Filings monitor · NVDA

What NVIDIA CORP's SEC filings said

10-Q for 2026Q3, filed 26 Aug 2026, and 2 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Product Launch and Transition96 · importance in its document · 10-Q · 2026Q3
   Blackwell continued to account for the majority of NVIDIA’s system shipments during the second quarter. Blackwell Ultra infrastructure drove the year-over-year increase in Compute & Networking revenue and the 117% growth in Data Center…
2. CEO exit, abrupt90 · rule score among filings · 8-K Item 5.02 · 12 Nov 2026
   On November 11, 2026, the Board of Directors, or the Board, of NVIDIA Corporation accepted the resignation of Jen-Hsun Huang, as NVIDIA’s President, Chief Executive Officer and member of the Board, effective immediately.
3. Supply Commitments and Inventory89 · importance in its document · 10-Q · 2026Q3
   NVIDIA increased supply and capacity commitments from $119 billion in the prior quarter to $279 billion as of July 26, 2026 to support current and future products. The company recorded $2.1 billion of first-half inventory and…
4. Outstanding Indebtedness89 · importance in its document · 8-K exhibit · 26 Aug 2026
   Total debt was $33.366 billion at July 26, 2026, consisting of $1.000 billion of short-term debt and $32.366 billion of long-term debt. Long-term debt increased from $7.469 billion at January 25, 2026. NVIDIA reported $24.896 billion of…
5. Non-marketable and Public Equity Investments83 · importance in its document · 8-K exhibit · 26 Aug 2026
   Non-marketable securities totaled $51.157 billion at July 26, 2026, compared with $22.251 billion at January 25, 2026. Marketable equity securities totaled $42.783 billion at quarter-end, up from $12.886 billion at fiscal year-end. NVIDIA…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 26 Aug 2026

Full report · Filing on EDGAR

• Product Launch and TransitionImportance 96
  Blackwell continued to account for the majority of NVIDIA’s system shipments during the second quarter. Blackwell Ultra infrastructure drove the year-over-year increase in Compute & Networking revenue and the 117%…
• Supply Commitments and InventoryImportance 89 · +2 more on this subject
  NVIDIA increased supply and capacity commitments from $119 billion in the prior quarter to $279 billion as of July 26, 2026 to support current and future products. The company recorded $2.1 billion of first-half…
• Revenue Concentration RiskImportance 76 · +1 more on this subject
  One direct customer represented 16% of second-quarter fiscal 2027 revenue, primarily within Compute & Networking. Three direct customers represented 16%, 15%, and 13% of first-half revenue, compared with two customers…
• AI Infrastructure CommitmentsImportance 71 · +1 more on this subject
  NVIDIA entered guarantees with SB Energy covering approximately 4.25 gigawatts of IT load at the PORTS Technology Campus in Ohio, with aggregate obligations capped at $105 billion. The campus is expected to begin…
• Datacenter Infrastructure FinancingImportance 71
  NVIDIA identified land, power, shell, energy, and capital availability as critical constraints on customers’ and partners’ ability to build data centers. In August 2026, NVIDIA guaranteed up to $105 billion of credit…
• Revenue Performance and MixImportance 69
  Second-quarter fiscal 2027 revenue was $96.221 billion, up 106% year over year and 18% sequentially, while first-half revenue reached $177.837 billion versus $90.805 billion a year earlier. Data Center revenue…
• Datacenter Demand TrendsImportance 69
  Second-quarter revenue growth was driven by data center products for accelerated computing and AI solutions, with Blackwell comprising the majority of system shipments. Data Center revenue increased 117% year over year…
• Outstanding IndebtednessImportance 64
  In June 2026, NVIDIA issued $25.0 billion of senior unsecured notes across seven tranches for general corporate purposes. As of July 26, 2026, aggregate debt maturities totaled $33.5 billion before unamortized…
• Operating Expense TrendsImportance 63
  Second-quarter operating expenses increased 55% year over year to $8.408 billion and rose 10% sequentially from $7.621 billion. Research and development expense increased 64% year over year to $7.054 billion in the…
• Income Tax Rate ChangesImportance 62
  Second-quarter fiscal 2027 income tax expense was $11.8 billion versus $4.8 billion a year earlier, while first-half expense was $23.4 billion versus $7.9 billion. The effective tax rate increased to 16.5% from 15.3%…
• Investment Gains and Other IncomeImportance 59
  Other income, net increased to $7.773 billion in the second quarter from $2.766 billion a year earlier and to $24.140 billion in the first half from $3.039 billion. Net gains from equity securities were $7.771 billion…
• Geographic Revenue ShiftImportance 59
  Revenue from customers headquartered outside the United States represented 38% of total revenue in the second quarter of fiscal 2027, compared with 30% in the prior-year quarter. For the first half of fiscal 2027,…

8-K filings last 12 months

• CEO exit, abrupt12 Nov 2026 · 8-K Item 5.02 · Flagged · rule score 90
  “On November 11, 2026, the Board of Directors, or the Board, of NVIDIA Corporation accepted the resignation of Jen-Hsun Huang, as NVIDIA’s President, Chief Executive Officer and member of the Board, effective immediately.”
  Read from the attached exhibit: Leadership Transition
• Results, no stated guidance change26 Aug 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Outstanding Indebtedness · Non-marketable and Public Equity Investments · Guidance / Outlook
• New debt17 Aug 2026 · 8-K Item 2.03 · Routine · rule score 25
  Read from the attached exhibit: AI Infrastructure Partnership · AI Infrastructure Investment · Customer Commitments and Demand
• Other officer change2 Jul 2026 · 8-K Item 5.02 · Routine · rule score 15
  “On June 28, 2026, Ajay K. Puri, Executive Vice President, Worldwide Field Operations of NVIDIA Corporation, or the Company, notified the Company of his intention to retire from his role effective upon the employment commencement date of…”
• Results, no stated guidance change20 May 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Revenue Performance and Mix · Datacenter Demand and Networking Ramp · Investing Activity and Non‑marketable Securities Purchases
• Board change8 May 2026 · 8-K Item 5.02 · Routine · rule score 10
  “Ms. Nora Johnson will join the Board effective July 13, 2026, due to a prior professional commitment.”
• Other officer change27 Apr 2026 · 8-K Item 5.02 · Routine · rule score 15
  “In this role, he will serve as the Company's principal accounting officer.”
• Executive pay change6 Mar 2026 · 8-K Item 5.02 · Routine · rule score 5
  “Adoption of Fiscal Year 2027 Variable Compensation Plan On March 2, 2026, the Compensation Committee of the Board of Directors, or the Board, of NVIDIA Corporation, or the Company, adopted the Variable Compensation Plan for Fiscal Year…”
• Results, no stated guidance change25 Feb 2026 · 8-K Item 2.02 · Routine · rule score 10
• Executive pay change23 Jan 2026 · 8-K Item 5.02 · Routine · rule score 5
  “Dr. Drell resigned to pursue a new professional opportunity and not because of any disagreement with the Company on any matter relating to the Company’s operations, policies or practices.”
• Results, no stated guidance change19 Nov 2025 · 8-K Item 2.02 · Routine · rule score 10

Earlier reports

• 10-Q · 2026Q2filed 20 May 2026
  Gross Margin Drivers · Geographic Revenue Shift · China Shipments Change
• 10-K · 2026filed 25 Feb 2026
  AI Infrastructure Investment · Datacenter Demand and Networking Ramp · Revenue Concentration Risk

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.