Skip to main content
Autobound logo
Nvidia10-K: Supplier concentration

Company expects supply constraints to be a headwind for its Gaming segment starting Q1 FY2027.

Read at SEC EDGAR

What happened

NVIDIA is forecasting an inability to meet demand for its Gaming products due to supply chain limitations. This highlights a critical dependency on suppliers and could lead to lost revenue and market share in a key segment.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

Nvidia 10-K for FY2026

Filing excerpt

We expect supply constraints to be a headwind to Gaming in the first quarter of fiscal year 2027 and beyond.

sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
01/25
Filed
Feb 25, 2026

More from Nvidia

Company page →

More 10-K signals at other companies

The full record

From the Signal API record

Details

CIK
1045810
Accession number
0001045810-26-000021
Timeframe
Next year
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • GPU
  • GeForce

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

Use this data

Get every 10-K signal for Nvidia and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Nvidia this week?”

    MCP setup guide

  2. Send it to your own tools

    The Signal API returns 10-K signals for any list of companies as JSON, for your CRM, warehouse or app.

    Signal API

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Start Free1,000 free creditsUse it in Claude via MCP
Show the full JSONThe record on this page and the API request

GET /v1/signals/f9ffe943-6bd9-4fa9-9bb2-635fadfaee7b returns this record as JSON. POST /v1/companies/enrich returns every signal for nvidia.com.

{
  "signal_id": "f9ffe943-6bd9-4fa9-9bb2-635fadfaee7b",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-03-03T05:49:13.782+00:00",
  "company": {
    "name": "Nvidia",
    "domain": "nvidia.com"
  },
  "data": {
    "detail": "NVIDIA is forecasting an inability to meet demand for its Gaming products due to supply chain limitations. This highlights a critical dependency on suppliers and could lead to lost revenue and market share in a key segment.",
    "metrics": {
      "timeframe": "next_year"
    },
    "summary": "Company expects supply constraints to be a headwind for its Gaming segment starting Q1 FY2027.",
    "excerpts": "We expect supply constraints to be a headwind to Gaming in the first quarter of fiscal year 2027 and beyond.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm",
    "filing_date": "2026-02-25",
    "filing_year": 2026,
    "fiscal_year_end": "01/25",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "technologies_mentioned": [
      "GPU",
      "GeForce"
    ]
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.