NVIDIA Corporation

United States · owned by Independent (United States) · www.nvidia.com · 58 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

Disruption prediction

NVIDIA Corporation has an estimated 11% probability of disruption in the next 6 months.

30 of NVIDIA Corporation's 58 vendors monitored for disruptions.

Technology vendors

Services catalogue

53 services in catalogue across 9 categories; runs on 58 sub-vendors.

Insights

Last updated 2026-09-13 · revision 14

58 direct vendors, 376 subvendors

Direct vendors by controlling owner country (sample)

Subvendors by controlling owner country (sample)

Migration Readiness: 7/10

Assessed by AI based on technology stack characteristics (cloud-native vs legacy, containerization, microservices), regulatory environment, data residency requirements, financial stability, and vendor lock-in risks. The score ranges from 0-10, where higher scores indicate better readiness for technology migration.

NVIDIA's migration readiness is assessed at 65 out of 100, placing it in the medium readiness category with strong potential. The company's exceptional financial capacity, driven by substantial revenue growth, provides ample resources to fund complex migration initiatives. As a leading technology company offering cloud-based services and AI platforms, it is highly probable that NVIDIA's internal infrastructure and development practices are modern, leveraging cloud-native architectures, containerization, and microservices, which are strong enablers for migration. Additionally, NVIDIA's existing capability to offer data residency options for its cloud services in major regions indicates experience in managing data location requirements, beneficial for internal data migration planning. However, significant challenges exist. Operating globally under a multitude of regulations (GDPR, CCPA, export controls, NIS2) means any migration must meticulously ensure continuous compliance, adding layers of complexity. Most critically, the 'Vendor Lock-in Risk: Unknown' and the ambiguous 'Total Vendors: 0' (despite 88 services) represent a major uncertainty. If there is high vendor lock-in among the 88 services, it could severely impede migration efforts due to contractual obligations, proprietary technologies, or high switching costs. The lack of clarity on vendor count prevents a full assessment of vendor concentration and its potential impact on migration complexity.

Compliance

4 in-scope frameworks identified; showing 3.

NIS2 (source) — Assessment Required

NVIDIA operates in the technology sector providing critical digital infrastructure services (data centers, cloud computing, AI platforms) and has significant operations in EU. While they may qualify as an Important Entity under NIS2 due to their digital infrastructure services and size (well above 50+ employees and €10M+ turnover thresholds), definitive sector classification requires detailed assessment of their specific service offerings against NIS2 entity definitions.

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

GDPR (source) — Compliant

NVIDIA has global operations including significant presence in EU/EEA countries and processes personal data of EU residents through their products, services, and websites. They have implemented comprehensive privacy controls, data subject rights mechanisms, and cross-border data transfer safeguards including Standard Contractual Clauses. However, as a large technology company handling vast amounts of personal data across multiple jurisdictions, there remains inherent compliance complexity and ongoing regulatory scrutiny risk.

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

SOC 2 (source) — Assessment Required

NVIDIA provides cloud services (DGX Cloud, GeForce NOW, NVIDIA NGC) and processes customer data, making SOC2 compliance highly relevant for customer trust and enterprise sales. As a major cloud service provider, customers likely expect SOC2 Type II reports. Non-compliance could impact enterprise customer acquisition and retention.

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/

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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