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Nvidia10-K: Quality issue

Gross margins hit in Q2 FY25 by inventory provisions for low-yielding Blackwell material.

What happened

NVIDIA experienced production problems with its new Blackwell architecture, resulting in low-yielding material and inventory write-downs. This directly impacted gross margins and indicates potential manufacturing or quality control challenges with their latest product line.

Source

SEC EDGARFeb 25, 2026

Annual report (Form 10-K)

Nvidia 10-K for FY2026

Filing excerpt

our gross margins in the second quarter of fiscal year 2025 were negatively impacted by inventory provisions for low-yielding Blackwell material.

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: Quality issue

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
Quality management needed
Signal category
Operations

Topics and mentions

Technologies

  • Blackwell

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Mar 3, 2026
signal_type
sec-10k
signal_subtype
qualityIssue

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

GET /v1/signals/5ff9d8b7-05e3-4d5d-be87-a5feada48cdf returns this record as JSON. POST /v1/companies/enrich returns every signal for nvidia.com.

{
  "signal_id": "5ff9d8b7-05e3-4d5d-be87-a5feada48cdf",
  "signal_type": "sec-10k",
  "signal_subtype": "qualityIssue",
  "detected_at": "2026-03-03T05:49:13.782+00:00",
  "company": {
    "name": "Nvidia",
    "domain": "nvidia.com"
  },
  "data": {
    "detail": "NVIDIA experienced production problems with its new Blackwell architecture, resulting in low-yielding material and inventory write-downs. This directly impacted gross margins and indicates potential manufacturing or quality control challenges with their latest product line.",
    "summary": "Gross margins hit in Q2 FY25 by inventory provisions for low-yielding Blackwell material.",
    "excerpts": "our gross margins in the second quarter of fiscal year 2025 were negatively impacted by inventory provisions for low-yielding Blackwell material.",
    "relevance": 0.9,
    "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": "Quality management needed",
    "signal_category": "operations",
    "technologies_mentioned": [
      "Blackwell"
    ]
  }
}

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