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Nvidia Corp  (NASDAQ: NVDA)
    Sector  Technology    Industry Semiconductors
   Industry Semiconductors
   Sector  Technology
 

Nvidia's Customers Performance

NVDA



 
NVDA's Source of Revenues Nvidia's Corporate Customers have recorded a rise in their cost of revenue by 24.12 % in the 2 quarter 2026 year on year, sequentially costs of revenue grew by 4.91 %. During the corresponding time, Nvidia Corp recorded a revenue increase by 105.85 % year on year, sequentially revenue grew by 17.9 %. While revenue at the Nvidia Corp's corporate clients recorded rose by 24.93 % year on year, sequentially revenue grew by 9.15 %.

List of NVDA Customers




Nvidia's Customers have recorded a rise in their cost of revenue by 24.12 % in the 2 quarter 2026 year on year, sequentially costs of revenue grew by 4.91 %, for the same period Nvidia Corp recorded revenue increase by 105.85 % year on year, sequentially revenue grew by 17.9 %.

List of NVDA Customers

Nvidia's Business Units
Compute and Networking    169.25 % of total Revenue
Graphics    15.58 % of total Revenue
United States    128.71 % of total Revenue
Taiwan    40.52 % of total Revenue
China including Hong Kong    12.92 % of total Revenue
Other countries    2.67 % of total Revenue
Data Center    170.72 % of total Revenue
Hyperscale    95.36 % of total Revenue
AI Clouds, Industrial, & Enterprise    75.36 % of total Revenue
Edge Computing    14.1 % of total Revenue




   
Customers Net Income grew in Q2 by Customers Net margin grew to
37.87 % 19.51 %
Customers Net Income grew in Q2 by 37.87 %


Customers Net margin grew to 19.51 %



Nvidia's Customers, Q2 2026 Revenue Growth By Industry
Customers in Electronic Parts & Equipment Industry      38.56 %
Customers in EV, Auto & Truck Manufacturers Industry      25.52 %
Customers in Auto & Truck Parts Industry -29.89 %   
Customers in Miscellaneous Financial Services Industry      13.89 %
Customers in Communications Services Industry      14.53 %
Customers in Communications Equipment Industry      102.34 %
Customers in Computer Hardware Industry      36.06 %
Customers in Computer Networks Industry      17.43 %
Customers in Semiconductors Industry      41.01 %
Customers in Software & Programming Industry      17.3 %
Customers in Consumer Electronics Industry      2.6 %
     
• Customers Valuation • Customers Mgmt. Effect.


Nvidia's Comment on Sales, Marketing and Customers



The company provides data center-scale infrastructure and computing platforms to major cloud service providers (CSPs), AI model makers, enterprises, and startups across various industries. Its services support AI solutions and assistants, AI foundation models, advertising, search, recommendation systems, social networking, data processing, online shopping, live video, and translation. AI model makers utilize the company's infrastructure and software hosted at CSPs to develop, build, and operate AI models, products, and services. Enterprises and startups leverage these platforms to create generative and agentic AI-enabled products and services, aiming to accelerate workloads and reduce costs. Key market segments served include the enterprise software industry for AI assistants, chatbots, and agents; the transportation industry for autonomous driving; and the healthcare industry.


  News about Nvidia Corp Contracts

NVIDIA’s Spectrum-X Ethernet Switches Usher in a New Era of Networking for Hyperscalers

In the rapidly evolving world of artificial intelligence and cloud computing, NVIDIA is once again at the forefront, unveiling its latest breakthrough with the introduction of Spectrum-X Ethernet switches. As players like Meta and Oracle continue to scale their operations, these cutting-edge networking solutions promise to transform the landscape of data centers, enhancing performance for what can only be described as “giga-scale” AI applications.Networking has always been a crucial component of data center efficiency, and with the ascent of AI-driven workloads, the demand for robust and efficient networking hardware has surged. NVIDIA’s Spectrum-X Ethernet Switches are designed specifically to meet th...

“NVIDIA Launches Revolutionary Omniverse Physics Digital Twins A Catalyst for Unparelleled Growth and Innovation Ac...

