{"entity":{"id":24,"slug":"nvidia","name":"Nvidia","type":"company","role":"AI chip manufacturer; Palantir hardware partner","description":"GPU manufacturer. Partnership with Palantir announced October 28, 2025 by Jensen Huang. March 12, 2026 joint announcement of Palantir AI OS Reference Architecture (AIOS-RA) on Blackwell Ultra GPUs. Market cap crossed $5T same week as Palantir partnership. Thiel Macro offloaded all 537,742 Nvidia shares in Q3 2025 before selling.","imageUrl":"https://upload.wikimedia.org/wikipedia/commons/thumb/7/75/2788-2888_San_Tomas_Expwy.jpg/330px-2788-2888_San_Tomas_Expwy.jpg","createdAt":"2026-04-05T06:56:33.413Z","updatedAt":"2026-06-09T12:09:17.979Z"},"electedOffice":null,"significance":{"score":18,"components":{"totalFindings":8,"connectionDegree":8,"recentFindings90d":0,"activeResearchJobs":0,"goblinAttributions":1,"recentSyntheses90d":0,"moneyFlowChainsTotal":1,"closedLoopMemberships":0,"moneyFlowHopsRecent90d":0},"computedAt":"2026-10-19T01:29:35.844Z"},"facts":[{"id":766,"text":"NVPAC makes contributions to candidates from both Republican and Democratic parties, typically focusing on members of committees relevant to technology and trade policy","confidence":"primary","dateOccurred":"Various election cycles","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":2038,"text":"Individual Nvidia executives, including CEO Jensen Huang, have made personal political contributions that appear in FEC individual contribution records","confidence":"primary","dateOccurred":"Various dates","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":768,"text":"Individual contributions from Nvidia executives, including CEO Jensen Huang, are separately disclosed in FEC records as personal contributions","confidence":"primary","dateOccurred":"Various","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":2040,"text":"Nvidia Corporation (DUNS/UEI registered) appears as a federal contractor in USASpending.gov records with contracts spanning multiple federal agencies","confidence":"primary","dateOccurred":"Ongoing through 2024","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":765,"text":"Nvidia operates a registered Political Action Committee called 'Nvidia Corporation Political Action Committee' (NVPAC) that files regular disclosure reports with the FEC","confidence":"primary","dateOccurred":"Ongoing since registration","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":757,"text":"Nvidia Corporation is registered with the SEC under CIK number 0001045810","confidence":"primary","dateOccurred":"Ongoing since 1999 IPO","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":2035,"text":"Nvidia operates a corporate Political Action Committee (PAC) registered with the FEC, commonly referred to as NVPAC or Nvidia Corporation PAC","confidence":"primary","dateOccurred":"Ongoing registration","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":770,"text":"Nvidia Corporation is registered as a federal contractor in SAM.gov with headquarters in Santa Clara, California","confidence":"primary","dateOccurred":"Ongoing registration","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":2052,"text":"Nvidia has government contracts disclosed through USASpending.gov and FPDS databases, including work with defense and research agencies","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":2049,"text":"Nvidia registers lobbyists and files lobbying disclosure reports with Congress, reporting lobbying expenditures on semiconductor policy, export controls, and AI regulation","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":2046,"text":"Nvidia is required to file quarterly (10-Q) and annual (10-K) reports with the SEC, disclosing material business risks including export control restrictions","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":2033,"text":"Form 4 filings document regular insider transactions including executive stock sales under 10b5-1 trading plans","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":2031,"text":"SEC filings disclose Jensen Huang as co-founder, President, and CEO with significant stock holdings","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":2029,"text":"Nvidia files annual 10-K reports with fiscal year ending on the last Sunday of January","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":2028,"text":"Nvidia's SEC filings are available through the EDGAR database under CIK number 0001045810","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":2027,"text":"Nvidia Corporation is incorporated in Delaware and trades on NASDAQ under ticker symbol NVDA","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":776,"text":"Nvidia files annual 10-K reports, quarterly 10-Q reports, and 8-K current reports with the SEC, publicly available through the EDGAR database","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":769,"text":"Nvidia as a corporation does not make direct contributions to federal candidates, as this is prohibited by federal law; contributions flow through the PAC","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":764,"text":"The