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Nvidia tracker

Every Nvidia product and where it has got to, its AI chip roadmap, the big deals and its sales by quarter, plus the latest filings and news. Updated through the day from Nvidia's US filings, its newsroom and free public data.

NVDA NVIDIA Corporation, listed on Nasdaq Updated 1 hour ago

Sales, May–Jul 2026$96.2bnUp 106% on a year earlier. Q2 FY27 in Nvidia’s own calendar
Data centres’ share of sales92.5%$89.0bn from AI chips, systems and networking
Forecast, Aug–Oct 2026$108.0bnNvidia’s own outlook for sales, give or take 2%. Assumes no data-centre chip sales to China.
GTC Berlin keynote21 OctIn 12 days. Nvidia's next big product event. Results for Aug–Oct are expected mid-November; Nvidia hasn't set the date yet.

Products and progress

Where each Nvidia product has got to, from first announcement to widely available. Checked against Nvidia's Q2 FY27 report to the SEC (26 Aug 2026), its newsroom and GTC 2026.

AI data-centre chips

  1. Vera Rubin Early rollout

    Shipping and ramping up since Aug 2026

    Nvidia's newest AI system (VR NVL72 racks). Production shipments began in the quarter from late July 2026; racks are running at CoreWeave, Google, Microsoft Azure, Oracle and Nebius. Nvidia Q2 FY27 report to the SEC, Nvidia Q2 FY27 results

  2. Blackwell Ultra (GB300) Widely available

    Main growth driver

    The upgraded Blackwell, first delivered in July 2025. It drove most of the growth in May to July 2026. Nvidia Q2 FY27 report to the SEC

  3. Blackwell (GB200, B200) Widely available

    Widely available

    Shipping since late 2024 and still most of the systems Nvidia ships. Nvidia Q2 FY27 report to the SEC

  4. Groq 3 LPX Early rollout

    In full production since Aug 2026

    Chips for running AI answers quickly, built on technology licensed from Groq in December 2025. Replaced the planned Rubin CPX. Nvidia newsroom

  5. Rubin Ultra In development

    Due second half of 2027

    The next step after Vera Rubin, in new “Kyber” racks. Amazon plans to use it in 2027–28. Nvidia GTC 2025

  6. Feynman Announced

    Announced for 2028

    The generation after Rubin, with a new “Rosa” CPU, shown at GTC in March 2026. Nvidia GTC 2026 news

  7. Hopper (H100, H200) Widely available

    Older generation, small volumes

    The chip behind the 2023–24 AI boom. Now sold in small numbers; shipments to China were under 1% of data-centre sales in May to July 2026. Nvidia Q2 FY27 report to the SEC

Networking and processors

  1. Vera CPU Early rollout

    In full production

    Nvidia's own processor for AI systems. Standalone Vera systems are due this autumn; SpaceX's AI arm is adopting it. Nvidia newsroom

  2. Spectrum-X networking Widely available

    Widely available

    Ethernet networking for AI data centres, used by Meta and Oracle. A version that uses light instead of copper has been in production since May 2026. Nvidia newsroom

  3. NVLink Fusion Early rollout

    Partners joining

    Lets other companies' chips plug into Nvidia's fast links. Marvell, MediaTek and Amazon's Trainium chips have signed up. Nvidia and AWS

PCs and gaming

  1. GeForce RTX 50 series Widely available

    On sale since Jan 2025

    Gaming graphics cards from the RTX 5050 to the RTX 5090. No “Super” models have been announced. Nvidia

  2. RTX Spark Windows PCs Early rollout

    Laptops ship 16 Oct 2026

    Windows PCs built on Nvidia chips, made with Microsoft. Launched on 7 Oct with the Surface Laptop Ultra; laptops from Acer, Asus, Dell, HP, Lenovo, MSI and others ship on 16 Oct, small desktops in November. Nvidia blog, 7 Oct 2026

