Chips · Public · NASDAQ: NVDA · Santa Clara, US
NVIDIA
Chip company whose GPUs power most AI training and inference.
- Listed
- NVDA
- NASDAQ: NVDA
Compute and infrastructure
Stated contract totals over multi-year terms, not annual spend
| Date | Deal | Role | Value (basis) | Capacity | Source |
|---|---|---|---|---|---|
| Aug 17, 2026 | OpenAI and SB Energy 20-year leases at the PORTS-Pike campuswith SB Energy, OpenAI · Data-center lease, Warrant | Partner | No dollar value stated in the source | ≈8 GW | S-1 ↗ |
| Nov 18, 2025 | Microsoft, NVIDIA and Anthropic strategic partnershipswith Anthropic, Microsoft · Compute commitment, Strategic investment | Partner, Strategic | $30B | ≤1 GW | Anthropic ↗ |
| Sep 22, 2025 | OpenAI and NVIDIA systems partnership (letter of intent)with OpenAI · Chip supply, Strategic investment | Provider, Strategic | No dollar value stated in the source | ≥10 GW | OpenAI ↗ |
Models and usage on Tokscale
Among Tokscale users only
| Model | Active users | Adoption | Tokens |
|---|---|---|---|
| Nemotron 3.5 Super VL Freenemotron-3.5-super-vl-free | 28 | 3% | 755.4M |
| Nemotron 3.5 Lightning Freenemotron-3.5-lightning-free | 20 | 2% | 237.8M |
| Nemotron 3 Ultra Freenemotron-3-ultra-free | 11 | 1% | 47.1M |
| Nemotron 3 Ultra 550B A55B Freenemotron-3-ultra-550b-a55b-free | 10 | 1% | 149.3M |
| Nemotron 3.5 Super VLnemotron-3.5-super-vl | 4 | 0% | 231.0M |
| Nemotron 3 Ultra 550B A55Bnemotron-3-ultra-550b-a55b | 3 | 0% | 88.5M |
| Nemotron 3.5 Lightning 30B A3Bnemotron-3.5-lightning-30b-a3b | 3 | 0% | 4.1M |
| Nemotron 3 Nano Omni 30B A3B Reasoning Freenemotron-3-nano-omni-30b-a3b-reasoning-free | 2 | 0% | 380 |
19 NVIDIA models used · 0.0% of tokens from identified models among 958 Tokscale accounts · data through Nov 12, 2026. All models →
Cash paid for property and equipment
SEC XBRL, by fiscal quarter · hollow bars are derived
| Quarter | Period | Cash paid for PP&E | How | Filing |
|---|---|---|---|---|
| FY27 Q2 | May–Jul 2026Apr 27, 2026 to Jul 26, 2026 | $2.68B | DerivedSix months to Jul 26, 2026 ($4,434,000,000) minus three months to Apr 26, 2026 ($1,757,000,000) | 10-Q Aug 26, 2026 ↗10-Q May 20, 2026 ↗ |
| FY27 Q1 | Feb–Apr 2026Jan 26, 2026 to Apr 26, 2026 | $1.76B | Reported | 10-Q May 20, 2026 ↗ |
| FY26 Q4 | Nov 2025–Jan 2026Oct 27, 2025 to Jan 25, 2026 | $1.28B | DerivedTwelve months to Jan 25, 2026 ($6,042,000,000) minus nine months to Oct 26, 2025 ($4,758,000,000) | 10-K Feb 25, 2026 ↗10-Q Nov 19, 2025 ↗ |
| FY26 Q3 | Aug–Oct 2025Jul 28, 2025 to Oct 26, 2025 | $1.64B | DerivedNine months to Oct 26, 2025 ($4,758,000,000) minus six months to Jul 27, 2025 ($3,122,000,000) | 10-Q Nov 19, 2025 ↗10-Q Aug 27, 2025 ↗ |
| FY26 Q2 | May–Jul 2025Apr 28, 2025 to Jul 27, 2025 | $1.9B | DerivedSix months to Jul 27, 2025 ($3,122,000,000) minus three months to Apr 27, 2025 ($1,227,000,000) | 10-Q Aug 27, 2025 ↗10-Q May 28, 2025 ↗ |
| FY26 Q1 | Feb–Apr 2025Jan 27, 2025 to Apr 27, 2025 | $1.23B | Reported | 10-Q May 28, 2025 ↗ |
| FY25 Q4 | Nov 2024–Jan 2025Oct 28, 2024 to Jan 26, 2025 | $1.08B | DerivedTwelve months to Jan 26, 2025 ($3,236,000,000) minus nine months to Oct 27, 2024 ($2,159,000,000) | 10-K Feb 26, 2025 ↗10-Q Nov 20, 2024 ↗ |
| FY25 Q3 | Aug–Oct 2024Jul 29, 2024 to Oct 27, 2024 | $813M | DerivedNine months to Oct 27, 2024 ($2,159,000,000) minus six months to Jul 28, 2024 ($1,346,000,000) | 10-Q Nov 20, 2024 ↗10-Q Aug 28, 2024 ↗ |
Fiscal years: FY2026 $6.04B (Feb 2025–Jan 2026, 10-K) · FY2025 $3.24B (Feb 2024–Jan 2025, 10-K) · FY2024 $1.07B (Feb 2023–Jan 2024, 10-K)
This line also includes purchases of intangible assets.