company's 10-K filings identify Jensen Huang as co-founder, President, and CEO","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":759,"text":"Nvidia's fiscal year ends on the last Sunday of January, requiring annual 10-K filings shortly thereafter","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":758,"text":"Nvidia files annual 10-K reports, quarterly 10-Q reports, and 8-K reports for material events with the SEC","confidence":"primary","dateOccurred":"Ongoing","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":771,"text":"The Department of Defense has awarded contracts to Nvidia for GPU technology and high-performance computing hardware","confidence":"primary","dateOccurred":"Multiple years through 2024","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":772,"text":"Department of Energy national laboratories have procurement records with Nvidia for supercomputing components","confidence":"primary","dateOccurred":"Multiple years","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":2036,"text":"Nvidia PAC makes contributions to federal candidates from both Republican and Democratic parties","confidence":"primary","dateOccurred":"Multiple election cycles","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":2039,"text":"Nvidia PAC contribution totals per election cycle are typically in the range of hundreds of thousands of dollars, consistent with large technology companies","confidence":"inferential","dateOccurred":"Inference based on company size and sector norms","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":33564,"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.","confidence":"primary","dateOccurred":"FY2025","source":{"title":"Corporate event: NVIDIA-led team received $25 million research grant from DARPA under Ubiquitous ","url":"https://nvidianews.nvidia.com/news/nvidia-led-team-receives-25-million-contract-from-darpa-to-develop-high-performance-gpu-computing-systems","publication":"Market handoff"}},{"id":33563,"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.","confidence":"primary","dateOccurred":"FY2025","source":{"title":"Corporate event: NVIDIA reported Q4 FY2025 revenue of $39.3B (up 78% YoY) and FY2025 revenue of $","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm","publication":"Market handoff"}},{"id":33562,"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.","confidence":"primary","dateOccurred":"FY2025","source":{"title":"Corporate event: NVIDIA filed Q3 FY2026 Form 10-Q, reporting goodwill increase of $1.1B from acqu","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm","publication":"Market handoff"}},{"id":2032,"text":"Nvidia's 10-K risk factors include dependency on Taiwan Semiconductor Manufacturing Company (TSMC) for chip fabrication","confidence":"primary","dateOccurred":"FY2024 10-K","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":760,"text":"Nvidia disclosed in SEC filings that it derives significant revenue from data center and gaming segments","confidence":"primary","dateOccurred":"FY2023-2024","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":790,"text":"The FTC filed a complaint seeking to block Nvidia's proposed $40 billion acquisition of Arm Ltd., leading Nvidia to abandon the deal","confidence":"primary","dateOccurred":"December 2021 - February 2022","source":{"title":"Research: Nvidia - court record","url":"https://www.courtlistener.com/?q=%22Nvidia%22&type=r","publication":"Public Record Research"}},{"id":762,"text":"Nvidia's proxy statements (DEF 14A) disclose executive compensation for CEO Jensen Huang and other named executive officers","confidence":"primary","dateOccurred":"Annual","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":33555,"text":"Contract awarded: 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.","confidence":"secondary","dateOccurred":"2026-05-02","source":{"title":"Corporate event: US Department of Defense signed new deals with NVIDIA, Microsoft, Amazon Web Ser","url":"https://thetechportal.com/2026/05/02/us-defense-department-signs-contracts-with-nvidia-microsoft-and-aws-to-integrate-advanced-ai-into-classified-networks","publication":"Market handoff"}},{"id":65996,"text":"The AIOS-RA product from the Nvidia/Palantir partnership was likely under development under classified government contracts (e.g., JADC2, Project Maven) prior to the October 2025 partnership announcement, explaining the abbreviated public timeline.","confidence":"secondary","dateOccurred":"2026-03-12","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":61789,"text":"The five-month development timeline from the Oct 2025 partnership announcement to the March 2026 AIOS-RA product launch is inconsistent with standard hardware-software integration cycles for Blackwell Ultra GPUs, suggesting either the technology stack was less mature than public statements implied or the partnership was commercially pre-negotiated beyond the initial announcement scope, requiring SEC material disclosure of ongoing contractual discussions.","confidence":"inferential","dateOccurred":"2026-03-12","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":9288,"text":"The