  3. DGX Spark Widely available

    On sale since Oct 2025

    A small desktop AI computer for developers. Nvidia newsroom

  4. Nintendo Switch 2 chip Widely available

    23.7m consoles shipped by June 2026

    The Switch 2 runs on a custom Nvidia processor. Nvidia blog

Cars and robots

  1. DRIVE Thor and Hyperion Early rollout

    Adopted by BYD, Geely, Isuzu and Nissan

    The computer and design Nvidia sells to car makers for self-driving. Developer kits have been available since August 2025. Nvidia newsroom

  2. Robotaxis with Uber In development

    Los Angeles and San Francisco from early 2027

    Uber is aiming for 100,000 robotaxis on Nvidia's platform from 2027, with cars built by Stellantis and Foxconn, and 28 cities by 2028. Nvidia newsroom

  3. Mercedes CLA driver assistance Widely available

    On sale

    The Mercedes CLA uses Nvidia's DRIVE AV software. Nvidia blog

  4. Jetson Thor Widely available

    On sale since Aug 2025

    The computer Nvidia sells for robots, including humanoid robots. Nvidia newsroom

  5. GR00T humanoid robot design Testing

    From Unitree late 2026

    A reference humanoid robot design that robot makers can build on. Nvidia newsroom

Software

  1. CUDA Widely available

    Version 13.4

    The software that lets programs run on Nvidia chips. It is a big reason customers stay with Nvidia. Nvidia

  2. AI Enterprise and NIM Widely available

    Sold as a subscription

    Paid software and ready-made packages for running AI models on Nvidia chips. Nvidia

AI chips and data centres

Nvidia brings out a new generation of AI chips about every year. This is where each one stands.

  1. 2022HopperOlderH100, H200
  2. 2024BlackwellWidely availableStill most systems shipped
  3. 2025Blackwell UltraMain growth driverGB300
  4. 2026Vera RubinShipping nowFrom Aug 2026Now
  5. 2027Rubin UltraIn developmentSecond half of 2027
  6. 2028FeynmanAnnouncedWith the Rosa CPU

Nvidia Q2 FY27 report to the SEC, Nvidia GTC 2026 news

Data-centre sales each quarter

Data-centre sales each quarter
  10. $89bn

Nvidia's financial year ends in late January, so its “Q2 FY27” is roughly May to July 2026.

Latest quarter: Q2 FY27 (May–Jul 2026)

Data-centre sales
$89.0bn
Up 117% on $41.1bn a year earlier
Share of all sales
92.5%
Everything else: $7.20bn
Gross margin
75.0%
Kept from each $1 of sales after the cost of making the chips
Net profit
$59.7bn
62% of sales left as profit

Nvidia’s own forecast for Aug–Oct 2026: sales of $108.0bn, give or take 2%, with a gross margin of about 74.0%. Assumes no data-centre chip sales to China.

Since February 2026 Nvidia reports just two businesses. Edge is the old Gaming, Professional Visualisation, Automotive and OEM lines added together, so earlier quarters compare like for like. Nvidia’s figures for this quarter, Nvidia Q2 FY27 results

Big deals since September 2025

Nvidia now invests in many of its own customers as well as selling them chips. Several of these are letters of intent or “up to” amounts, so not all will happen in full.

