may not be able to pass along all or any of the tariff to our customers, and may be subject to litigation, increased costs, and a harmed competitive position.
- The availability of data centers, energy, and capital to support the buildout of NVIDIA AI infrastructure by our customers and partners is crucial, and any shortage of these and other necessary resources could impact our future revenue and financial performance.
- If regulators conclude that we have failed to fulfill the terms of our Mellanox acquisition or we have violated any applicable law in China, we could be subject to financial penalties, restrictions on our ability to conduct our business, restrictions or other orders regarding our networking business, products, and services, or otherwise impact our operations in China, any of which could have a material and adverse impact on our business, operating results and financial condition.
- In October 2023, the USG announced new and updated licensing requirements for exports to China and Country Groups D:1, D:4, and D:5 (including but not limited to, Saudi Arabia, the United Arab Emirates, and Vietnam, but excluding Israel) of our products exceeding certain performance thresholds, including, but not limited to, the A100, A800, H100, H800, L4, L40, L40S RTX 4090, GB200 NVL72, and B200.
- In April 2025, the USG informed us that it requires a license for export to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein, of our H20 integrated circuits and any other circuits achieving the H20’s memory bandwidth, interconnect bandwidth, or combination thereof.
- As of the end of fiscal year 2026, we were effectively foreclosed from competing in China's data center computing/compute market, and our effective foreclosure from the China market helped our competitors build larger developer and customer ecosystems to challenge us worldwide.
- In January 2025, the USG published the AI Diffusion IFR in the Federal Register.
- As a result of these requirements, we incurred a $4.5 billion charge in the first quarter of fiscal year 2026 associated with H20 for excess inventory and purchase obligations, as the demand for H20 products diminished.
- In July 2023, the USG also informed us of an additional licensing requirement for a subset of A100 and H100 products destined to certain customers and other regions, including some countries in the Middle East.
- These limitations could delay customer and partner deployments or reduce the scale of accelerated computing and AI adoption.
- The AI Diffusion IFR would have divided the world into three tiers, relegating most countries to “Tier 2” status, and wou
No longer disclosed
- For example, in fiscal year 2023, a defect was identified in a third-party component embedded in certain Data Center products.
- For fiscal year 2025, an indirect customer which primarily purchases our products through system integrators and distributors, including through Customer B, is estimated to represent 10% or more of total revenue, attributable to the Compute & Networking segment.
- Information contained on our website or in our annual Sustainability Report is not incorporated by reference into this or any other report we file with the Securities and Exchange Commission, or the SEC.
- For example, regulators in China are investigating whether complying with applicable U.S. export controls discriminates unfairly against customers in the China market.
- GPU-accelerated computing is inherently more energy efficient than traditional computing for many workloads because it is optimized for throughput, performance per watt, and certain AI workloads.
- As of the end of fiscal year 2025, we had approximately 36,000 employees in 38 countries; 27,100 were engaged in research and development and 8,900 were engaged in sales, marketing, operations, and administrative positions.
- We continue to have a strong presence on the Green500 list of the most energy-efficient systems—we powered 8 of the top 10 most energy efficient systems, including the top supercomputer, on the November 2024 Green500 list.
- As of the end of fiscal year 2025, our global workforce was 78% male, 21% female, and 1% not declared, with 6% of our workforce in the United States composed of Black or African American and Hispanic or Latino employees.
- By the end of fiscal year 2026, we also aim to engage manufacturing suppliers comprising at least 67% of NVIDIA’s scope 3 category 1 GHG emissions with the goal of effecting supplier adoption of science-based targets.
- We committed to purchase or generate enough renewable energy to match 100% of our global electricity usage for offices and data centers under our operational control starting with our fiscal year 2025.
- We offer enterprise customers NVIDIA DGX Cloud services, which include cloud-based infrastructure, software and services for training and deploying AI models.
- During the third quarter of fiscal year 2023, the USG announced export restrictions and export licensing requirements targeting China’s semiconductor and supercomputing industries.
In the News
🔥 High media attentionCoverage (30d): 51 reputable articles · skews ▲ positive.
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