Deals and investments
- Sep 8, 2026RoundMistral AI Series DMistral AI€3Bat more than €21B postClosed Mistral AI ↗
- Aug 17, 2026InvestmentNVIDIA invests in SB EnergySB Energy$3BSigned S-1 ↗
- Mar 31, 2026RoundOpenAI funding round (March 2026)OpenAI$122Bat $852B postClosed OpenAI ↗
- Feb 27, 2026RoundOpenAI investment from SoftBank, NVIDIA and Amazon (February 2026)OpenAI$110Bcounted in a later eventAnnounced OpenAI ↗
- Feb 12, 2026RoundAnthropic Series GAnthropic$30Bat $380B postClosed Anthropic ↗
- Jan 6, 2026RoundxAI Series ExAI$20BClosed xAI ↗
- Nov 18, 2025ComputeMicrosoft, NVIDIA and Anthropic strategic partnershipsAnthropic ↔ Microsoft$30BAnnounced Anthropic ↗
- Sep 22, 2025ComputeOpenAI and NVIDIA systems partnership (letter of intent)OpenAI ↔ NVIDIAup to $100BAnnounced OpenAI ↗
- Sep 9, 2025RoundMistral AI Series CMistral AI€1.7Bat €11.7B postClosed Mistral AI ↗
- Dec 23, 2024RoundxAI Series CxAI$6BClosed xAI ↗
Timeline
Every tracked event, newest first
- Sep 8, 2026RoundMistral AI Series DMistral AI€3Bat more than €21B postClosed Mistral AI ↗
- Aug 17, 2026InvestmentNVIDIA invests in SB EnergySB Energy$3BSigned S-1 ↗
- Aug 17, 2026LeaseOpenAI and SB Energy 20-year leases at the PORTS-Pike campusOpenAI ↔ SB Energy≈8 GWSigned S-1 ↗
- Mar 31, 2026RoundOpenAI funding round (March 2026)OpenAI$122Bat $852B postClosed OpenAI ↗
- Feb 27, 2026RoundOpenAI investment from SoftBank, NVIDIA and Amazon (February 2026)OpenAI$110Bcounted in a later eventAnnounced OpenAI ↗
- Feb 12, 2026RoundAnthropic Series GAnthropic$30Bat $380B postClosed Anthropic ↗
- Jan 6, 2026RoundxAI Series ExAI$20BClosed xAI ↗
- Nov 18, 2025ComputeMicrosoft, NVIDIA and Anthropic strategic partnershipsAnthropic ↔ Microsoft$30BAnnounced Anthropic ↗
- Sep 22, 2025ComputeOpenAI and NVIDIA systems partnership (letter of intent)OpenAI ↔ NVIDIAup to $100BAnnounced OpenAI ↗
- Sep 9, 2025RoundMistral AI Series CMistral AI€1.7Bat €11.7B postClosed Mistral AI ↗
- Dec 23, 2024RoundxAI Series CxAI$6BClosed xAI ↗
Related
Sources
14 sources · reviewed Oct 21, 2026
- SoftBank Group, “Execution of Follow-on Investment (Third Tranche) in OpenAI”, Oct 1, 2026 · SoftBank Group
- SEC EDGAR (SB Energy, Inc.), “SB Energy registration statement on Form S-1, filed September 1, 2026”, Aug 31, 2026 · S-1
- OpenAI, “OpenAI raises $122 billion to accelerate the next phase of AI”, Mar 31, 2026 · OpenAI
- OpenAI, “Scaling AI for everyone”, Feb 27, 2026 · OpenAI
- SoftBank Group, “Follow-on Investments in OpenAI”, Feb 27, 2026 · SoftBank Group
- Anthropic, “Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation”, Feb 12, 2026 · Anthropic
- xAI, “xAI Raises $20B Series E”, Jan 6, 2026 · xAI
- Anthropic, “Microsoft, NVIDIA, and Anthropic announce strategic partnerships”, Nov 18, 2025 · Anthropic
- OpenAI, “OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems”, Sep 22, 2025 · OpenAI
- Mistral AI, “Mistral raises 1.7B€ to accelerate technological progress with AI”, Sep 9, 2025 · Mistral AI
- xAI, “xAI raises $6B Series C”, Dec 23, 2024 · xAI
- Mistral AI, “Mistral raises €3B to make sovereign, open-weight AI the technology frontier” · Mistral AI
- Mistral AI, “Mistral Blog (RSS feed)” · Mistral AI
- Wikidata, “Wikidata item Q182477 (Nvidia)” · Wikidata
Corrections: none. Found an error? Report it.