| Invested through / Financed by |
|
|---|---|
| Asset class | Listed equity |
| Impact strategy | Impact Equities and Bonds |
| Sector | Other |
| ISIN code | US67066G1040 |
| Industry group | Semiconductors & Semiconductor Equipment |
| Sustainable Development Goals (SDGs) |
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.
Alignment with Triodos Transitions: 50% of revenues is aligned with the Energy Transition. The contribution to the Energy Transition comes from 50% of revenues related to the impact objective Energy Efficiency.