NVIDIA Corporation Due Diligence

Run due diligence on NVIDIA Corporation: check compliance and get alerts when suppliers or ownership change.

United States · owned by Independent (United States) · www.nvidia.com · 53 vendors

NVIDIA Corporation is a world-leading technology company best known for inventing the graphics processing unit (GPU) and pioneering accelerated computing. The company designs chips, systems, and software platforms powering artificial intelligence, high-performance computing, gaming, autonomous vehicles, and robotics. NVIDIA's products and platforms are used across data centers, consumer electronics, automotive, and scientific research worldwide.

Resilience scores

Technology vendors

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59 services in catalogue across 8 categories; runs on 53 sub-vendors.

Insights

Last updated 2026-09-13 · revision 14

53 direct vendors, 283 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Compliance

4 in-scope frameworks identified; showing 3.

GDPR (source) — Evidence found

Evidence: https://www.nvidia.com/en-us/about-nvidia/privacy-policy/, https://www.nvidia.com/en-us/about-nvidia/privacy-center/

SOC 2 (source) — No public evidence

Evidence: https://www.nvidia.com/en-us/data-center/dgx-cloud/, https://www.nvidia.com/en-us/geforce-now/, https://www.nvidia.com/en-us/gpu-cloud/

NIS2 (source) — No public evidence

Evidence: https://www.nvidia.com/en-us/data-center/, https://www.nvidia.com/en-us/data-center/dgx-cloud/

Financials

Three-year financials

Financial Resilience Score: 9/10

NVIDIA exhibits exceptional financial resilience anchored by dominant positioning in AI infrastructure, extraordinary profitability, and a fortress balance sheet. FY2026 revenue of $215.9B (+65% YoY) came with GAAP operating margin of ~60% and gross margin above 71% (recovering to 75% in Q4). Total assets of $206.8B against total liabilities of just $49.5B, with $62.6B in cash and marketable securities and only $7.5B of long-term debt, provide enormous flexibility. Operating cash flow of $102.7B and free cash flow of $96.6B in FY26 enabled $41.1B of capital returns while also funding $17.5B+ in strategic investments including $13.0B into Groq. The CUDA software moat and ecosystem lock-in through multi-year partnerships with Meta, AWS, Microsoft, Oracle, Anthropic, and CoreWeave reinforce customer stickiness. Blackwell architecture dominates Data Center revenue, and forward guidance calls for Q3 FY27 revenue of $108.0B and FY28 growth of ~70%, well above analyst expectations of 44%. However, resilience is tempered by concentration risks: the top two direct customers represent 36% of revenue, one AI lab contributed a meaningful share through circular cloud purchases, and hyperscaler capex drives most demand. Geopolitical exposure to China (H20 $4.5B charge in Q1 FY26, zero Data Center compute revenue assumed from China) and fabless dependence on TSMC in Taiwan remain material. Memory scarcity is expected to compress gross margin to 71-72% by Q4 FY27, with supply commitments more than doubling to $279B.

Key strengths: Dominant AI infrastructure position with Blackwell driving majority of Data Center revenue, Extreme profitability: ~60% GAAP operating margin, >71% gross margin in FY26, Fortress balance sheet: $206.8B assets vs $49.5B liabilities, $62.6B cash, only $7.5B long-term debt, Massive cash generation: $102.7B operating cash flow, $96.6B free cash flow in FY26, $41.1B returned to shareholders in FY26 with $58.5B repurchase authorization remaining, CUDA software moat and multi-year deals with Meta, AWS, Microsoft, Oracle, Anthropic, CoreWeave, FY28 revenue growth guidance of ~70%, well above 44% analyst consensus

Risk factors: Customer concentration: top 2 direct customers = 36% of revenue, Geopolitical/regulatory China exposure; $4.5B H20 charge in Q1 FY26, Fabless dependence on TSMC and Taiwan geopolitical risk, Memory scarcity pressuring gross margin to 71-72% by Q4 FY27, Supply commitments more than doubled to $279B, primarily for memory procurement, Revenue circularity: one AI lab contributed meaningful revenue via customer cloud purchases, Data center energy, capital, and infrastructure availability constraints on customer buildouts

Revenue by geography

Revenue by product/service

Workforce by country

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