March 12, 2026 joint announcement of Palantir AI OS Reference Architecture (AIOS-RA) on Blackwell Ultra GPUs suggests partnership negotiations were substantially advanced by October 2025, raising questions about the materiality threshold for initial disclosure timing","confidence":"secondary","dateOccurred":"2026-03-12","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":33556,"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.","confidence":"primary","dateOccurred":"2025-12-31","source":{"title":"Governance signal: NVIDIA Corp spent $4,950,000 on federal lobbying in 2025 to influence Congress a","url":"https://www.opensecrets.org/federal-lobbying/clients/summary?cycle=2025&id=D000036303","publication":"Market handoff"}},{"id":33552,"text":"Earnings report: NVIDIA filed Q3 FY2026 Form 10-Q, reporting goodwill increase of $1.1B from acquisitions allocated to Compute & Networking reporting unit.","confidence":"primary","dateOccurred":"2025-10-26","source":{"title":"Corporate event: NVIDIA filed Q3 FY2026 Form 10-Q, reporting goodwill increase of $1.1B from acqu","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm","publication":"Market handoff"}},{"id":9290,"text":"The temporal clustering of Nvidia's $5T market cap milestone and Palantir partnership announcement within the same week represents a statistically unlikely coincidence that warrants SEC materiality disclosure review","confidence":"inferential","dateOccurred":"2025-10-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":67789,"text":"Thiel Macro's Q3 2025 13F filing will be filed on November 14, 2025, providing the first verifiable public record of whether the Nvidia divestiture was a complete liquidation (zero shares) or reduction to a smaller position, and whether any re-entry occurred in Q4 2025.","confidence":"primary","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":65995,"text":"Thiel Macro’s Q3 2025 13F filing will provide documentary evidence of the exact timing and number of Nvidia shares divested, enabling calculation of whether any trading occurred within six months of a Palantir equity transaction.","confidence":"inferential","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":11500,"text":"Thiel Macro's institutional investment status would require quarterly 13F disclosure of equity positions exceeding $100 million, providing discoverable documentation of Nvidia divestiture timing and scale","confidence":"secondary","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":11498,"text":"The five-month timeline from Nvidia partnership announcement (October 2025) to joint AIOS-RA product announcement (March 2026) indicates partnership negotiations were likely active during Q3 2025 when Thiel Macro divested its Nvidia position","confidence":"secondary","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":9289,"text":"Peter Thiel's simultaneous roles as Palantir board member and Thiel Macro investment principal during the Q3 2025 Nvidia divestiture period creates potential Section 16 insider trading exposure under Palantir's business partnership materiality","confidence":"secondary","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":6604,"text":"The coordination of Nvidia's $5 trillion market cap milestone with the Palantir partnership announcement suggests potential market timing that would be subject to SEC market manipulation scrutiny","confidence":"inferential","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":3335,"text":"Thiel Macro's Q3 2025 divestiture of all Nvidia shares occurred in the quarter immediately preceding the October 28, 2025 Palantir-Nvidia partnership announcement by Jensen Huang","confidence":"inferential","dateOccurred":"2025-06-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":33559,"text":"Regulatory action: 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.","confidence":"primary","dateOccurred":"2025-04-09","source":{"title":"Corporate event: U.S. government informed NVIDIA that a license is required for export to China o","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm","publication":"Market handoff"}},{"id":33551,"text":"Regulatory enforcement action: 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.","confidence":"primary","dateOccurred":"2025-04-09","source":{"title":"Corporate event: U.S. government informed NVIDIA that a license is required for export to China o","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000082/nvda-20250409.htm","publication":"Market handoff"}},{"id":33557,"text":"NVIDIA's 2025 Proxy Statement filed with the SEC incorporates governance disclosures for the Annual Meeting of Shareholders.","confidence":"primary","dateOccurred":"2025-02-26","source":{"title":"Governance signal: NVIDIA's 2025 Proxy Statement filed with the SEC incorporates governance disclos","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000098/finalforfiling-2025xannual.pdf","publication":"Market handoff"}},{"id":33550,"text":"Earnings report: NVIDIA filed Annual Report on Form 10-K for fiscal year ended January 