{"company":{"slug":"nvidia","name":"NVIDIA","legal_name":null,"aliases":["NVDA"],"primary_layer":"L4","primary_topic_id":"optical-modules","secondary_topics":["spacex-ipo-ai-infra"],"hq_country":"US","hq_city":null,"founded_year":1993,"is_public":true,"ticker":"NVDA","description":"The dominant AI accelerator vendor — GPUs (H100/B200/GB200), NVLink, and the CUDA software stack that anchors AI training and inference."},"profile":{"snapshot":"GPU supplier behind xAI Colossus; CUDA moat faces custom-silicon and memory-cap pushback","stack_layer":"L2","why_join_top_2":["You'd work on the sole GPU platform underpinning xAI/SpaceX's Colossus Hopper-class cluster (signal 40764050, 2026-05-06) — the largest named frontier buildout in this dataset, not a pilot deployment.","The CUDA software moat is why peers like Marvell and Astera can only compete at interconnect, never compute (crowd signal: 'AMD still don't want to invest into software. Nvidia success is all thankful to their CUDA'); you'd own that platform layer."],"peer_comparison":{"substitute":{"name":"Marvell Technology, Inc.","delta":"Marvell enables the hyperscaler custom-ASIC path (the crowd-cited Microsoft/Meta/Google/Amazon silicon) that substitutes for merchant NVIDIA GPUs in captive inference."},"direct_competitor":{"name":"Astera Labs, Inc.","delta":"Astera competes only at the connectivity/retimer fabric layer around the GPU; NVIDIA owns the compute die and CUDA stack Astera plugs into, not a like-for-like rival."}},"self_quality_score":{"notes":"Only one hard business signal and zero talent signals; hiring specialties left empty rather than fabricated, risk/bet sharpened via CBR crowd signals.","originality":7,"evidence_density":5,"anti_generic_pass":true,"reverse_hype_present":true},"strategic_position":{"top_risk":"Hyperscaler in-house XPUs (crowd-named: Microsoft, Meta, Google, Amazon, plus Broadcom/Marvell-built ASICs) visibly displace merchant-GPU share in inference workloads by H2 2026, eroding Blackwell pull-through outside training.","their_bet":"Blackwell-class GPUs become the default substrate not just for hyperscale training (Colossus, signal 40764050) but for sovereign/inference clouds (crowd signal: UK provider relaxAI running latest open models on NVIDIA Blackwell).","what_they_do_best":"Owning the full GPU + CUDA compute substrate for frontier clusters — evidenced by being the named GPU supplier underpinning the entire Colossus Hopper-class buildout (signal 40764050)."},"top_business_signals_90d":[{"summary":"NVIDIA is the sole GPU supplier underpinning the SpaceX/xAI Colossus Hopper-class compute buildout, making it a direct L2 beneficiary.","signal_id":"40764050-7ec6-4eba-9910-95b071259886","evidence_quote":"NVIDIA is the GPU supplier underpinning Colossus (Hopper-class), making NVIDIA a direct L2 beneficiary of the SpaceX/xAI compute buildout."}],"top_hiring_specialties_60d":[]},"recent_business_signals":[{"signal_type":"product_launch","signal_date":"2026-08-18","signal_data":{"kind":"dataset","tags":["license:cc-by-4.0","size_categories:n<1K","format:json","modality:text","library:datasets","library:pandas","library:polars","library:mlcroissant","region:us"],"layer":"L7","likes":0,"title":"HuggingFace dataset: nvidia/simready-dsx","source":"huggingface-hub","downloads":0},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-14","signal_data":{"kind":"model","tags":["transformers","safetensors","nemotron_h","text-generation","nvidia","pytorch","nemotron-3","latent-moe","mtp","conversational"],"layer":"L7","likes":0,"title":"HuggingFace model: nvidia/NVIDIA-Nemotron-Labs-Teacher-General-Reasoning","source":"huggingface-hub","downloads":0,"pipeline_tag":"text-generation"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-14","signal_data":{"kind":"model","tags":["transformers","safetensors","nemotron_h","text-generation","nvidia","pytorch","nemotron-3","latent-moe","mtp","conversational"],"layer":"L7","likes":0,"title":"HuggingFace model: nvidia/NVIDIA-Nemotron-Labs-Teacher-Chat","source":"huggingface-hub","downloads":0,"pipeline_tag":"text-generation"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-14","signal_data":{"kind":"model","tags":["transformers","safetensors","nemotron_h","text-generation","nvidia","pytorch","nemotron-3","latent-moe","mtp","conversational"],"layer":"L7","likes":1,"title":"HuggingFace