Analog Devices, Inc.ADI
Other · Supplies
“Isolated gate drivers & power conversion for AI compute (industry research, Jun 2026)”
industry reportValuation →
EvidInvest Supply Chain Intelligence
NVIDIA Corporation
NVDA · Chip Designers · gpu_designer
$196.51
Price
$4.8T
Market cap
58
Mapped relationships
50
Cited with sources
Suppliers
Companies that supply NVIDIA Corporation, from incoming 'supplies' edges and disclosed customer-of relationships.
inferred
Coherent Corp.COHR
Optical / Photonics · Supplies
“Coherent named NVDA Spectrum-X silicon photonics collaborator; CW lasers”
FabrinetFN
System OEM · Supplies
“We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”
SEC 10-K 0001045810-26-000021Valuation →
FabrinetFN
System OEM · Supplier
“During fiscal year 2025, NVIDIA Corporation and Cisco Systems, Inc. contributed 27.6% and 18.2%, respectively, of our revenues.”
SEC 10-K 0001408710-25-000039Valuation →
Groq, Inc.
Other · Supplies
“We have entered into an intellectual property license arrangement with Groq, Inc., or Groq, that required significant, nonrefundable payments.”
SEC 10-K 0001045810-26-000021
Hon Hai Precision Industry (Foxconn)
Other · Supplies
“We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”
SEC 10-K 0001045810-26-000021
Infineon Technologies AGIFNNY
Other · Supplies
“Global #1 power-semi; power delivery for AI servers (industry research, Jun 2026)”
industry reportValuation →
Intel Foundry ServicesINTC
Foundry · Supplier
“We also announced a strategic partnership with NVIDIA to co-develop custom client and data center products combining our x86 CPU technologies with NVIDIA's AI and accelerated computing capabilities.”
SEC 10-K 0000050863-26-000011Valuation →
Lumentum HoldingsLITE
Optical / Photonics · Supplies
“Lumentum CPO lasers + 200G EML for NVDA 1.6T transceivers”
Micron TechnologyMU
Memory · Supplies
“Micron qualified for NVDA HBM4”
Micron TechnologyMU
Memory · Supplies
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
SEC 10-K 0001045810-26-000021Valuation →
Monolithic Power SystemsMPWR
Chip Designers · Supplies
“Primary power-management/VRM supplier for next-gen GPU & AI-accelerator boards (power-semi supply-chain research, Jun 2026)”
industry reportValuation →
Navitas SemiconductorNVTS
Chip Designers · Supplies
“GaN/SiC power ICs targeting AI data-center 800V power delivery (industry research, Jun 2026)”
industry reportValuation →
ON Semiconductor CorporationON
Other · Supplies
“SiC/Si power devices pivoting into AI data-center power delivery (industry research, Jun 2026)”
industry reportValuation →
Samsung ElectronicsKRX:005930
Memory · Supplies
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers. We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
SEC 10-K 0001045810-26-000021
Samsung ElectronicsKRX:005930
Memory · Supplies
“Samsung leads NVDA Vera Rubin HBM4”
SK HynixKRX:000660
Memory · Supplies
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
SEC 10-K 0001045810-26-000021
SK HynixKRX:000660
Memory · Supplies
“SK Hynix primary HBM3E/HBM4 supplier to NVDA Rubin”
Taiwan Semiconductor ManufacturingTSM
Foundry · Supplies
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
SEC 10-K 0001045810-26-000021Valuation →
Texas InstrumentsTXN
Other · Supplies
“DC-DC converters / gate drivers / power-management for AI server boards (industry research, Jun 2026)”
industry reportValuation →
Vicor CorporationVICR
Other · Supplies
“Factorized power-on-package modules delivering 1,000+ A at sub-1V to AI accelerators (industry research, Jun 2026)”
industry reportValuation →
Wistron Corporation
Other · Supplies
“We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”
SEC 10-K 0001045810-26-000021
Customers
Companies that buy from NVIDIA Corporation, from outgoing 'supplies' edges and disclosed customer-of relationships.
Alphabet (Google)GOOGL
Hyperscalers / Cloud · Customer of
“Customer D 11%”
Amazon (AWS)AMZN
Hyperscalers / Cloud · Customer of
“Customer C 13%”
Brookfield Asset ManagementBAM
Other · Supplied by
“Brookfield announced the launch of a $100 billion global AI Infrastructure program in partnership with NVIDIA and the Kuwait Investment Authority...BAIIF has already received $5 billion of capital commitments from a select group of institutional and industry partners, including Brookfield, NVIDIA and KIA”
SEC 10-K 0001628280-26-013098Valuation →
Cadence Design SystemsCDNS
Other · Supplied by
“In May 2025, we announced the M2000 supercomputer. The M2000 is a specialized, AI-accelerated platform co-developed with NVIDIA to dramatically speed up complex simulations in fields like semiconductor design, aerospace and defense, and drug discovery.”