26, 2025, disclosing record revenue and AI infrastructure investments.","confidence":"primary","dateOccurred":"2025-02-26","source":{"title":"Corporate event: NVIDIA reported Q4 FY2025 revenue of $39.3B (up 78% YoY) and FY2025 revenue of $","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm","publication":"Market handoff"}},{"id":33549,"text":"Earnings report: 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.","confidence":"primary","dateOccurred":"2025-02-26","source":{"title":"Corporate event: NVIDIA reported Q4 FY2025 revenue of $39.3B (up 78% YoY) and FY2025 revenue of $","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000023/nvda-20250126.htm","publication":"Market handoff"}},{"id":33561,"text":"Regulatory action: 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.","confidence":"primary","dateOccurred":"2025-02-20","source":{"title":"Corporate event: NVIDIA filed Q3 FY2026 Form 10-Q, reporting goodwill increase of $1.1B from acqu","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581025000230/nvda-20251026.htm","publication":"Market handoff"}},{"id":778,"text":"Nvidia disclosed in SEC filings that it received a subpoena from the U.S. Department of Justice regarding antitrust concerns related to its AI chip business","confidence":"primary","dateOccurred":"2024-09-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":763,"text":"Nvidia completed a 10-for-1 stock split effective June 2024, disclosed in SEC filings","confidence":"primary","dateOccurred":"2024-06-15","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":2030,"text":"In FY2024 10-K filing, Nvidia reported Data Center segment as its largest revenue source, surpassing Gaming","confidence":"primary","dateOccurred":"2024-02-15","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":33558,"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.","confidence":"secondary","dateOccurred":"2024-01-24","source":{"title":"Governance signal: NVIDIA contributed $30 million in support including $24 million in computing for","url":"https://finance.yahoo.com/news/nvidia-microsoft-google-and-others-partner-with-us-government-on-ai-research-program-160111850.html","publication":"Market handoff"}},{"id":9292,"text":"German automotive manufacturers' procurement of Nvidia chips occurs primarily through Tier 1 suppliers rather than direct contracts, creating systematic gaps in public contract databases that obscure the true scope of dependency","confidence":"inferential","dateOccurred":"2023-2024","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":9291,"text":"The Bundestag's Digitalausschuss (Digital Affairs Committee) maintains official hearing transcripts that would contain any parliamentary discussions of Nvidia's role in German automotive AI development, providing a discoverable verification mechanism for semiconductor supply chain policy deliberations","confidence":"secondary","dateOccurred":"2023-2024","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":6609,"text":"The German automotive sector's reliance on Nvidia chips for autonomous driving development represents a specific industrial vulnerability that would systematically elevate semiconductor supply chain discussions in German economic and technology policy forums","confidence":"inferential","dateOccurred":"2023-2024","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":3339,"text":"Germany's Digitalausschuss (Digital Affairs Committee) has conducted hearings on AI and semiconductor supply chains where Nvidia's market dominance would be directly relevant to technological sovereignty discussions","confidence":"inferential","dateOccurred":"2023-2024","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":3337,"text":"The French Competition Authority's September 2023 announcement of antitrust charges against Nvidia likely triggered formal written questions in the French National Assembly given standard parliamentary practice of questioning ministers following major regulatory actions","confidence":"inferential","dateOccurred":"2023-2024","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":2053,"text":"Updated export controls in October 2023 further restricted Nvidia chip sales to China, including modified chips (A800, H800) designed to comply with earlier rules","confidence":"primary","dateOccurred":"2023-10-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":782,"text":"Updated export restrictions in October 2023 expanded controls to additional Nvidia products including the A800 and H800 chips designed for the China market, requiring new SEC risk disclosures","confidence":"primary","dateOccurred":"2023-10-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":2050,"text":"The French Competition Authority (Autorité de la concurrence) announced it was preparing antitrust charges against Nvidia related to GPU market practices","confidence":"primary","dateOccurred":"2023-09-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":798,"text":"French competition authority (Autorité de la concurrence) raided Nvidia offices in September 2023 as part of an antitrust investigation