How Do They Make Money?

NVIDIA is a full-stack computing infrastructure company with data-center-scale offerings.  More than half of their engineers work on software and their platforms address four large markets: Data Center, Gaming, Professional Visualization, and Automotive.

They report business results in 2 segments:

• Compute & Networking:

  • Data Center accelerated computing platforms and AI solutions and software

  • Networking

  • Automotive platforms and autonomous and electric vehicle solutions

  • Jetson for robotics and other embedded platforms

  • DGX Cloud computing services.

• Graphics:

  • GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms

  • Quadro/NVIDIA RTX GPUs for enterprise workstation graphics

  • Virtual GPU (vGPU), software for cloud-based visual and virtual computing

  • Automotive platforms for infotainment systems

  • Omniverse Enterprise software for building and operating industrial AI and digital twin applications

Direct customers include original equipment manufacturers, original device manufacturers, system integrators and distributors. They have partnerships in automotive, healthcare, financial services, manufacturing, retail, and technology.

• Several autonomous vehicle developers utilize the NVIDIA DRIVE platform, including Plus (formerly Plus.ai) for their self-driving trucks, Zoox for their robotaxis, Toyota, Mercedes-Benz, Volvo, and more

• Cloud service providers and consumer internet companies use NVIDIA’s data center-scale accelerated computing platforms for AI solutions and assistants, AI foundation models, search, recommendations, social networking, online shopping, live video, and translation

• The enterprise software industry uses them for new AI assistants, chatbots, and agents

• The healthcare industry for accelerated and computer-aided drug discovery

• The financial services industry for customer support and fraud detection

• Researchers and developers use NVIDIA’s computing solutions to accelerate a wide range of applications, from simulating molecular dynamics to climate forecasting

• In addition to serving gamers, the market for PC GPUs now includes live streamers, broadcasters, artists, and content creators

• Professional artists, architects and designers use NVIDIA partner products accelerated with NVIDIA GPUs and software platform for a range of creative and design use cases, such as creating visual effects in movies or designing buildings and products