United States · ticker NVDA Updated 2026-09-09· researched 2026-09-12· verified 2026-09-11· next review 2026-09-19· listed 2026-09-09 ⚠ research overdue — re-review queued
What They Do
NVIDIA designs GPUs and accelerated computing platforms that power AI training and inference globally, spanning compute, semiconductors, and networking. They manufacture hardware such as the NVIDIA H100 and supply critical compute infrastructure to major AI companies including OpenAI and Microsoft.
Why it matters to AI
NVIDIA GPUs are the dominant compute platform for AI training, making them foundational infrastructure for the entire AI ecosystem. Their supply relationships with TSMC, SK Hynix, and Samsung Electronics underpin the global AI hardware supply chain, and without their platforms, large-scale AI training at companies like OpenAI, Microsoft, Amazon, and Google would not be feasible at current scale.
FANUC leverages NVIDIA AI infrastructure including Jetson edge modules, cloud/edge AI infrastructure, NVIDIA Isaac Sim, and NVIDIA Omniverse libraries within its robot portfolio and ROBOGUIDE simulation software.
FANUC applies NVIDIA AI to enable robots to interpret voice commands and automatically generate Python code, reducing setup time and empowering non-specialist employees to adjust processes.