into the cloud computing sector","confidence":"primary","dateOccurred":"2023-09-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":9293,"text":"The Federal Ministry for Economic Affairs and Climate Action (BMWK) is required to publish strategy documents on semiconductor supply chain resilience that would necessarily address automotive sector dependencies given the industry's economic significance","confidence":"secondary","dateOccurred":"2023-06-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":6608,"text":"Germany's National Security Strategy published June 2023 explicitly identifies technological dependencies as national security risks, creating formal policy framework for parliamentary oversight of semiconductor supply chains during the 2023-2024 period","confidence":"inferential","dateOccurred":"2023-06-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":6606,"text":"Despite Nvidia's significant European market presence and regulatory attention on AI chip monopolization during 2022-2024, no documented French Competition Authority charges against Nvidia in September 2023 appear in available public records","confidence":"inferential","dateOccurred":"2023-06-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":62595,"text":"Nvidia faced at least three distinct regulatory actions between May 2022 and April 2025 (SEC crypto settlement, export controls, derivative litigation) that created overlapping incentives for trade association PAC contributions","confidence":"secondary","dateOccurred":"2022-2025","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":62709,"text":"The Semiconductor Industry Association PAC (SIMPAC) operates as a separate segregated fund under FEC regulations, meaning member company contributions to the PAC are attributed to 'Semiconductor Industry PAC' rather than individual corporate identifiers, creating a systematic transparency gap in tracking Nvidia's political spending through trade association channels","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":67783,"text":"The FEC's committee-level attribution system for SIMPAC means that any contributions from Nvidia or its executives during 2022-2024 appear under 'Semiconductor Industry PAC' without a searchable Nvidia identifier, creating a documented transparency gap.","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":10824,"text":"The temporal alignment of peak SIA lobbying activity on export controls (2022-2024) with Nvidia's acute regulatory pressure period creates a discoverable correlation pattern in LDA filings using trade (TRD) and defense (DEF) issue codes","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":10823,"text":"The Semiconductor Industry Association PAC (SIMPAC) creates a systematic dual-channel political spending mechanism where Nvidia can contribute both as a corporate member and through individual executive contributions, potentially amplifying political influence beyond direct PAC limitations","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":10822,"text":"SIMPAC contributions during 2022-2024 would represent a discoverable proxy for Nvidia's political mobilization beyond direct PAC giving, as member companies systematically contribute to industry-wide lobbying during regulatory pressure periods","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":10821,"text":"The concentration of three distinct regulatory pressures (export controls, antitrust investigation, crypto settlement) within the 2022-2024 election cycles created systematic political engagement incentives across multiple congressional committee jurisdictions for Nvidia","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":9562,"text":"The October 2022 export controls created acute political engagement incentives for SIA member companies during the critical 2022 midterm and 2024 presidential election cycles, maximizing the potential return on investment for industry PAC contributions","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":9560,"text":"The Semiconductor Industry Association's lobbying expenditures on export control issues during 2022-2024 would be disclosed in quarterly LDA filings using specific issue codes (TRD for trade, DEF for defense), providing a documentary trail of advocacy intensity that could correlate with SIMPAC contribution patterns","confidence":"secondary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":9070,"text":"Nvidia's regulatory exposure during 2022-2024 spanned three distinct policy domains - export controls (Treasury/Commerce), antitrust (DOJ/FTC), and federal AI procurement (OMB/DoD) - creating strategic rationale for contributions across multiple congressional committee jurisdictions","confidence":"inferential","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":7188,"text":"The Federal Subaward Reporting System provides a discoverable verification mechanism for Nvidia's role as hardware supplier to JADC2 and Project Maven through mandatory reporting requirements for subcontracts exceeding $30,000","confidence":"inferential","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":7187,"text":"Department