What Nvidia's latest 10-Q says: 8 signals
Nvidia filed its latest 10-Q with the SEC on Aug 26, 2026. It discusses acquisition completed, competitor named and debt refinancing.
Public (NVDA)Computer Hardware Manufacturing10,000+ employeesnvidia.comLinkedIn
- Filed
- Aug 26, 2026
- Filings
- 2
- Signals
- 18
10-Q · latest 10
What Nvidia's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 8 signals
NVIDIA losing China data center market share to competitors due to U.S. export controls.
The company is 'effectively foreclosed' from China's data center market, which has helped competitors build larger ecosystems and creates a material adverse impact on business.
AIGPUdata centerDeepSeek
CFO, General Counsel, and Director adopt large 10b5-1 stock selling plans in May/June 2026.
Top executives, including CFO Colette Kress and General Counsel Timothy Teter, have adopted pre-arranged trading plans to sell hundreds of thousands of shares.
U.S. export controls are preventing NVIDIA from competing in China's data center market, allowing competitors in China, Europe, and Israel to grow their developer and customer ecosystems.
AIGPUdata centernetworking
NVIDIA completed a $209M acquisition on May 15, 2026, creating integration needs.
NVIDIA acquired an unnamed company for approximately $209 million by issuing stock to key employees.
$209M
Value of stock issued for acquisition of an unnamed company
NVIDIA identifies critical supply chain dependency on partners in Taiwan and South Korea.
The company's ability to operate is fundamentally tied to receiving a consistent supply from Taiwan and South Korea, creating a significant geopolitical and operational risk.
Unilateral US export controls resulted in NVIDIA holding excess inventory of its H20 chips, creating a direct financial and operational pain point.
NVIDIA managing $33.5 billion in outstanding senior notes, facing future refinancing needs.
The company must service $33.5B in debt, dedicating cash flow that could be used for other investments and facing risk of less favorable terms upon refinancing.
$33.5B
Aggregate principal amount of senior notes outstanding.
- SEC EDGAR
10-Q
Filed · 10 signals
CFO Colette Kress terminated her 10b5-1 trading plan on April 10, 2026, with no shares sold.
The termination of a pre-scheduled trading plan for 500,000 shares by the CFO can signal awareness of upcoming material, non-public information.
Took a $4.5 billion charge for excess H20 chip inventory due to US export controls on China.
NVIDIA incurred a massive $4.5B charge due to diminished demand for its H20 products, a direct result of US export restrictions on China.
$4.5B
Charge for excess H20 inventory and purchase obligations
semiconductorintegrated circuits
Company states it is "effectively foreclosed" from China's data center market, helping competitors.
NVIDIA explicitly states it is blocked from competing in China's data center market, creating a significant revenue gap and directly benefiting competitors who can now build larger ecosystems.
data centerAIsupercomputing
Showing 10 of 18 filing signals. The Signal API returns all of them.
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Nvidia earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Making deep investments in US-based onshore manufacturing and supply chain.The company is making substantial long-term purchase commitments to partners like TSMC, Foxconn, and Wistron to build out a complete chip-to-supercomputer manufacturing ecosystem in the US. This signals massive budget allocation for construction, factory equipment, logistics, and related services in Arizona and Texas. | |
| Securing massive sovereign AI deals for national infrastructure build-outs.Nations are now treating AI as essential infrastructure, creating a new multi-billion dollar growth engine for the company with large-scale projects announced in Saudi Arabia, UAE, and Taiwan. | |
| Facing material adverse impact from US export controls on China market.New US export controls on the H20 GPU for China forced a $4.5B inventory write-down and prevented $2.5B in Q1 shipments. Leadership views the loss of the $50B China market as a major business threat that benefits foreign competitors, creating pressure to find alternative strategies or compliant solutions. | |
| Guiding Q2 revenue to $45B, significantly beating expectations despite China headwinds.The company's guidance implies the core business is outperforming by billions, driven by the Blackwell ramp and insatiable AI demand, offsetting an $8 billion revenue loss from China export controls. | |
| Confirmed $8 billion in lost H20 revenue for Q2 due to export ban.The CFO explicitly quantified the immediate financial pain from export controls, stating the Q2 outlook reflects a loss of approximately $8 billion in H20 revenue destined for China. This hard number underscores the severity of the regulatory headwind and the urgent need to offset this massive revenue gap. | |
| Networking business becomes major growth vector, now annualizing over $8 billion.The networking division saw 64% sequential growth, with Spectrum-X adoption expanding to Google Cloud and Meta. This rapid growth signifies heavy investment in high-performance networking for AI clusters. |
Signal API · MCP
Track Nvidia with the Signal API
One POST /v1/companies/enrich call with nvidia.com returns Nvidia 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
2 credits per signal returned; zero-result calls are free. Endpoint reference
curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"nvidia.com","signal_types":["sec-10q"],"limit":20}'Same industry
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Questions about Nvidia 10-Q
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Source. Quarterly reports (Form 10-Q) 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 .