NVDA
엔비디아
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
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NVIDIA
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Notes
Dominant share (~80%+) of data center AI accelerator market with the Hopper and Blackwell platforms; tightly coupled to TSMC CoWoS advanced packaging and HBM supply, where SK Hynix is the lead HBM3E supplier. Key risks include US export controls on China sales, hyperscaler in-house ASIC competition (Google TPU, AWS Trainium, Microsoft Maia), and CoWoS/HBM capacity bottlenecks.
NVIDIA filed an 8-K citing Item 8.01 (Other Material Events), a catch-all trigger used for significant disclosures that don't fit standard items — commonly covering export-control developments, major product or partnership announcements, or regulatory actions. For NVIDIA in the current macro environment, possibilities include U.S. export-restriction updates affecting H-series GPU shipments to China or a strategic business announcement. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the actual exhibit to confirm scope before trading.
NVIDIA filed an 8-K under Item 2.02 to disclose its quarterly results of operations, almost certainly accompanied by a press release covering revenue, gross margin, EPS, and forward guidance. Full filing body not analyzed; description inferred from form + item codes. For PMs, NVIDIA's results are a sector-wide bellwether: data-center GPU demand, HBM/CoWoS supply signals, and guidance language directly move SK Hynix, Samsung, and TSMC-adjacent names.
NVIDIA submitted its quarterly report (10-Q) covering the period ending July 2026, which would reflect fiscal Q2 FY2027 revenue, margins, and segment performance across Data Center, Gaming, and other units. Full filing body not analyzed; description inferred from form + item codes. PMs should watch for Blackwell ramp trajectory, Data Center revenue growth vs. consensus, and any updated management commentary on export controls or supply constraints.
NVIDIA filed an 8-K disclosing a material definitive agreement and corresponding direct financial obligation, most likely a new credit facility or debt issuance (items 1.01 + 2.03 typically travel together for such transactions), accompanied by a Regulation FD disclosure that may contain management commentary or an updated business outlook. Full filing body not analyzed; description inferred from form + item codes. PMs should verify whether the 7.01 item carries new revenue or margin guidance — if so, impact would be elevated given NVIDIA's market sensitivity.
This 8-K reports a change in officer or director status at NVIDIA under Item 5.02. Impact depends heavily on the seniority of the individual involved — a CEO or CFO departure would be materially significant, while a board-level or lower-ranking change is typically routine. Full filing body not analyzed; description inferred from form + item codes.
NVIDIA filed an 8-K disclosing the outcome of matters voted on by shareholders, most likely at the 2026 Annual Meeting — covering board director elections, executive compensation (say-on-pay), auditor ratification, and any shareholder proposals on the ballot. Full filing body not analyzed; description inferred from form + item codes. For PMs this is routine governance housekeeping; vote tallies rarely move the stock unless a key director is rejected or a shareholder proposal with strategic implications passes.
NVDA filed an 8-K under Items 8.01 (Other Material Events) and 9.01 (Exhibits), signaling a discretionary disclosure NVIDIA deemed material outside the standard trigger items — typically a press release, capital markets action, regulatory update, or partnership announcement. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to confirm whether it touches China export rules, Blackwell/Rubin supply, or hyperscaler commitments before sizing any reaction.
Filing carries Item 2.02 (Results of Operations), indicating NVIDIA released quarterly earnings, with Item 9.01 attaching the press release as an exhibit. PMs should treat this as the primary read on Data Center/AI GPU demand, gross margin trajectory, and forward revenue commentary that drives the entire AI semiconductor complex (HBM suppliers SK Hynix/Samsung/Micron, TSMC CoWoS capacity). Full filing body not analyzed; description inferred from form + item codes.
Quarterly report covering the period ended 2026-04-26, expected to disclose Data Center revenue trajectory, gross margin, Blackwell ramp commentary, China/export-control impact, and supply commitments. Full filing body not analyzed; description inferred from form + item codes. PMs should mine MD&A and risk factors for read-through on AI capex demand and downstream HBM/foundry suppliers (SK hynix, Samsung, TSMC).
NVIDIA filed an 8-K under Item 5.02 indicating a change involving directors or principal officers (appointment, departure, or compensation arrangement). Full filing body not analyzed; description inferred from form + item codes. PMs should check whether the change involves a key executive (CEO/CFO) before re-rating; routine board rotations rarely move the stock.
NVIDIA filed an 8-K under Item 5.02, indicating a change involving a director or principal officer (appointment, departure, or compensation adjustment). Full filing body not analyzed; description inferred from form + item codes. PMs should check whether CEO/CFO is involved — if not, impact on the AI/semis thesis is minimal.
Full filing body not analyzed; description inferred from form + item codes. NVIDIA reported an officer or director change (Item 5.02) with supporting exhibits (9.01). PM relevance hinges on whether the change involves CEO/CFO or other key executives; absent that, treat as routine governance housekeeping.
NVIDIA filed an 8-K under Items 2.02 and 9.01, signaling release of quarterly results with supporting exhibits (likely the earnings press release and financial tables). PMs should focus on data center revenue, gross margin trajectory, and forward guidance commentary that typically moves the AI-semi complex including Korean HBM suppliers (Samsung, SK Hynix) and Taiwan foundry/ABF names. Full filing body not analyzed; description inferred from form + item codes.
NVIDIA filed its FY2026 10-K covering the year ended January 2026, the primary annual disclosure with audited financials, segment detail (Data Center, Gaming, Auto), and updated risk factors likely addressing export controls to China, supply concentration at TSMC/SK hynix/Samsung HBM, and AI demand sustainability. Full filing body not analyzed; description inferred from form + item codes. PMs should mine the 10-K for HBM supply commentary, China revenue exposure, and capex/inventory guidance shaping the Korea+Taiwan semi supply chain.
Full filing body not analyzed; description inferred from form + item codes. Item 5.02 indicates a change in directors or principal officers — could range from a routine board appointment to a CEO/CFO departure. PMs should check whether Jensen Huang or CFO Colette Kress is involved before assigning weight.
8-K under Item 2.02 with Item 9.01 exhibits indicates NVIDIA filed its quarterly earnings release, almost certainly covering Q3 FY26 results and likely near-term outlook commentary. PMs should treat this as the primary print for AI/datacenter GPU demand signals, Blackwell ramp, China/H20 exposure, and read-across to HBM suppliers (SK Hynix, Samsung) and TSMC CoWoS capacity. Full filing body not analyzed; description inferred from form + item codes.
NVIDIA filed its 10-Q for the quarter ended 2025-10-26, the standard quarterly disclosure covering data center / AI GPU revenue trajectory, gross margin, inventory, supply commitments, and customer/geographic concentration risks. Full filing body not analyzed; description inferred from form + item codes. PMs should mine MD&A and risk-factor deltas for color on Blackwell ramp, China export-control exposure, and HBM/CoWoS supply constraints feeding Korea/Taiwan supply chain reads.