of Energy exascale computing contracts at national laboratories represent multi-hundred-million-dollar Nvidia procurements that systematically evade USASpending direct-recipient tracking due to Management and Operating contractor intermediaries","confidence":"inferential","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":7186,"text":"The Biden Administration's AI Executive Order EO 14110 and China export controls created a documented federal procurement environment requiring advanced GPU capabilities during the exact 2022-2024 timeframe, establishing systematic demand pressure for Nvidia hardware across defense and civilian agencies","confidence":"inferential","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":7185,"text":"The SIA's lobbying activities during 2022-2024 export control implementation would have created business rationale for increased SIMPAC political contributions from member companies including Nvidia","confidence":"inferential","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":6602,"text":"Department of Energy exascale computing initiatives at Oak Ridge (Frontier), Argonne (Aurora), and Lawrence Livermore (El Capitan) represent multi-hundred-million-dollar Nvidia hardware procurements channeled through M&O contractors rather than direct federal contracts","confidence":"inferential","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":2034,"text":"Nvidia disclosed export restrictions to China as a material risk factor in SEC filings following U.S. government restrictions","confidence":"primary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":783,"text":"Nvidia has disclosed lobbying expenditures in federal lobbying disclosure reports filed with the Senate Office of Public Records, showing increased spending on semiconductor and export control issues","confidence":"primary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":761,"text":"SEC filings include risk factor disclosures regarding U.S. export restrictions on advanced chips to China","confidence":"primary","dateOccurred":"2022-2024","source":{"title":"Research: Nvidia - SEC filing","url":"https://efts.sec.gov/LATEST/search-index?q=%22Nvidia%22&dateRange=custom&forms=4,SC%2013D,SC%2013G,DEF%2014A,10-K,10-Q","publication":"Public Record Research"}},{"id":9071,"text":"The concentration of export control restrictions (October 2022) and domestic AI procurement expansion (EO 14110, October 2023) within a 13-month period created acute political engagement incentives for Nvidia during the 2022-2024 election cycles","confidence":"inferential","dateOccurred":"2022-2023","source":{"title":"Research: Nvidia - FEC donations","url":"https://www.fec.gov/data/receipts/?contributor_name=Nvidia","publication":"Public Record Research"}},{"id":2061,"text":"The company has been referenced in U.S. Congressional hearings on export controls to China, particularly regarding restrictions on advanced AI chips (A100, H100 series) implemented by the Bureau of Industry and Security","confidence":"primary","dateOccurred":"2022-2023","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":2048,"text":"Nvidia disclosed in SEC filings that export restrictions to China could materially impact revenue, with China representing a significant portion of data center sales","confidence":"primary","dateOccurred":"2022-2023","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":6600,"text":"The October 2022 export controls on advanced semiconductors to China (including A100 and H100 GPUs) created a documented supply allocation pressure that would systematically increase domestic federal procurement urgency for agencies requiring AI capabilities","confidence":"inferential","dateOccurred":"2022-10-15","source":{"title":"Research: Nvidia - federal contracts site:usaspending.gov","url":"https://www.usaspending.gov/search/?hash=eyJmaWx0ZXJzIjp7ImtleXdvcmQiOiJOdmlkaWEifX0","publication":"Public Record Research"}},{"id":2047,"text":"The U.S. Commerce Department implemented export controls in October 2022 restricting Nvidia's ability to sell advanced AI chips (A100, H100) to China without licenses","confidence":"primary","dateOccurred":"2022-10-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":793,"text":"U.S. Commerce Department export controls announced in October 2022, restricting Nvidia's ability to sell advanced AI chips (A100, H100) to China, were subject to Congressional testimony and oversight hearings","confidence":"primary","dateOccurred":"2022-10-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":777,"text":"In October 2022, the U.S. Bureau of Industry and Security imposed export restrictions requiring Nvidia to obtain licenses for exporting A100 and H100 chips to China, which Nvidia disclosed in SEC filings as a material risk","confidence":"primary","dateOccurred":"2022-10-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":779,"text":"The company disclosed in regulatory filings that export control restrictions could result in loss of approximately $400 million in sales to China in Q3 fiscal 