Who supplies Meta Platforms, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Meta Platforms files 8-Ks, announces contracts, or beats guidance.
16 companies with a disclosed relationship to Meta Platforms · 3 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Compute (2) | ||||||||||
| NVDA | GPU training and inference fleets | supplier | - | - | - | - | - | 19 | 15% exp77 | |
| AVGO | Co-designs MTIA accelerators and networking | supplier | - | - | - | - | - | 6 | 15% exp77 | |
| Power (2) | ||||||||||
| CEG | Nuclear power purchase agreements | supplier | - | - | - | - | - | 3 | 32% exp85 | |
| NEE | Renewable power contracting | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates custom silicon | supplier | - | - | - | - | - | 13 | 15% exp77 | |
| Networking (1) | ||||||||||
| ANET | AI back-end fabrics | supplier | - | - | - | - | - | 12 | 15% exp77 | |
| Optics & Interconnect (1) | ||||||||||
| COHR | Optical interconnect | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| CPU & IP (1) | ||||||||||
| ARM | CPU architecture for data-center silicon | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| Servers & ODM (1) | ||||||||||
| CLS | Hardware assembly | supplier | - | - | - | - | - | 4 | 32% exp85 | |
| Competitor (7) | ||||||||||
| APP | Mobile app advertising | competitor | - | - | - | - | - | 26 | 20% exp79 | |
| PINS | Social commerce advertising | competitor | - | - | - | - | - | 18 | 15% exp77 | |
| AMZN | Advertising | competitor | - | - | - | - | - | 5 | 15% exp77 | |
| SNAP | Social advertising | competitor | - | - | - | - | - | 3 | 15% exp77 | |
| TTD | Programmatic advertising | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| GOOGL | Digital advertising | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| NFLX | Attention and ad-supported video | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.