model: nvidia/NVIDIA-Nemotron-Labs-Teacher-Competition-Coding","source":"huggingface-hub","downloads":0,"pipeline_tag":"text-generation"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-14","signal_data":{"kind":"model","tags":["transformers","safetensors","nemotron_h","text-generation","nvidia","pytorch","nemotron-3","latent-moe","mtp","conversational"],"layer":"L7","likes":1,"title":"HuggingFace model: nvidia/NVIDIA-Nemotron-Labs-Teacher-STEM","source":"huggingface-hub","downloads":0,"pipeline_tag":"text-generation"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-14","signal_data":{"kind":"model","tags":["transformers","safetensors","nemotron_h","text-generation","nvidia","pytorch","nemotron-3","latent-moe","mtp","conversational"],"layer":"L7","likes":0,"title":"HuggingFace model: nvidia/NVIDIA-Nemotron-Labs-Teacher-Instruction-Following","source":"huggingface-hub","downloads":0,"pipeline_tag":"text-generation"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-13","signal_data":{"kind":"model","tags":["Model Optimizer","safetensors","kimi_k3","nvidia","ModelOpt","Kimi-K3","quantized","FP4","fp4","text-generation"],"layer":"L7","likes":6,"title":"HuggingFace model: nvidia/Kimi-K3-NVFP4","source":"huggingface-hub","downloads":16,"pipeline_tag":"text-generation"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-13","signal_data":{"kind":"model","tags":["video-generation","image-to-video","world-model","diffusion","autoregressive","camera-control","safetensors","arxiv:2608.13391","license:other","region:us"],"layer":"L7","likes":7,"title":"HuggingFace model: nvidia/cmd","source":"huggingface-hub","downloads":0,"pipeline_tag":"image-to-video"},"source":"huggingface-model"},{"signal_type":"product_launch","signal_date":"2026-08-11","signal_data":{"kind":"dataset","tags":["license:cc-by-4.0","size_categories:1K<n<10K","format:json","modality:text","library:datasets","library:dask","library:polars","library:mlcroissant","region:us"],"layer":"L7","likes":2,"title":"HuggingFace dataset: nvidia/Nemotron-SFT-SWE-v3.5","source":"huggingface-hub","downloads":0},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-07","signal_data":{"kind":"dataset","tags":["license:apache-2.0","size_categories:n<1K","format:text","modality:text","library:datasets","library:mlcroissant","region:us"],"layer":"L7","likes":0,"title":"HuggingFace dataset: nvidia/NeMo-Gym-Conversational-Tool-Use-Assets","source":"huggingface-hub","downloads":0},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-07","signal_data":{"kind":"dataset","tags":["size_categories:n<1K","format:json","modality:tabular","modality:text","library:datasets","library:pandas","library:polars","library:mlcroissant","region:us"],"layer":"L7","likes":0,"title":"HuggingFace dataset: nvidia/Arena-DROID-Camera-Sensitivity-Workflow-Sample","source":"huggingface-hub","downloads":0},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-07","signal_data":{"kind":"dataset","tags":["task_categories:text-generation","language:en","license:cc-by-4.0","region:us"],"layer":"L7","likes":0,"title":"HuggingFace dataset: nvidia/Nemotron-RL-Lightning-Training-Blend","source":"huggingface-hub","downloads":0},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-06","signal_data":{"kind":"dataset","tags":["task_categories:text-generation","language:en","license:cc-by-4.0","size_categories:10K<n<100K","format:json","modality:text","library:datasets","library:pandas","library:polars","library:mlcroissant"],"layer":"L7","likes":6,"title":"HuggingFace dataset: nvidia/Nemotron-RL-Agentic-Terminal-Pivot-v1","source":"huggingface-hub","downloads":0},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-06","signal_data":{"kind":"dataset","tags":["task_categories:robotics","license:cc-by-4.0","region:us","robotics","manipulation","bimanual","lerobot","motion-retargeting","synthetic"],"layer":"L7","likes":1,"title":"HuggingFace dataset: nvidia/example-retargeted-motion-and-simulated-robot-execution-derived-from-taco","source":"huggingface-hub","downloads":30},"source":"huggingface-dataset"},{"signal_type":"product_launch","signal_date":"2026-08-05","signal_data":{"kind":"model","tags":["Model