Coherent Corp.COHR
Optical / Photonics · Supplies
“Coherent named NVDA Spectrum-X silicon photonics collaborator; CW lasers”
EvidInvest Supply Chain Intelligence
NVDA · Chip Designers · gpu_designer
Companies that supply NVIDIA Corporation, from incoming 'supplies' edges and disclosed customer-of relationships.
Optical / Photonics · Supplies
“Coherent named NVDA Spectrum-X silicon photonics collaborator; CW lasers”
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.”
System OEM · Supplier
“During fiscal year 2025, NVIDIA Corporation and Cisco Systems, Inc. contributed 27.6% and 18.2%, respectively, of our revenues.”
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.”
Optical / Photonics · Supplies
“Lumentum CPO lasers + 200G EML for NVDA 1.6T transceivers”
Memory · Supplies
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
Memory · Supplies
“Micron qualified for NVDA HBM4”
Memory · Supplies
“Samsung leads NVDA Vera Rubin HBM4”
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.”
Memory · Supplies
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
Memory · Supplies
“SK Hynix primary HBM3E/HBM4 supplier to NVDA Rubin”
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.”
Companies that buy from NVIDIA Corporation, from outgoing 'supplies' edges and disclosed customer-of relationships.
Hyperscalers / Cloud · Customer of
“Customer D 11%”
Hyperscalers / Cloud · Customer of
“Customer C 13%”
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”
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.”
System OEM · Customer of
“Dell builds AI servers with NVDA + AMD + Intel chips”
System OEM · Customer of
“HPE builds AI servers with NVDA”
System OEM · Supplied by
“NVIDIA for Graphics Processing Units... we have invested in building turn-key integrated systems co-engineered with Nvidia”
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.”
System OEM · Customer of
“Lenovo builds AI servers with NVDA”
Hyperscalers / Cloud · Customer of
“Meta named NVDA Spectrum-X customer”
Hyperscalers / Cloud · Customer of
“Customer B 15% — analysts attribute to META”
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.”
Hyperscalers / Cloud · Customer of
“Customer A 22% / Customer B 15% — analysts attribute to MSFT/META”
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.”
Hyperscalers / Cloud · Customer of
“Oracle named hyperscaler customer”
Hyperscalers / Cloud · Customer of
“Oracle named Spectrum-X customer”
System OEM · Customer of
“Supermicro AI server specialist for NVDA”
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”
Partnerships, IP licensing, competition, investments, and manufacturing relationships.
Chip Designers · Competes with
“AMD MI350 challenges NVDA dominance”
Packaging (OSAT) · Packages at
“Amkor Arizona will package for NVDA and Apple”
Networking · Competes with
“NVDA eroding Arista DC ethernet share”
IP / Architecture · Licenses IP from
“NVIDIA Grace uses Arm Neoverse”
Packaging (OSAT) · Packages at
“NVDA enlists Amkor and ASE for 80k additional wafers”
Chip Designers · Competes with
“Custom ASIC breaking NVDA grip”
Networking · Competes with
“NVDA challenging Cisco DC ethernet”
Networking · Partners with
“Cisco porting NX-OS to NVDA Spectrum-4 / Spectrum ASICs”
Optical / Photonics · Invests in
“NVDA $2B in Coherent for silicon photonics”
Chip Designers · Competes with
“Intel Gaudi competing for AI accelerator share”
Optical / Photonics · Invests in
“NVDA $2B equity investment in Lumentum (March 2026)”
Chip Designers · Partners with
“$2B NVDA deal with Marvell (NVLink Fusion)”
Foundry · Fabs at
“NVIDIA overtakes Apple as TSMCs #1 customer (~22%, ~$33B in 2026)”
Foundry · Packages at
“NVDA secures ~60% of TSMC CoWoS capacity, 515k wafers in 2026”