WhenWhoWhatSizeType
Sep 2026Hugging FaceNvidia is buying Hugging Face, the website where AI developers share models and data TechCrunch$12.9bnNvidia buys
Aug 2026AWS (Amazon)2 million more Nvidia GPUs in 2027–28 Nvidia newsroom2m GPUsBuys chips
Aug 2026OpenAI and SB EnergyNvidia guarantees leases for a 4.25 GW Ohio site that will only run Nvidia chips Nvidia newsroomUp to $105bnNvidia invests
Aug 2026Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, KKRPlans for funds to pay for AI data centres (memoranda only so far) Nvidia newsroomOver $500bnPartnership
Jul 2026Safe Superintelligence (SSI)Investment plus Vera Rubin systems Nvidia newsroomNot disclosedNvidia invests
Jul 2026SK Group (South Korea)2 GW Vera Rubin AI factory Nvidia newsroom2 GWBuys chips
May 2026IRENUp to 5 GW of AI data centres; Nvidia can buy $2.1bn of IREN shares Nvidia newsroomUp to 5 GWNvidia invests
Mar 2026Nebius$2bn investment; over 5 GW by 2030 Nvidia newsroom$2bnNvidia invests
Feb 2026Meta“Millions” of Blackwell and Rubin GPUs over several years Nvidia newsroomNot disclosedBuys chips
Feb 2026OpenAINvidia put $30bn into OpenAI's funding round; OpenAI committed to 5 GW of Vera Rubin. Follows the Sept 2025 letter of intent for 10 GW and up to $100bn TechCrunch$30bnNvidia invests
Jan 2026CoreWeave$2bn investment; over 5 GW by 2030 Nvidia newsroom$2bnNvidia invests
Jan 2026xAI (now part of SpaceX)Backed xAI's $20bn round; Nvidia held $21.0bn of SpaceX shares at 30 June 2026 Nvidia holdings filing$21.0bn stakeNvidia invests
Dec 2025GroqLicence for Groq's chip technology and hiring of its staff Nvidia annual reportAbout $17bnPartnership
Nov 2025Anthropic and MicrosoftNvidia invests up to $10bn in Anthropic; Anthropic takes 1 GW of Nvidia systems Nvidia blogUp to $10bnNvidia invests
Sep 2025Intel$5bn stake plus joint PC and data-centre chips Nvidia newsroom$5bnNvidia invests
Sep 2025UKUp to 120,000 GPUs and up to £11bn through partners, plus £2bn for start-ups Nvidia newsroomUp to £11bnBuys chips

Selling AI chips to China

China used to be one of Nvidia's biggest markets. US export rules and China's own restrictions have now all but shut it out.

  1. Apr 2025The US required a licence to export the H20 chip made for China. Nvidia wrote off $4.5bn. Nvidia Q2 FY27 report to the SEC
  2. Sep 2025China's internet regulator told its tech firms to stop buying Nvidia chips. DCD
  3. Dec 2025The US allowed H200 sales to approved Chinese buyers, with 25% going to the US government. The Register
  4. 2026China restricted H200 purchases. Nvidia took a $0.4bn H200 charge, and China was under 1% of data-centre sales in May to July. Nvidia Q2 FY27 report to the SEC
  5. Aug 2026Nvidia says it is “effectively foreclosed” from China's data-centre chip market, and its forecast assumes no such sales. Nvidia Q2 FY27 results

