NVIDIA Corporation is a leading company in the design and development of programmable graphics processors. They have a strong focus on IT and networking solutions, which make up 77.8% of their sales.

Their offerings include data center platforms, high-performance computing solutions, and technologies for autonomous vehicles and artificial intelligence infrastructure. Graphics processors, such as the GeForce and NVIDIA RTX brands, account for 22.2% of their sales and are used in computers, gaming consoles, and workstations.

In terms of sector performance, data storage is the largest contributor with 78% of sales, followed by gaming at 17.1%, professional visualization at 2.5%, automotive at 1.8%, and other sectors at 0.6%. Geographically, the company generates significant revenue from the USA (44.3%), Taiwan (22%), and China (16.9%), with the remaining 16.8% coming from other regions.

UBS maintains a positive outlook on NVIDIA, reflecting confidence in its strong product portfolio and market position.