Category scores
| Category | Score | Notes |
|---|---|---|
| 1) Data Practices & Protection | 3.5 | No data sales; consumer apps need account/telemetry; 2022 breach malus. |
| 2) How They Make Money (incl. competition) | 2.8 | Hardware & platform sales; CUDA lock-in concerns; antitrust scrutiny. |
| 3) Manipulative Design | 4.2 | No feeds/ads; minor nudges in software only. |
| 4) Mental Health & Minority Safety | N/A | Not a UGC platform; excluded from average. |
| 5) Environmental Impact | 2.8 | Own ops renewables claim; Scope 3 (use of sold products) is the story. |
| 6) Employee & Supply Chain | 3.0 | Policies & audits; mixed sector benchmarks; fab impacts at suppliers. |
| 7) Civic Influence & Geopolitics | 2.7 | Heavy lobbying; export controls; dissolved ARM bid after regulators sued. |
| 8) Child & Youth Impact | 3.5 | GeForce NOW age gate/parental consent; no robust verification (no KYC). |
| 9) Community & Fair Tax | 2.6 | ETR ~13–17% vs 21% statutory; high disclosure on principles, low on CbCR. |
Overall 3.0 excludes 4) as not applicable this product mix.
1) Data Practices & Protection — 3.5/5
- Pros: NVIDIA’s privacy center states “We never sell your personal data,” with opt-outs for “Do Not Sell or Share” and region-specific rights.
- Pros: Consumer software (e.g., GeForce Experience/GeForce app) has published privacy terms and account controls.
- Cons: 2022 Lapsus$ breach leaked internal data and code-signing certificates; incident acknowledged publicly. RTR malus applied.
UK note: ICO expectations on breach transparency and minimisation apply; no UK enforcement action noted here.
2) How They Make Money (incl. competition) — 2.8/5
- Pros: Revenue primarily from selling GPUs/systems/platform software and services, not surveillance advertising. (See 10-K / IR.)
- Pros: Publicly disclosed export-control compliance and risk to China revenue in filings/newsflow.
- Cons: US DOJ opened an antitrust probe into NVIDIA’s AI chip dominance in 2024; EU also gathering info—competition risk is real.
- Cons: CUDA ecosystem dominance is a de-facto moat that can foreclose rivals; regulators are watching (see probe coverage).
UK note: ARM acquisition blocked (2022) after FTC/CMA/EU pressure—evidence of competition concerns impacting strategy.
3) Manipulative Design — 4.2/5
- Pros: No addictive feed/like economy; software is utility-style (drivers, pro tools).
- Cons: Accounts/telemetry required for some features (e.g., GeForce app), though privacy tools exist.
4) Mental Health & Minority Safety — N/A
Not a UGC/social platform. We exclude from the average and explain why.
5) Environmental Impact — 2.8/5
- Pros: FY2025 sustainability report claims 100% of NVIDIA’s own electricity matched with renewables; more product footprint disclosures.
- Cons: Sector-wide AI electricity demand is surging (IEA), and most lifecycle emissions sit in Scope 3 (manufacture/use at fabs/clouds), outside NVIDIA’s operational boundary.
UK note: scope-3 transparency and supplier decarbonisation (TSMC/packaging) remain critical.
6) Employee & Supply Chain — 3.0/5
- Pros: Modern Slavery statement and supplier policies published; responsible minerals policy in place.
- Cons: Sector benchmarks (KnowTheChain ICT) show room to improve on due diligence and remedy versus leaders.
7) Civic Influence & Geopolitics — 2.7/5
- Pros: EU Transparency Register listing; participated in UK AI Safety Summit process.
- Cons (7A/7B): Lobbying spend has ramped materially with the AI boom (US).
- Cons (7B/7C): Antitrust investigation in US; export-control whiplash over China-bound chips; China revenue exposure flagged.
8) Child & Youth Impact — 3.5/5
- Pros: No core youth-targeted social feed; games/cloud gaming is the main contact surface.
- Cons: GeForce NOW terms rely on self-declared age/parental consent (no robust age-verification). Some ad-supported tiers mention interest-based advertising with age handling.
Age verification: Not robust (DOB/consent gate rather than hard KYC).
9) Community & Fair Tax — 2.6/5
- Pros: Publishes “Global Tax Principles”; discloses drivers of lower ETR (FDII, R&D credit, stock-based comp, low-tax jurisdictions).
- Cons: Effective tax rate c.13–17% in FY2024–FY2025, below 21% US statutory; public CbCR transparency limited versus GRI-207 best practice.
Key sources
- US antitrust / ARM block / export controls: Reuters coverage of US probe & EU info requests; FTC/CMA/EC actions on ARM; China export-control updates incl. 2025 reporting.
- Security incident: 2022 Lapsus$ breach acknowledged.
- Privacy & data handling: NVIDIA Privacy Center (Do Not Sell/Share; regional rights).
- Environment: NVIDIA FY2025 Sustainability Report; IEA brief on AI/data-centre electricity demand.
- Supply chain: NVIDIA Modern Slavery statement; KnowTheChain ICT benchmark dashboard.
- Lobbying: OpenSecrets lobbying profile.
- Tax: FY2025 10-K; CFO commentary on expected tax rate; FT analysis of ETR trend; NVIDIA Global Tax Principles.
- Youth: GeForce NOW / Services terms and privacy relating to age and advertising.
If you want this split into product-level subpages later (e.g., GeForce NOW vs enterprise), we can break it out and re-weight.