What’s new

  1. News Nvidia found $1B under the couch to help secure American scientific computing dominance The Register,
  2. Nvidia Into the Omniverse: How Developers Turn Ideas Into Simulations With Frontier AI Agents Nvidia newsroom,
  3. News High-severity Nvidia bug could crash GPU monitoring on exposed servers The Register,
  4. Nvidia NVIDIA Commits $1 Billion to Advance US Science Over the Next Five Years Nvidia newsroom,
  5. Nvidia Rally Up: ‘Gears of War: E-Day’ Launches on GeForce NOW Nvidia newsroom,
  6. News SpaceX reportedly seeking $40 billion debt package for Nvidia AI hardware Tom's Hardware,
  7. News Former Groq engineers sue board over $20 billion Nvidia deal Tom's Hardware,
  8. News Microsoft releases new Nvidia-chip AI PCs with revamped Windows 11 TechCrunch,
  9. News Microsoft N1Xes Intel in favor of Nvidia's shiny new SoCs in Surface Laptop Ultra The Register,
  10. Nvidia NVIDIA, Microsoft Kick Off a New Beginning for Windows PCs with RTX Spark and AI Agents Nvidia newsroom,
  11. News Microsoft and Nvidia launch Surface Laptop Ultra with RTX Spark Tom's Hardware,
  12. Video NVIDIA RTX Spark | Made to Create YouTube,
  13. Nvidia Why Telecom Operators Are Building Their AI Strategy on Open Models Nvidia newsroom,
  14. Nvidia From Scan to Treatment Plan, AI Helps Close Breast Cancer’s Deadliest Gaps Nvidia newsroom,
  15. Video Accelerating No-Code Enterprise AI: Inside Simplismart’s NVIDIA Inception Journey YouTube,
  16. Nvidia NVIDIA DGX Spark 64GB Gives Developers More Ways to Build and Scale Local AI Nvidia newsroom,
  17. Nvidia How NVIDIA GPUs Help Accelerate OpenAI’s GPT-6 Astra Ultrafast Nvidia newsroom,
  18. Nvidia Fall Into 25 New Games on GeForce NOW This October Nvidia newsroom,
  19. Nvidia Productive, Durable, Fungible: How NVIDIA AI Factories Maximize Return on Investment Nvidia newsroom,
  20. Video Meet The Startup: Probabl: by the Creators of Scikit-Learn YouTube,
  21. Video NVIDIA DOCA Skills vs No Skills: Building RDMA on NVIDIA BlueField-3 with Fewer Commands & Less Code YouTube,
  22. Nvidia NVIDIA Opens Applications for 2027–2028 Graduate Fellowships With Awards Up to $60,000 Nvidia newsroom,
  23. Nvidia From Training to Production, NVIDIA and CoreWeave Close the Loop on Agentic AI Nvidia newsroom,
  24. Video Vertically Integrated, Horizontally Open | AI Factory Insider Ep 5 YouTube,
  25. News Here’s why OpenAI is absent from Nvidia’s industry-wide effort to end rogue AI agents TechCrunch,
  26. News Nvidia launches new platform for reining in rogue AI agents TechCrunch,
  27. Nvidia NVIDIA Announces a $150 Billion Share Repurchase Authorization Increase Nvidia newsroom,
  28. Nvidia NVIDIA Launches Open Agent Safety Platform to Secure Agents From Testing to Deployment Nvidia newsroom,
  29. Video 10 Years of NVIDIA DGX: From One System to AI Factories YouTube,
  30. Nvidia How Open Science Can Help Researchers Prepare for the Next Pandemic Nvidia newsroom,
  31. Nvidia Contain the Chaos: ‘CONTROL Resonant’ Launches on GeForce NOW Nvidia newsroom,
  32. Filing Timothy S. Teter: sold 30,460 shares ($6.8m) SEC,
  33. Nvidia Sakeena Fiza Helps NVIDIA Hardware Succeed at Scale Nvidia newsroom,
  34. Nvidia At AI Day Singapore, NVIDIA and Partners Showcase AI Advancements Across Southeast Asia Nvidia newsroom,
  35. Filing Mark A Stevens: sold 1,366,000 shares ($300m) SEC,
  36. Nvidia NVIDIA Isaac ROS 5.0 Advances Agentic, Open Source Robotics Development Nvidia newsroom,

The last 30 days. Headlines link to the full stories on the publishers’ own sites.

Numbers

Sales each quarter

Nvidia sales each quarter
  10. $96bn

Net profit each quarter

Nvidia net profit each quarter
  10. $60bn
QuarterMonthsSalesData centresEverything elseNet profitGross margin
Q2 FY27May–Jul 2026 $96.2bn $89.0bn $7.20bn $59.7bn 75.0%
Q1 FY27Feb–Apr 2026 $81.6bn $75.2bn $6.37bn $58.3bn 74.9%
Q4 FY26Nov 2025–Jan 2026 $68.1bn $62.3bn $5.81bn $43.0bn 75.0%
Q3 FY26Aug–Oct 2025 $57.0bn $51.2bn $5.79bn $31.9bn 73.4%
Q2 FY26May–Jul 2025 $46.7bn $41.1bn $5.65bn $26.4bn 72.4%
Q1 FY26Feb–Apr 2025 $44.1bn $39.1bn $4.95bn $18.8bn 60.5%
Q4 FY25Nov 2024–Jan 2025 $39.3bn $35.6bn $3.75bn $22.1bn 73.0%
Q3 FY25Aug–Oct 2024 $35.1bn $30.8bn $4.31bn $19.3bn 74.6%

Nvidia's financial year ends in late January, so its “Q2 FY27” is roughly May to July 2026. From Nvidia’s results filed with the SEC; newer quarters appear automatically, with the business split added after each report is checked.

