NVIDIA Corporation has been recommended as a Buy by UBS due to its position as a global leader in programmable graphics processors and associated software development.
The company's net sales are primarily driven by its computer and networking solutions, which account for the majority of its total sales. This segment includes data center platforms, high-performance computing, and solutions for autonomous vehicles, among others.
Graphics processors, which make up a smaller portion of sales, cater to PCs, gaming consoles, and workstations, featuring well-known brands such as GeForce and NVIDIA RTX. The company also offers a range of products including laptops, desktops, gaming computers, and peripherals, alongside software for visual computing and automotive infotainment systems.
NVIDIA's net sales are heavily concentrated in data storage and gaming, with smaller contributions from professional visualization, automotive, and other sectors. Geographically, the United States represents the largest portion of sales, followed by Taiwan, China, and other regions.