NVIDIA Unveils Omniverse Real-Time Physics Digital Twins Amidst a Surge in Corporate Client RevenueIn a significant development that showcases NVIDIA s leadership in the realms of computer-aided engineering and virtual simulation, the company has announced the launch of its Omniverse Real-Time Physics Digital Twins. This groundbreaking initiative is supported by industry giants such as Altair, Ansys, Cadence, Siemens, and several others, ushering in a new era of interactive virtual wind tunnels. The implications of this technology for sectors such as aerospace, automotive, and IT infrastructure are substantial, as it offers engineers unprecedented opportunities for exploration and optimization in their desi...

NVIDIAs Expanding Ecosystem Transforming Global Industries Through AI Infrastructure and Collaboration

In a seminal move that underscores its dominance in the AI landscape, NVIDIA has recently partnered with several Japanese cloud leaders SoftBank Corp. GMO Internet Group, Highreso, KDDI, Rutilea, and SAKURA Internet to deploy NVIDIA s accelerated computing, networking solutions, and software in various sectors such as robotics, automotive, healthcare, telecom, and the public sector. This coalition reflects a powerful alignment of technology and industry to foster exponential growth in Japan’s AI capabilities. Revolutionizing Industries with Advanced Technology NVIDIA s initiative in Japan comes at a time when there s an enormous push for AI integration across sectors. These alliances aim to exploit NVIDIA ...

NVIDIAs Advancements in Open Hardware and Generative AI Propel Industrial Innovation and AI Infrastructure

In a bold move emblematic of its pioneering spirit, NVIDIA has announced significant contributions to the open hardware ecosystem, specifically through its Blackwell platform design. This initiative is set to foster innovation in AI infrastructure, providing vital resources for developers and enterprises alike. The implications of this contribution are substantial, positioning NVIDIA at the forefront of technological advancement, particularly as the world stands on the brink of a new industrial revolution.One of the critical components in this endeavor is the GB200 NVL72 design, which promises to enhance AI operational capabilities across various sectors. This high-performance architecture serves as a founda...

NVIDIA and U.S. Tech Giants Unite to Propel AI Innovation Across Industries,

NVIDIA Partners with U.S. Tech Leaders to Drive AI Revolution Across IndustriesWASHINGTON, Oct. 08, 2024 NVIDIA, a leader in artificial intelligence and computing technologies, announced a strategic partnership with major U.S. technology companies to revolutionize various industries with custom AI applications. Utilizing NVIDIA AI software, including NVIDIA NIM Agent Blueprints, NeMo, and NIM microservices, these collaborations aim to redefine how sectors operate, from healthcare to manufacturing.At the recent NVIDIA AI Summit held in Washington D.C. executives outlined their vision for transforming industries using AI technologies. The company is providing partners with advanced tools and frameworks that...

NVIDIAs Strategic Leap Harnessing AI Innovations and Record ROI to Lead the Semiconductor Industry

In a groundbreaking announcement on August 27, 2024, NVIDIA, a leading player in the semiconductor industry, unveiled its new NIM Agent Blueprints. This initiative aims to empower enterprise developers with a comprehensive suite of customizable AI workflows, tailored for a variety of applications, including customer service avatars, retrieval-augmented generation, and drug discovery virtual screening. This move signifies NVIDIA s commitment to making cutting-edge AI technology accessible to organizations across various sectors.The NIM Agent Blueprints are a catalog of pre-trained, customizable AI workflows designed to facilitate the development and deployment of generative AI applications. The initiative is ...

NVIDIA Develops Omniverse Microservices to Enhance AI Development, Reports Revenue Surge Amidst Contractions in Vario...

In recent news, NVIDIA, a leading technology company, has announced the introduction of Omniverse Microservices, a groundbreaking tool aimed at accelerating the development of AI systems in various fields. This article provides an analysis of the key facts surrounding this new technology, as well as the financial performance of NVIDIA and its corporate clients based on the article NVIDIA Announces Omniverse Microservices to Supercharge Physical AI NVIDIA Omniverse Cloud Sensor RTX Generates Synthetic Data to Speed AI Development of Autonomous Vehicles, Robotic Arms, Mobile Robots, Humanoids and Smart Spaces. Additionally, it examines the revenue fluctuations observed in different industries, shedding light...

