Goblin House
Goblin House
Area: Market Signals — Full Company Workup (market_full_workup)
Filed: 2026-05-02T07:45:21.788Z
Source: External LLM via /handoff/market
Resolved company: Nvidia (entity #24, ticker NVDA)
Ingest result: 7 events, 3 governance, 3 regulatory, 3 revenue, 1 connections, 16 sources, (1 skipped) — 1 new market signals auto-detected
{ "target_company": { "name": "Nvidia", "ticker": "NVDA" },
"corporate_events": [ { "summary": "NVIDIA reported Q4 FY2025 revenue of $39.3B (up 78% YoY) and FY2025 revenue of $130.5B (up 114% YoY), with record Data Center revenue of $35.6B.", "event_date": "2025-02-26", "signal_type": "earnings_report", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm" }, { "summary": "NVIDIA filed Annual Report on Form 10-K for fiscal year ended January 26, 2025, disclosing record revenue and AI infrastructure investments.", "event_date": "2025-02-26", "signal_type": "earnings_report", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm" }, { "summary": "U.S. government informed NVIDIA that a license is required for export to China of H20 integrated circuits and any circuits achieving H20's memory/interconnect bandwidth, effective indefinitely.", "event_date": "2025-04-09", "signal_type": "regulatory_action", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm" }, { "summary": "NVIDIA filed Q3 FY2026 Form 10-Q, reporting goodwill increase of $1.1B from acquisitions allocated to Compute & Networking reporting unit.", "event_date": "2025-10-26", "signal_type": "earnings_report", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm" }, { "summary": "NVIDIA-led team received $25 million research grant from DARPA under Ubiquitous High Performance Computing program to develop GPU technologies for exascale supercomputers.", "event_date": "2015-11-10", "signal_type": "contract_award", "confidence": "primary", "source_url": "https://nvidianews.nvidia.com/news/nvidia-led-team-receives-25-million-contract-from-darpa-to-develop-high-performance-gpu-computing-systems" }, { "summary": "NVIDIA awarded DARPA PERFECT program contract worth up to $20 million to research embedded processor technologies for autonomous vehicles.", "event_date": "2013-01-04", "signal_type": "contract_award", "confidence": "primary", "source_url": "https://nvidianews.nvidia.com/news/nvidia-receives-darpa-contract-worth-up-to-20-million-for-high-performance-embedded-processor-research-6622726" }, { "summary": "US Department of Defense signed new deals with NVIDIA, Microsoft, Amazon Web Services, and Reflection AI to integrate advanced AI systems into classified military networks.", "event_date": "2026-05-02", "signal_type": "contract_award", "confidence": "secondary", "source_url": "https://thetechportal.com/2026/05/02/us-defense-department-signs-contracts-with-nvidia-microsoft-and-aws-to-integrate-advanced-ai-into-classified-networks" } ],
"governance_signals": [ { "fact_text": "NVIDIA Corp spent $4,950,000 on federal lobbying in 2025 to influence Congress and federal agencies on AI, computing, and technology policy matters.", "date_occurred": "2025-12-31", "confidence": "primary", "source_url": "https://www.opensecrets.org/federal-lobbying/clients/summary?cycle=2025&id=D000036303", "entity_link": "United States Congress", "relationship_type": "lobbies" }, { "fact_text": "NVIDIA's 2025 Proxy Statement filed with the SEC incorporates governance disclosures for the Annual Meeting of Shareholders.", "date_occurred": "2025-02-26", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000098/finalforfiling-2025xannual.pdf" }, { "fact_text": "NVIDIA contributed $30 million in support including $24 million in computing for its DGX platform to a US government AI research program involving DARPA, Department of Defense, Department of Energy, NASA, NIH, NOAA, and USDA.", "date_occurred": "2024-01-24", "confidence": "secondary", "source_url": "https://finance.yahoo.com/news/nvidia-microsoft-google-and-others-partner-with-us-government-on-ai-research-program-160111850.html", "entity_link": "DARPA", "relationship_type": "contracts_with" } ],
"regulatory_exposure": [ { "fact_text": "U.S. government imposed indefinite license requirement for NVIDIA exports to China of H20 integrated circuits and any circuits achieving H20's memory bandwidth or interconnect bandwidth, citing risk of use in or diversion to Chinese supercomputers.", "date_occurred": "2025-04-09", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm" }, { "fact_text": "Putative derivative lawsuit pending in U.S. District Court for Northern District of California, captioned In re NVIDIA Corporation Consolidated Derivative Litigation, initially filed January 18, 2019, was stayed pending resolution of plaintiffs' appeal in the Securities Litigation action.", "date_occurred": "2019-01-18", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm" }, { "fact_text": "On February 20, 2025, the Ninth Circuit's judgment in the In Re NVIDIA Corporation Securities Litigation took effect, and the derivative lawsuit case was remanded to the district court for further proceedings.", "date_occurred": "2025-02-20", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm" } ],
"revenue_concentration": [ { "fact_text": "NVIDIA's customers include direct customers such as add-in board manufacturers, distributors, ODMs, OEMs, cloud service providers, hyperscale companies, and system integrators, with no single customer representing more than 10% of total revenue in FY2025.", "fiscal_period": "FY2025", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm" }, { "fact_text": "NVIDIA generates revenue from Compute & Networking segment and Graphics segment, with Data Center products driving substantial growth in FY2025, but government contracts represent a small portion of total revenue compared to commercial sales.", "fiscal_period": "FY2025", "confidence": "primary", "source_url": "https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm" }, { "fact_text": "NVIDIA has received multiple DARPA contracts including $25M for UHPC program and up to $20M for PERFECT program, but these represent research funding rather than recurring government revenue.", "fiscal_period": "FY2025", "confidence": "primary", "source_url": "https://nvidianews.nvidia.com/news/nvidia-led-team-receives-25-million-contract-from-darpa-to-develop-high-performance-gpu-computing-systems" } ] }