—Entity profile
- Data refreshed
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- Source coverage
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IDC ATLAS · ENTITY PROFILE
NVIDIA
GPU products, supernodes and AI-factory demand signals.
- Market
- United States
- Category
- GPU / networking
- Ticker
- NVDA
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CAPEX WATCH · 01
Where Hyperscaler AI CapEx Actually Goes
Azure, Google Cloud and AWS accelerated together; capacity gaps and free-cash-flow conversion now define the hyperscaler AI buildout.
MODEL DEMAND · 05
Model Prices Are Fragmenting. What Changes for AI Infrastructure?
GPT-5.6 and Anthropic's Sonnet 5, Opus 4.8 and Fable 5 turn capability, speed, price and reasoning depth into separate infrastructure variables.