Sectivia

NvidiaNVDA

NASDAQ · USA · Segment 1 of 8 in the AI & digital infrastructure value chain: Chips & accelerators

The world's leading manufacturer of GPUs and AI accelerators. Nvidia's chips and CUDA software are the de facto standard for training large AI models.

Chips & accelerators: Designs and builds the processors, accelerators and memory that train and run AI.

Key metrics

Market cap
$5T
Price
$210.44
Today
+3.8%
Return YTD
+8.7%
Return 1Y
+24.5%
P/E
31.1
P/S
19.6
P/B
25.4

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

AI hardwareData center exposureGPU training & inferenceCUDA ecosystemDatacenter accelerators

In the value chain

Products & services

  • H100/B200/Rubin AI GPUs
  • CUDA software platform
  • NVLink & networking (Mellanox)

Competitors

Risks

  • High customer concentration among a few hyperscalers
  • Export restrictions against China
  • Competition from customers' own chips

Supply chain

Supplies →

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Same segment: Chips & accelerators

See where Nvidia sits in the full AI & digital infrastructure map — every segment from upstream suppliers to end markets, with daily metrics.Open the AI value chain →