Santa Clara, UNITED STATES (U.S.A.)www.nvidia.com/en-us/
Invested through / Financed by
  • Triodos Global Equities Impact Fund
Asset classListed equity
Impact strategyImpact Equities and Bonds
ISIN codeUS67066G1040
Industry groupSemiconductors & Semiconductor Equipment

NVIDIA is a US fabless semiconductor company and was founded in 1993. NVIDIA designs, develops, and markets graphics processing units (GPUs) and related software for the gaming, professional visualisation, data center and automotive markets. The company's GPUs are particularly well suited for tasks that require a large number of complex computations, such as machine learning and artificial intelligence. The company's customers are broad based and include Amazon, Facebook, financial institutions, universities, research institutions, but also gamers. The company derives over 80% of its sales from customers outside the US.

Investment rationale

NVIDIA is the world's leading supplier of graphics processing units (GPUs) and related software, which are very useful in machine learning, artificial intelligence, and other tasks that require a large number of complex computations. As such, NVIDIA contributes to and accelerates the development of various aspects of artificial intelligence (AI), amongst others in the areas of healthcare and automotive safety. Furthermore, with data centers consuming a meaningful portion of the world’s energy, improving performance and energy efficiency is a principal goal in NVIDIA’s research, development, and design processes. Its most recent GPU architecture is 3.5x more energy efficient than its predecessor.