Disclosure
Moez Kassam is co-founder and CIO of Anson Funds, which was one of the investors in the June 2025 financing for ProCap Financial, the company now known as Silvia, Inc., according to the deal announcement. Anthony Pompliano is Chairman and CEO of Silvia, Inc. Kassam is quoted below.
The short answer: Nvidia (Nasdaq: NVDA) is a Santa Clara, California chipmaker founded in 1993 and led by co-founder and CEO Jensen Huang. Its graphics processors (GPUs) power most of the world's AI data centers. Worth about $5.09 trillion as of October 23, 2026, it is the most valuable company in the world.
A company profile from The Pomp Podcast, hosted by Anthony Pompliano. Last updated: October 25, 2026.
Key takeaways
Nvidia is a Santa Clara, California chipmaker founded in 1993 whose GPUs power most AI data centers.
Co-founder Jensen Huang is CEO.
Worth about $5.09 trillion on October 23, 2026, it is the most valuable company in the world, and quarterly revenue rose 106% to $96.2 billion.
What is Nvidia?
Nvidia was founded in 1993 and is headquartered in Santa Clara, California, according to its company profile. It went public in 1999. Jensen Huang is CEO. Nvidia designs GPUs, networking gear and the software that AI developers use to train and run models. Most of its revenue now comes from data centers.
How big is Nvidia?
Nvidia's market value was about $5.09 trillion at the close on October 23, 2026, according to StockAnalysis. That made it the most valuable company in the world by that measure. Its market value was up about 16% over the prior year.
How did Nvidia do last quarter?
For its second quarter of fiscal 2027, reported on August 26, 2026, Nvidia reported:
Revenue of $96.2 billion, up 106% from a year earlier.
Data center revenue of $89.0 billion, up 117%.
GAAP net income of $54.0 billion.
A forecast of about $108.0 billion in revenue for the third quarter, plus or minus 2%. The company said that outlook assumes no data center compute revenue from China.
Nvidia also said its Vera Rubin platform was ramping into full production, with racks running at partners including CoreWeave, Google Cloud, Microsoft Azure, Oracle Cloud Infrastructure and Nebius. Nvidia's next quarterly report had not come out as of October 25, 2026.
What did The Pomp Podcast say about Nvidia?
Nvidia came up on several recent episodes, usually as the measuring stick for the AI trade. Quotes below are from the episodes, with timestamps.
On the October 24, 2026 episode, "Will Bitcoin Survive Quantum Computing? | Jordi Visser", Jordi Visser explained why he thinks Nvidia's valuation multiple has been falling:
"The reason that Nvidia to me is seeing its multiple go down is because it will eventually be disrupted in some way."
He still owns it. Asked about his biggest positions, he said:
"My biggest long, as of right now, is Eli Lilly. Then we've got Nvidia, then we've got Marvell."
He added that chipmakers rise and fall with spending cycles, unlike health care. See why Jordi thinks Eli Lilly will be the biggest U.S. company.
"NVIDIA is still a cyclical company, Micron is still a cyclical company."
On October 17, Jordi pointed out that Nvidia supplies the GPUs to the neoclouds and is "heavily involved with CoreWeave." And on October 20, Moez Kassam described why the web of deals between chipmakers and data centers makes him cautious:
"You have Nvidia and you have the data centers and you have the chips and the everything is one big, you know, circle right now"
For a bull case on AI spending, read Dan Ives on why most of the AI boom is still ahead.
Every Pomp Podcast episode that discussed Nvidia
Nvidia came up in 3 recent episodes of The Pomp Podcast. Each link opens the YouTube video at that moment.
Oct 24, 2026: Will Bitcoin Survive Quantum Computing? | Jordi Visser. Jordi said Nvidia is one of his biggest longs but called it cyclical. Timestamps: 47:37 (multiple compression), 47:56 (one of his biggest longs), 49:22 (cyclical).
Oct 20, 2026: Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam. Kassam said the circular deals in AI make him cautious. Timestamps: 17:22 ("one big circle").
Oct 17, 2026: Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser. Jordi talked about Nvidia's role with the neoclouds. Timestamps: 53:17 (Nvidia and CoreWeave).
Watch or listen to the episode
Will Bitcoin Survive Quantum Computing? | Jordi Visser, released October 24, 2026. Nvidia comes up at 47:37.
Opinions from guests on The Pomp Podcast are their own. Nothing on this page is a recommendation to buy or sell any security.
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Where can I follow Nvidia?
Nvidia posts results and news on its investor site.
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Frequently asked questions
What is Nvidia?
Nvidia is a chipmaker founded in 1993 and based in Santa Clara, California. Its GPUs power most AI data centers.
Who is the CEO of Nvidia?
Jensen Huang, who co-founded the company.
How much is Nvidia worth?
About $5.09 trillion at the October 23, 2026 close, making it the most valuable company in the world, according to StockAnalysis.
How much revenue does Nvidia make?
Nvidia reported $96.2 billion in revenue for the quarter ended in July 2026, up 106% from a year earlier, and forecast about $108 billion for the next quarter.
What did Jordi Visser say about Nvidia?
On the October 24, 2026 episode, Jordi said Nvidia is one of his biggest longs, but called it a cyclical company whose multiple is falling because the market expects it to be disrupted eventually.
Sources
Last updated: October 24, 2026
Anthony Pompliano is an entrepreneur, investor, and author who serves as Chairman and CEO of Silvia, Inc (SVIA) and invests through Pomp Investments. He is the host of The Pomp Podcast, where he interviews founders, investors and economists about bitcoin, markets, AI and the economy.
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This profile is for informational purposes only and reflects reporting available as of October 25, 2026, plus opinions shared on The Pomp Podcast. It is not investment advice. Do your own research before making any investment decision.