2023","confidence":"primary","dateOccurred":"2022-08-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":792,"text":"Nvidia was discussed extensively in U.S. Congressional hearings related to the CHIPS and Science Act of 2022, which allocated $52 billion for domestic semiconductor manufacturing and research","confidence":"primary","dateOccurred":"2022-06-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":7189,"text":"In May 2022 the U.S. Securities and Exchange Commission charged NVIDIA, and the company agreed to pay a $5.5 million penalty, to settle allegations that during fiscal year 2018 it failed to disclose that cryptocurrency mining was a significant driver of its material revenue growth from GPUs marketed for gaming. NVIDIA neither admitted nor denied the findings, which also cited inadequate disclosure controls.","confidence":"secondary","dateOccurred":"2022-05-15","source":{"title":"Research: Nvidia - court record","url":"https://www.courtlistener.com/?q=%22Nvidia%22&type=r","publication":"Public Record Research"}},{"id":788,"text":"The SEC charged Nvidia with inadequate disclosures regarding cryptocurrency mining's impact on gaming GPU sales, resulting in a $5.5 million civil penalty","confidence":"primary","dateOccurred":"2022-05-15","source":{"title":"Research: Nvidia - court record","url":"https://www.courtlistener.com/?q=%22Nvidia%22&type=r","publication":"Public Record Research"}},{"id":796,"text":"Nvidia abandoned the Arm acquisition in February 2022 following regulatory pressure from multiple jurisdictions including UK, EU, and US authorities","confidence":"primary","dateOccurred":"2022-02-15","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}},{"id":780,"text":"Nvidia's proposed acquisition of Arm Ltd. was abandoned in February 2022 following regulatory challenges from the FTC, UK Competition and Markets Authority, and European Commission, as disclosed in company statements and filings","confidence":"primary","dateOccurred":"2022-02-15","source":{"title":"Research: Nvidia - government disclosure","url":"https://lda.senate.gov/filings/public/filing/search/?registrant=Nvidia&registrant_country=&registrant_ppb_country=&client=Nvidia&client_country=&client_ppb_country=&client_state=","publication":"Public Record Research"}},{"id":2065,"text":"U.S. Federal Trade Commission's lawsuit to block Nvidia-ARM merger was referenced in congressional oversight discussions","confidence":"primary","dateOccurred":"2021-2022","source":{"title":"Research: Nvidia - parliamentary record","url":"https://www.congress.gov/search?q=%7B%22search%22%3A%22Nvidia%22%7D","publication":"Public Record Research"}}],"connections":[{"id":19393,"relationshipType":"employment","description":"Nvidia has operations in New York as part of the technology sector that contributes to the state's economy, represented by Schumer.","confidence":"inferential","firstDocumented":"1999","lastDocumented":null,"other":{"id":7826,"name":"Chuck Schumer","slug":"chuck-schumer","type":"elected_official"}},{"id":18659,"relationshipType":"co_occurrence_in_dataset","description":"Both appear as known entities in the same investigative mapping dataset.","confidence":"inferential","firstDocumented":"2008","lastDocumented":null,"other":{"id":32311,"name":"Bamberger & Vlasto","slug":"bamberger-vlasto","type":"organization"}},{"id":16749,"relationshipType":"Potential supply chain connection (uninvestigated)","description":"Crescendo's portfolio companies HPSP and Hanmi Semiconductor operate in the semiconductor equipment space; their connection to Nvidia through the AI chip supply chain remains uninvestigated.","confidence":"inferential","firstDocumented":"unknown","lastDocumented":null,"other":{"id":18,"name":"Crescendo Equity Partners","slug":"crescendo-equity-partners","type":"company"}},{"id":16680,"relationshipType":"Technology Supplier","description":"Meta's $115-$135 billion capital expenditure guidance for AI infrastructure likely involves Nvidia GPU purchases.","confidence":"inferential","firstDocumented":"2025","lastDocumented":null,"other":{"id":9869,"name":"Meta Platforms","slug":"meta-platforms","type":"company"}},{"id":16464,"relationshipType":"oversight","description":"Nvidia manufactures semiconductor devices and related equipment that may be classified under ECCN 3B001 for export control purposes.","confidence":"inferential","firstDocumented":"2026","lastDocumented":null,"other":{"id":646,"name":"Export Control Classification Number (ECCN) 3B001","slug":"export-control-classification-number-eccn-3b001","type":"instrument"}},{"id":14391,"relationshipType":"investor","description":"SoftBank Investment Advisers advised the Vision Fund which held a major stake in Nvidia.","confidence":"inferential","firstDocumented":"2021","lastDocumented":null,"other":{"id":956,"name":"SoftBank Investment Advisers","slug":"softbank-investment-advisers","type":"company"}},{"id":14368,"relationshipType":"investor","description":"Keyhole raised venture capital from investors including NVIDIA via a bundling deal.","confidence":"inferential","firstDocumented":"2003","lastDocumented":null,"other":{"id":4168,"name":"Keyhole