The price row uses the FY2026 10-K, year ended 25 Jan 2026, plus the latest share count. The charts under it are the earlier JensenWatch pack.
AI Chip Market Share (Data Center GPUs/Accelerators)
Source: TechInsights, Mercury Research 2025
NVIDIA
~80%
~80%
AMD
~12%
~12%
Intel
~3%
Google TPU
~3%
Custom (AWS/MSFT)
~2%
NVDA vs AMD vs INTC vs SOX (% Change)
Revenue by Segment (FY2025)
Customer Concentration Risk
Top customers represent ~40% of data center revenue. High dependency on hyperscalers.
Risk: If any single hyperscaler shifts to custom silicon (e.g., Google TPU, Amazon Trainium), it could impact 8-12% of NVIDIA revenue.
AI Infrastructure Spending (2025 Announced)
Why NVIDIA benefits: every $ of AI infra includes GPU spend
Total announced: $320B+ in AI infrastructure spending. NVIDIA GPUs are estimated to capture 60-70% of the compute portion, translating to $100B+ in GPU revenue opportunity over 2025-2027.
GPU Architecture Timeline
Performance multiplier vs previous gen (AI training)
Data Center GPU Installed Base (Est.)
AI Training Compute Growth
Compute used for AI training doubles every ~6 months (Epoch AI)
Competitor Comparison
DCF Valuation Calculator
Geographic Revenue (FY2025)
Short Interest History
NVDA short interest declined from 5%+ to ~1% as bears capitulated
CUDA Ecosystem Moat
CUDA is NVIDIA's deepest competitive advantage. With 4M+ developers, hundreds of optimized libraries, and integration into every major AI framework, switching away from NVIDIA requires rewriting years of code.
Insider Trading Activity
All sales via pre-planned 10b5-1 trading plans. Jensen sold ~$700M in 2024.
Supply Chain Dependencies
Jensen Huang Quotes
Key Milestones
AI GPU Revenue Calculator
How much revenue does NVIDIA earn from GPU purchases? Select a GPU model and quantity.
RSI (14-Day Relative Strength Index)
RSI above 70 = overbought, below 30 = oversold
NVDA vs SMH (Semiconductor ETF)
YTD performance comparison
Revenue Waterfall (Quarter-over-Quarter Change)
AI Chip Demand Forecast (2024-2030)
Source: Gartner, IDC Projections
NVIDIA vs AMD AI GPU Market Share (2020-2025)
Data Center CapEx by Company (with 2026-2027 Forecast)
Includes announced + projected AI spending
GPU Pricing History (Flagship Data Center GPUs)
CUDA Developer Ecosystem Growth
Patent Portfolio (AI/GPU Related)
Inference vs Training Revenue Split
Automotive Revenue & DRIVE Platform
DRIVE Platform Stats
Quick Facts
No Fisher sheet for this company
The Fisher 15 scores on this site are for NVIDIA only. Scores for the other companies are not guessed.
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