Skip to main content
Nvidia10-Q: AI investment

NVIDIA warns that restrictions on open-source AI models from China could have a material impact.

What happened

The company's growth is tied to the proliferation of open-source AI, including models from China. Any new regulations restricting support for models like DeepSeek, Qwen, or KIMMI would directly threaten a key demand driver for NVIDIA's products and could require new compliance and software filtering solutions.

Source

SEC EDGARMay 20, 2026

Quarterly report (Form 10-Q)

Nvidia 10-Q

Filing excerpt

Any regulatory control or other restriction that limits our ability to provide products and services that support third-party applications and models, including applications built on foundation models originating in China such as DeepSeek, Qwen, or KIMMI, could have a material impact on our business, operating results, and financial condition.

sec.gov/Archives/edgar/data/1045810/000104581026000052/nvda-20260426.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: AI investment

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

Fiscal year end
04/26
Filed
May 20, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1045810
Accession number
0001045810-26-000052
Filing year
2026
Fiscal year
0
Why it matters
Target for AI vendors
Signal category
Technology

Topics and mentions

Technologies

  • AI
  • open-source foundation models
  • DeepSeek
  • Qwen
  • KIMMI

Regions named

  • China

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
May 26, 2026
signal_type
sec-10q
signal_subtype
aiInvestment

Use this data

Get every 10-Q 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?”

  2. Send it to your own tools

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

  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-10q 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/f703d8fe-d7cc-4509-8421-9cd5c7e44303 returns this record as JSON. POST /v1/companies/enrich returns every signal for nvidia.com.

{
  "signal_id": "f703d8fe-d7cc-4509-8421-9cd5c7e44303",
  "signal_type": "sec-10q",
  "signal_subtype": "aiInvestment",
  "detected_at": "2026-05-26T10:04:42.46+00:00",
  "company": {
    "name": "Nvidia",
    "domain": "nvidia.com"
  },
  "data": {
    "detail": "The company's growth is tied to the proliferation of open-source AI, including models from China. Any new regulations restricting support for models like DeepSeek, Qwen, or KIMMI would directly threaten a key demand driver for NVIDIA's products and could require new compliance and software filtering solutions.",
    "summary": "NVIDIA warns that restrictions on open-source AI models from China could have a material impact.",
    "excerpts": "Any regulatory control or other restriction that limits our ability to provide products and services that support third-party applications and models, including applications built on foundation models originating in China such as DeepSeek, Qwen, or KIMMI, could have a material impact on our business, operating results, and financial condition.",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581026000052/nvda-20260426.htm",
    "filing_date": "2026-05-20",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "04/26",
    "sales_relevance": "Target for AI vendors",
    "signal_category": "technology",
    "regions_mentioned": [
      "China"
    ],
    "technologies_mentioned": [
      "AI",
      "open-source foundation models",
      "DeepSeek",
      "Qwen",
      "KIMMI"
    ]
  }
}

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.