Overview
NVIDIA designs graphics processing units (GPUs), networking and systems software, and sells them as complete data-center platforms. Revenue for fiscal 2026, which ended on 25 January 2026, was US$215.9 billion, of which the Data Center segment contributed US$193.7 billion[2]. The company describes its Blackwell generation as “data-center-scale” products in which chips, networking, systems and software are co-designed so that hundreds of thousands of GPUs can operate as one computer[1]. During fiscal 2026 it unveiled the Rubin platform, which it expects to begin production shipments in the second half of fiscal 2027 and which it says reduces cost per token by up to ten times compared with Blackwell[1]. NVIDIA had about 42,000 employees in 38 countries at the end of the fiscal year[1]. Its chips are also a supply input for many other companies on this list. The principal limitation is concentration: the data-center business depends on a small number of very large cloud and AI buyers, and on export-control rules that restrict sales to some countries.
NVIDIA strengths and limitations
Strengths
- Largest sales, profit and market value in the industry
- Profit margin of 56%
- Dominant position in AI data-centre chips
Limitations
- Revenue concentrated among a few cloud customers and AI demand
- Depends on outside foundries
- Market value implies very high expectations
Appears in
- Top 50 AI Companies: 2026 Edition #1
- Largest Semiconductor Companies (2026) #1
- Largest Tech Companies (2026) #6
- Top 50 IT Companies in the USA: 2026 Edition #3
NVIDIA alternatives and competitors
Alternatives to NVIDIA: companies ranked in the same lists.
- Intel
Broadcom
Micron Technology- Sandisk
KLA- Cisco Secure Client
- HP Inc.
- Ingram Micro
Dell Technologies
Microsoft Power BI
Apple
IBM Consulting
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