Inc","slug":"keyhole-inc","type":"company"}},{"id":13021,"relationshipType":"potential AI subcommittee interest","description":"Downing serves on the Digital Assets/FinTech/AI Subcommittee; Nvidia is a major AI hardware provider. No direct documented connection.","confidence":"inferential","firstDocumented":"2025","lastDocumented":null,"other":{"id":10854,"name":"Troy Downing","slug":"congress-d000634","type":"person"}},{"id":12741,"relationshipType":"likely technology supplier","description":"Maven Smart System's real-time target identification, classification, and tracking functions using drone and multi-sensor data are consistent with Nvidia's GPU-based AI processing platforms used in DoD targeting systems.","confidence":"inferential","firstDocumented":"2020","lastDocumented":null,"other":{"id":137,"name":"Maven Smart System","slug":"maven-smart-system","type":"instrument"}},{"id":291,"relationshipType":"venture_capital_ecosystem","description":"Andreessen Horowitz invests heavily in AI startups that depend on Nvidia's GPU infrastructure. The firm and Nvidia are both central players in the AI technology ecosystem.","confidence":"inferential","firstDocumented":"2018","lastDocumented":null,"other":{"id":120,"name":"Andreessen Horowitz (a16z)","slug":"andreessen-horowitz-a16z","type":"company"}},{"id":290,"relationshipType":"venture_capital_ecosystem","description":"Sequoia Capital is a major Silicon Valley venture firm that operates in the same technology investment ecosystem as Nvidia. Both are central to the AI industry in Santa Clara/Silicon Valley.","confidence":"inferential","firstDocumented":"2015","lastDocumented":null,"other":{"id":119,"name":"Sequoia Capital","slug":"sequoia-capital","type":"company"}},{"id":289,"relationshipType":"contractor","description":"Both are federal contractors with Department of Defense contracts. Leidos integrates advanced computing solutions that often incorporate Nvidia GPU technology for defense applications.","confidence":"inferential","firstDocumented":"2015","lastDocumented":null,"other":{"id":107,"name":"Leidos","slug":"leidos","type":"company"}},{"id":288,"relationshipType":"contractor","description":"Both are federal contractors serving the Department of Defense. Nvidia provides GPU hardware while Booz Allen provides consulting and technology services, often for overlapping AI and high-performance computing programs.","confidence":"inferential","firstDocumented":"2015","lastDocumented":null,"other":{"id":105,"name":"Booz Allen Hamilton","slug":"booz-allen-hamilton","type":"company"}},{"id":287,"relationshipType":"technology_ecosystem","description":"Both companies are major government contractors in the AI and data processing space. Nvidia's GPU hardware is commonly used for the types of large-scale data analytics and AI workloads that Palantir's software platforms perform for defense and intelligence clients.","confidence":"inferential","firstDocumented":"2020","lastDocumented":null,"other":{"id":17,"name":"Palantir Technologies","slug":"palantir-technologies","type":"company"}},{"id":286,"relationshipType":"technology_ecosystem","description":"Nvidia operates in the same AI and high-performance computing space where In-Q-Tel invests for intelligence community applications. Nvidia's GPU technology is foundational to AI systems used by defense and intelligence contractors.","confidence":"inferential","firstDocumented":"2015","lastDocumented":null,"other":{"id":109,"name":"In-Q-Tel","slug":"in-q-tel","type":"institution"}},{"id":112,"relationshipType":"investor","description":"BlackRock files quarterly 13F-HR forms disclosing institutional investment holdings exceeding $100 million, and files Schedule 13G/13D forms when acquiring beneficial ownership stakes exceeding 5% in publicly traded companies. As one of the world's largest asset managers with over $9 trillion AUM, BlackRock holds significant positions in major publicly traded companies including technology firms like Nvidia.","confidence":"inferential","firstDocumented":"unknown","lastDocumented":null,"other":{"id":25,"name":"BlackRock","slug":"blackrock","type":"company"}},{"id":79,"relationshipType":"supply_chain_adjacent","description":"Hanmi Semiconductor manufactures semiconductor packaging and inspection equipment used by chip fabrication companies. As a major semiconductor company, Nvidia's supply chain includes fabrication partners who may use equipment from manufacturers like Hanmi. Additionally, US-led chip restrictions affecting Korean semiconductor equipment manufacturers are connected to broader semiconductor industry dynamics involving major chip companies.","confidence":"inferential","firstDocumented":"2023","lastDocumented":null,"other":{"id":20,"name":"Hanmi Semiconductor","slug":"hanmi-semiconductor","type":"company"}},{"id":38,"relationshipType":"legislative interest","description":"As Senate Finance Committee Chair, Wyden has jurisdiction over tax and trade policy affecting semiconductor companies. 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