Directors’ share deals

Directors and senior staff must tell the SEC within two business days when they buy, sell or are given shares.

ReportedWhoWhat happened
23 Sep 2026 Timothy S. TeterEVP, General Counsel and Sec Sold 30,460 shares at $222.80 ($6.8m)
22 Sep 2026 Mark A StevensDirector Sold 1,366,000 shares at $219.73 ($300m)
18 Sep 2026 Scott GawelPrincipal Accounting Officer Shares kept back for tax 2,932 shares
18 Sep 2026 Debora ShoquistEVP, Operations Shares kept back for tax 35,008 shares
18 Sep 2026 Timothy S. TeterEVP, General Counsel and Sec Shares kept back for tax 35,738 shares
18 Sep 2026 Colette KressEVP & Chief Financial Officer Shares kept back for tax 40,747 shares
Sold 34,918 shares at $219.05 ($7.6m)
18 Sep 2026 Jen Hsun HuangPresident and CEO, Director Shares kept back for tax 45,728 shares
Gift 438,000 shares
11 Sep 2026 Nicholas P. ParkerEVP, Worldwide Field Ops Awarded shares 172,507 shares

From Form 4 filings on SEC EDGAR. ‘Used options’ means turning share options into shares; it is not a purchase on the market.

Share price

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Chart by TradingView. Prices may be delayed. This page is not investment advice.

Latest videos

From Nvidia’s own YouTube channel. Videos open on YouTube.

Timeline

  1. Oct 2026Launches RTX Spark Windows PCs with Microsoft.
  2. Sep 2026Adds $150bn to its share buyback, leaving $235bn to spend by early 2028.
  3. Sep 2026Agrees to buy Hugging Face for $12.9bn.
  4. Aug 2026Vera Rubin production shipments begin.
  5. Mar 2026Shows the Feynman chips for 2028 at its GTC conference.
  6. Dec 2025Licenses Groq's chip technology and hires its staff.
  7. Oct 2025First company worth $5 trillion.
  8. Jul 2025First company worth $4 trillion.
  9. Jun 2024Passes $3 trillion.
  10. May 2023Worth $1 trillion for the first time.
  11. Sep 2022H100 (Hopper) in full production.
  12. Apr 2020Buys Mellanox, the networking business behind its data-centre links.
  13. 2018RTX graphics cards bring real-time ray tracing.
  14. 2012AlexNet, trained on Nvidia GPUs, kicks off modern AI.
  15. 2006CUDA lets GPUs run general programs, not just graphics.
  16. 1999GeForce 256, which Nvidia called the first GPU.
  17. Jan 1999Shares listed on Nasdaq.
  18. Apr 1993Nvidia is founded by Jensen Huang, Chris Malachowsky and Curtis Priem.

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Where this comes from

  • US filings, results and insider deals: SEC EDGAR
  • Company news: Nvidia newsroom
  • Headlines: TechCrunch, Tom's Hardware, The Register and Data Center Dynamics (links to the full stories)
  • Videos: Nvidia on YouTube
  • Products, cities and timeline: checked by ChartsView against the company’s own reports, last on 8 Oct 2026.

All sources are free and public. Data is collected each morning and refreshed through the day. This page is for information only and is not investment advice.

ChartsView is independent and is not connected with, or endorsed by, NVIDIA Corporation. The company’s name is used only to say who this page is about.

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