Optimizer","safetensors","qwen3","nvidia","ModelOpt","Nemotron-3.5-Lightning","latent-moe","mtp","DFlash","text-generation"],"layer":"L7","likes":11,"title":"HuggingFace model: nvidia/NVIDIA-Nemotron-3.5-Lightning-30B-A3B-NVFP4-DFlash","source":"huggingface-hub","downloads":112,"pipeline_tag":"text-generation"},"source":"huggingface-model"}],"recent_talent_signals":[{"job_title":"Solutions Architect, Industry Accounts","job_level":null,"job_specialty":null,"posted_date":"2026-07-04"},{"job_title":"Solutions Architect, Infrastructure","job_level":null,"job_specialty":null,"posted_date":"2026-07-04"},{"job_title":"Solutions Architect, Infrastructure","job_level":null,"job_specialty":null,"posted_date":"2026-07-04"},{"job_title":"Engineering Manager, AI Developer Technology","job_level":null,"job_specialty":null,"posted_date":"2026-07-03"},{"job_title":"Senior Solutions Architect, Supercomputing","job_level":null,"job_specialty":null,"posted_date":"2026-07-03"},{"job_title":"Solutions Architect, Infrastructure","job_level":null,"job_specialty":null,"posted_date":"2026-07-03"},{"job_title":"Solutions Architect - Rack Scale AI Systems","job_level":null,"job_specialty":null,"posted_date":"2026-07-03"},{"job_title":"Senior System Architect, Enterprise Reference Architectures","job_level":null,"job_specialty":null,"posted_date":"2026-07-02"},{"job_title":"Solutions Architect, Supercomputing","job_level":null,"job_specialty":null,"posted_date":"2026-06-28"},{"job_title":"Forward Deployed Architect","job_level":null,"job_specialty":null,"posted_date":"2026-06-28"},{"job_title":"Human Resources Business Partner","job_level":null,"job_specialty":null,"posted_date":"2026-06-17"},{"job_title":"Senior Software Engineer - Server Manageability","job_level":null,"job_specialty":null,"posted_date":"2026-06-15"},{"job_title":"Graphic Designer - Enterprise Launch","job_level":null,"job_specialty":null,"posted_date":"2026-06-14"},{"job_title":"Senior Director, Global Workplace Strategy, Planning and Design","job_level":null,"job_specialty":null,"posted_date":"2026-06-14"},{"job_title":"Senior Director, Global Commodity Management - Optics","job_level":null,"job_specialty":null,"posted_date":"2026-06-14"}],"citation_url":"/companies/nvidia","last_updated":"2026-08-17T03:00:06.993+00:00","generated_at":"2026-08-19T12:21:34.354Z","avg_fit_score":85.64895833333333,"fit_scores":[{"overall_score":88.125,"growth_score":95,"comp_score":null,"learning_score":90,"stability_score":75,"culture_score":70,"jobseeker_profile_id":"6c7e2df6-dfe0-4b9f-8877-d28f86ff06df"},{"overall_score":86.1764705882353,"growth_score":95,"comp_score":null,"learning_score":90,"stability_score":80,"culture_score":65,"jobseeker_profile_id":"17c67d1e-ce33-4db4-8792-fb5a10f3269f"},{"overall_score":85.8333333333333,"growth_score":95,"comp_score":null,"learning_score":90,"stability_score":80,"culture_score":75,"jobseeker_profile_id":"5e457c68-b6ba-4412-8706-9ff112037ef9"},{"overall_score":85.5882352941176,"growth_score":95,"comp_score":null,"learning_score":90,"stability_score":85,"culture_score":70,"jobseeker_profile_id":"f5cd4318-91a8-4061-9fce-d8bb02888aa2"},{"overall_score":74.7058823529412,"growth_score":95,"comp_score":null,"learning_score":90,"stability_score":75,"culture_score":65,"jobseeker_profile_id":"95b406d5-d33d-4d7b-ad5b-2c85923f44e2"},{"overall_score":86.8125,"growth_score":92,"comp_score":null,"learning_score":85,"stability_score":78,"culture_score":72,"jobseeker_profile_id":"23bfd311-864f-4229-a48e-2978db5f784f"},{"overall_score":85.5333333333333,"growth_score":92,"comp_score":null,"learning_score":85,"stability_score":78,"culture_score":72,"jobseeker_profile_id":"158f8e72-3930-4bd7-ad74-92bd4255897b"},{"overall_score":86,"growth_score":92,"comp_score":null,"learning_score":85,"stability_score":80,"culture_score":70,"jobseeker_profile_id":"d89d4fe4-ebd6-480e-8df8-7c36f4e58ad4"},{"overall_score":84.25,"growth_score":90,"comp_score":null,"learning_score":85,"stability_score":75,"culture_score":68,"jobseeker_profile_id":"719ea28f-d5d0-4d1e-b2a4-403899b9803f"}]}