What Nvidia's FY2026 10-K says: 12 signals
Nvidia filed its latest 10-K with the SEC on Feb 25, 2026. It discusses AI investment, margin pressure and supplier concentration.
Public (NVDA)Computer Hardware Manufacturing10,000+ employeesnvidia.comLinkedIn
- Filed
- Feb 25, 2026
- Period
- FY2026
- Fiscal year end
- 01/25
- Filings
- 1
10-K · latest 9
What Nvidia's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 01/25 · 12 signals
Gross margin hit by inventory provisions for low-yielding Blackwell material in Q2 FY2025.
Production issues with the new Blackwell architecture are leading to material write-downs, directly impacting profitability.
AIGPUBlackwell architecture
Experiencing manufacturing lead times of more than 12 months for certain components.
Extended lead times of over a year create significant risk of supply-demand mismatches, leading to potential product shortages or excess inventory.
AIGPUCPUDPU
NVIDIA makes significant, nonrefundable payments for IP license from Groq, Inc.
NVIDIA has licensed technology from Groq, requiring significant engineering effort to integrate and creating pressure to successfully monetize the investment.
Groq, Inc.
NVIDIA unveiled next-gen Rubin platform, targeting shipments in H2 FY2027 with 10x cost reduction.
The Rubin platform is designed for agentic AI and reasoning, promising up to a 10x reduction in cost per token compared to the Blackwell generation.
agentic AIAI
NVIDIA entered a significant IP licensing deal with Groq, Inc. for future product architectures.
NVIDIA made significant, nonrefundable payments to license technology from Groq, Inc., indicating a strategic move to integrate external IP to accelerate its product roadmap.
Groq, Inc.
Facing competitive pressure from customers developing their own in-house chip solutions.
Major customers are leveraging their internal expertise to develop proprietary solutions, creating a direct competitive threat to NVIDIA's offerings.
AICloudGPU
Company expects supply constraints to be a headwind for its Gaming segment starting Q1 FY2027.
NVIDIA is forecasting an inability to meet demand for its Gaming products due to supply chain limitations.
GPUGeForce
NVIDIA's shift to a yearly product launch cycle is magnifying supply chain complexity and forecasting challenges.
AIData CenterGPUBlackwell architecture
Future revenue at risk due to customer shortages of data center capacity, energy, and capital.
NVIDIA's growth is constrained by their customers' ability to build out AI infrastructure, citing shortages in data center space, power, and financing.
AIdata center
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .