The Chain Gazette · ResearchSemiconductorsNASDAQ NMS - GLOBAL MARKETFull writeup

$206.09+1.38%as of 12:16 PM ET

NVDA — NVIDIA Corporation

AI/GPU leader; released CUDA-Q quantum-classical hybrid framework (2024); GPUs used for quantum circuit simulation acceleration in IBM Qiskit Aer and Google Cirq.

Coiled

52w range compression, breakout-adjusted

Watched

100

7-day news volume + tape quietness

Sound

100

Margins, growth, FCF composite

Critical

Supply-chain concentration × demand

Pressure

Pricing Power

74.2%

Filling fast

Numbers on the wire.

Market cap

$4.92T

P/E (TTM)

31.39

P/S (TTM)

19.77

EV / EBITDA

42.04

Gross margin

74.15%

Op margin

64.02%

Net margin

62.97%

FCF margin

—

Rev growth YoY

70.68%

EPS growth YoY

110.34%

ROE

111.66%

ROA

83.11%

Debt / Equity

0.04

Current ratio

3.44

Price / Book

26.93

Beta

2.24

Layer Presence.

Quantum Computing (All Modalities)Quantum software frameworks, compilers, and middleware (Qiskit, Cirq, Braket, CUDA-Q, etc.).68%

NVIDIA CUDA-Q bridges classical GPU compute and quantum circuit execution. Quantum is ~0.01% of NVDA revenue. GPUs are the preferred classical co-processor for quantum simulation and error-correction decoding. Risk: quantum computers must outperform classical GPUs to be commercially relevant — not yet achieved.

NVDA — NVIDIA Corporation

Numbers on the wire.

Layer Presence.

From the EDGAR wire.

From the tape.