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Nvidia10-K: Supply chain disruption

Experiencing component lead times of more than 12 months, causing supply-demand mismatches.

Read at SEC EDGAR

What happened

NVIDIA is facing extended manufacturing lead times exceeding 12 months, leading to product shortages, excess inventory, and increased costs from paying premiums. This volatility has significantly harmed financial results and creates risk for customer relationships.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

Nvidia 10-K for FY2026

Filing excerpt

We have previously experienced and may continue to experience extended lead times of more than 12 months.

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: Supply chain disruption

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

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

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The full record

From the Signal API record

Details

CIK
1045810
Accession number
0001045810-26-000021
Filing year
2026
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Extraction

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

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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
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Show the full JSONThe record on this page and the API request

GET /v1/signals/aad10930-87e3-4895-af5b-17de37337d62 returns this record as JSON. POST /v1/companies/enrich returns every signal for nvidia.com.

{
  "signal_id": "aad10930-87e3-4895-af5b-17de37337d62",
  "signal_type": "sec-10k",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-03-03T05:49:13.782+00:00",
  "company": {
    "name": "Nvidia",
    "domain": "nvidia.com"
  },
  "data": {
    "detail": "NVIDIA is facing extended manufacturing lead times exceeding 12 months, leading to product shortages, excess inventory, and increased costs from paying premiums. This volatility has significantly harmed financial results and creates risk for customer relationships.",
    "summary": "Experiencing component lead times of more than 12 months, causing supply-demand mismatches.",
    "excerpts": "We have previously experienced and may continue to experience extended lead times of more than 12 months.",
    "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": "Supply chain tools urgently needed",
    "signal_category": "operations"
  }
}

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