NVIDIA Corporation
NVDApublicSemiconductors
Fabless GPU designer. The primary beneficiary of AI CAPEX. Does not build data centers — TSMC manufactures. R&D ($10B+) is a better AI investment signal than CAPEX.
2024 CAPEX
$3.2B
YoY 2024 vs 2023
+52.4%
Latest Quarter
$2.2B
Q4'25
CAPEX History — Quarterly
Key Quotes
Jensen Huang·CEO·2025-02-26
“The Blackwell demand is extraordinary. Countries and companies all want to build their own AI infrastructure.”
Q4 FY2025 Earnings Call
SEC Filings
semiconductorsGPUH100B200fablessAI-chipsmag7