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Silicon AnalysisMISSION // DASHBOARD
09:42:25 UTC
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Company Detail

Nvidia (NVDA)

Live scores, intel, and hardware footprint for NVDA.

RSS for NVDA

Research coverage

2 pieces cite this companyAPI ↗
AI HARDWARE NASDAQ NMS - GLOBAL MARKET

Nvidia

NVDA$4456.1B Cap
$195.55
+0.37%

Alpha Velocity

CURRENT ALPHA:71.0

Signal Drivers (24h)

ANALYSIS

Samsung chip division's single-year profits beat its past 40 years of profits, combined — Samsung passes Nvidia to become most profitable company in the world

12m ago•Impact: 28
BREAKING

Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay

20h ago•Impact: 26
CONFIRMED

China’s Huawei to enter South Korean AI chip market with new Atlas SuperPods, clusters pack 8,192 Ascend 950 accelerators per deployment — reportedly challenges Nvidia dominance with 'tripled inference performance' of H20 at one-quarter the cost

21h ago•Impact: 24
ANALYSIS

AMD Ryzen AI Halo review: AMD builds a DGX Spark of its own

18h ago•Impact: 19
ANALYSIS

Nvidia and Intel tout homegrown American chip supply chain prowess as country bolsters local production, but gaps remain — crucial Blackwell packaging steps remain offshore as projects grow in scope and scale

20h ago•Impact: 19

Intel Wire

Deal Activity (12mo)

SUPPLY AGREEMENTREPUTABLE_NEWS
with Multiple Hyperscalers (3 unnamed)
7/5/2026

“This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers”

Biztoc.com
OTHERREPUTABLE_NEWS
with HP
$0.0B7/5/2026

“HP OMEN 45L Gaming PC (Cert. Refurb): Intel Ultra 7 265K, RTX 5070 Ti, 32GB DDR5, 1TB SSD, Win 11 Pro $1899”

Slickdeals.net
DESIGN WINREPUTABLE_NEWS
with Hyperscalers (x3)
7/5/2026

“Broadcom locks in deals with three hyperscalers, cementing its role as the AI chip maker that isn't Nvidia”

Crypto Briefing
DESIGN WINREPUTABLE_NEWS
with Google
7/5/2026

“signed a deal with Google stretching to 2031”

Crypto Briefing
SUPPLY AGREEMENTREPUTABLE_NEWS
7/4/2026

“AI server demand to strain supply chains and components through 2027”

4sysops.com
OTHERRUMOR
with GIGABYTE
7/4/2026

“GIGABYTE AERO X16: 16" QHD+ 165Hz IPS, Ryzen AI 9 HX 370, RTX 5070, 32GB DDR5, 1TB SSD $1399.99”

Slickdeals.net

Silicon Footprint

H100 SXM5
GPU
TSMC 4N80GB
Blackwell B200
GPU
TSMC N4192GB

Alpha DNA

Financial Vitals

Revenue (TTM)
$215.9B
R&D Intensity
8.6%
Operating Margin60.4%
FCF Margin47.5%
Fiscal: 2026 FY

Valuation Reality

P/S Ratio
20.6x
FCF Yield
2.30%

Earnings Intelligence

No upcoming earnings scheduled.
Data from Finnhub

Research Output

Papers (90d)
0
Papers (1yr)
0
Top Venue Publications0
Citations (1yr)0
Data from OpenAlex • 7/6/2026

Scholarly Research

No scholarly research data available yet. Scholarly fetch runs every 48 hours.

Social Narrative

Mentions (24h)
0
Unique Authors
0
Attention Score0
Credibility Score0
Price Coupling-46
Data from xAI Grok • 5/30/2026
CIK0001045810
Shares Out24300M
IndustrySemiconductors