NVIDIA’s AI Supercomputing Leap: Innovations Drive Scientific Research and Enhance Telecom Service Experience.

With the unveiling of NVIDIA s Grace Hopper, a new era for AI supercomputing is about to dawn. The tech giant, together with Switzerland s Alps Supercomputer, France s EXA1-HE Supercomputer, and others, is generating a staggering 200 exaflops of AI. This enormous computational capacity, based on energy-efficient Grace-based systems, will power groundbreaking research in fields ranging from climate studies and weather forecasting to exploratory scientific research. The impact of NVIDIA s new technology is wide-ranging and transformative. The supercomputing capacity of the Grace Hopper system could significantly expedite research on climate change, a critical global challenge. Similarly, by enhancing the abili...

NVIDIA Unveils Groundbreaking AI-Optimized Switches, Defying Market Challenges and Propelling Growth

NVIDIA s New Switches Revolutionize AI Infrastructure and Drive Impressive Growth, Despite Challenging Market ConditionsIn a recent press release, NVIDIA unveiled its latest networking switches, the X800 series, specifically designed to support massive-scale AI and trillion-parameter GPU computing. The announcement comes at a time when NVIDIA Corp is experiencing remarkable growth, with significant reductions in costs of revenue for its corporate clients compared to the previous year. Additionally, the company s revenue has seen substantial year-on-year and sequential increases.During the fourth quarter, costs of revenue for NVIDIA Corp s corporate clients decreased by an impressive 6.11% compared to the pre...

Powering the Quantum Revolution: NVIDIA's Advancements in Quantum Computing and Semiconductor Industry

NVIDIA Corporation has been at the forefront of driving innovations in the field of quantum computing, as seen through their collaboration with Australia s Pawsey Supercomputing Centre. By leveraging their cutting-edge NVIDIA CUDA Quantum Platform and accelerated by the powerful NVIDIA Grace Hopper Superchips, scientists are able to run state-of-the-art quantum computing simulations. Alongside this quantum computing progress, it is crucial to analyze the current financial performance of NVIDIA and its business partners within the semiconductor industry.Quantum Computing Breakthrough at Pawsey Supercomputing Centre:The collaboration between NVIDIA and Australia s Pawsey Supercomputing Centre has paved the way...




Nvidia’s Comment on Sales, Marketing and Customers


The company provides data center-scale infrastructure and computing platforms to major cloud service providers (CSPs), AI model makers, enterprises, and startups across various industries. Its services support AI solutions and assistants, AI foundation models, advertising, search, recommendation systems, social networking, data processing, online shopping, live video, and translation. AI model makers utilize the company's infrastructure and software hosted at CSPs to develop, build, and operate AI models, products, and services. Enterprises and startups leverage these platforms to create generative and agentic AI-enabled products and services, aiming to accelerate workloads and reduce costs. Key market segments served include the enterprise software industry for AI assistants, chatbots, and agents; the transportation industry for autonomous driving; and the healthcare industry.








NVDA's vs. Customers, Data

(Revenue and Income for Trailing 12 Months, in Millions of $, except Employees)



COMPANY NAME MARKET CAP REVENUES INCOME EMPLOYEES
Nvidia Corp 5,302,872.60 253,491.00 159,613.00 42,000
Cisco Systems Inc 428,363.28 60,746.00 11,958.00 82,400
Lumentum Holdings Inc 69,803.22 2,409.50 735.10 13,757
George Risk Industries Inc 111.74 29.23 9.22 190
Utstarcom Holdings Corp 21.14 8.05 -7.95 481
Vuzix Corp 212.68 6.09 -30.71 88
SUBTOTAL 13,401,112.80 1,984,273.34 363,292.52 2,895,340
43 more clients available

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Sources: Nvidia Corp’s official press releases and regulatory filings; CSIMarket.com’s market research; and the financial filings and press releases of other companies cited in this report.
Updated on:
Focus of this report: Nvidia Corp’s corporate clients.
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