SEC 10-K 0000813672-26-000016Valuation →
Dell TechnologiesDELL
System OEM · Customer of
“Dell builds AI servers with NVDA + AMD + Intel chips”
Direct Customer A (undisclosed)
Other · Customer of
“For fiscal year 2026, sales to one direct customer represented 22% of total revenue ... primarily attributable to the Compute & Networking segment.”
SEC 10-K 0001045810-26-000021
Direct Customer B (undisclosed)
Other · Customer of
“sales to another direct customer represented 14% of total revenue, all of which were primarily attributable to the Compute & Networking segment.”
SEC 10-K 0001045810-26-000021
Hewlett Packard EnterpriseHPE
System OEM · Customer of
“HPE builds AI servers with NVDA”
Hewlett Packard EnterpriseHPE
System OEM · Supplied by
“NVIDIA for Graphics Processing Units... we have invested in building turn-key integrated systems co-engineered with Nvidia”
SEC 10-K 0001645590-25-000130Valuation →
HP Inc.HPQ
Other · Supplied by
“Our platforms incorporate processors from Intel, and AMD, including integrated AI acceleration, as well as NVIDIA GPUs for advanced graphics and compute workloads.”
SEC 10-K 0000047217-25-000071Valuation →
LenovoHKG:992
System OEM · Customer of
“Lenovo builds AI servers with NVDA”
Meta PlatformsMETA
Hyperscalers / Cloud · Customer of
“Customer B 15% — analysts attribute to META”
Meta PlatformsMETA
Hyperscalers / Cloud · Customer of
“Meta named NVDA Spectrum-X customer”
Microsoft CorporationMSFT
Hyperscalers / Cloud · Customer of
“Customer A 22% / Customer B 15% — analysts attribute to MSFT/META”
Microsoft CorporationMSFT
Hyperscalers / Cloud · Customer of
“Under our agreement with Microsoft for the Xbox, if someone makes an offer to purchase at least 30% of our outstanding common stock, Microsoft may have first and last rights of refusal to purchase the stock.”
SEC 10-K 0001045810-26-000021Valuation →
OpenAI
Enterprise / AI Labs · Customer of
“We estimate that one AI research and deployment company contributed to a meaningful amount of our revenue ... We are finalizing an investment and partnership agreement with OpenAI.”
SEC 10-K 0001045810-26-000021
OracleORCL
Hyperscalers / Cloud · Customer of
“Oracle named Spectrum-X customer”
OracleORCL
Hyperscalers / Cloud · Customer of
“Oracle named hyperscaler customer”
Samsung005930.KS
Other · Supplied by
“Samsung DART 사업보고서: Harman sources SoC and communication modules from NVIDIA and WNC (원재료, Harman 부문).”
SpaceXSPCX
Other · Supplied by
“xAI's Colossus AI supercluster runs on NVIDIA GPUs; xAI was consolidated into SpaceX (per the SpaceX S-1). Public/industry reporting, not an SEC filing.”
industry reportValuation →
Super Micro ComputerSMCI
System OEM · Customer of
“Supermicro AI server specialist for NVDA”
Super Micro ComputerSMCI
System OEM · Supplied by
“We work closely with NVIDIA, Intel and AMD, among others, to develop products that are compatible with the latest generation of industry-standard technologies”
SEC 10-K 0001375365-25-000027Valuation →
Other relationships
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
Advanced Micro DevicesAMD
Chip Designers · Competes with
“AMD MI350 challenges NVDA dominance”
Amkor TechnologyAMKR
Packaging (OSAT) · Packages at
“Amkor Arizona will package for NVDA and Apple”
Arista NetworksANET
Networking · Competes with
“NVDA eroding Arista DC ethernet share”
Arm HoldingsARM
IP / Architecture · Licenses IP from
“NVIDIA Grace uses Arm Neoverse”
ASE Technology HoldingASX
Packaging (OSAT) · Packages at
“NVDA enlists Amkor and ASE for 80k additional wafers”
Broadcom Inc.AVGO
Chip Designers · Competes with
“Custom ASIC breaking NVDA grip”
Cisco SystemsCSCO
Networking · Competes with
“NVDA challenging Cisco DC ethernet”
Cisco SystemsCSCO
Networking · Partners with
“Cisco porting NX-OS to NVDA Spectrum-4 / Spectrum ASICs”
Coherent Corp.COHR
Optical / Photonics · Invests in
“NVDA $2B in Coherent for silicon photonics”
Intel CorporationINTC
Chip Designers · Competes with
“Intel Gaudi competing for AI accelerator share”
Lumentum HoldingsLITE
Optical / Photonics · Invests in
“NVDA $2B equity investment in Lumentum (March 2026)”
Marvell TechnologyMRVL
Chip Designers · Partners with
“$2B NVDA deal with Marvell (NVLink Fusion)”
Taiwan Semiconductor ManufacturingTSM
Foundry · Fabs at
“NVIDIA overtakes Apple as TSMCs #1 customer (~22%, ~$33B in 2026)”
Taiwan Semiconductor ManufacturingTSM
Foundry · Packages at
“NVDA secures ~60% of TSMC CoWoS capacity, 515k wafers in 2026”