Who supplies NVIDIA, 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 NVIDIA files 8-Ks, announces contracts, or beats guidance.
43 companies with a disclosed relationship to NVIDIA · 5 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (7) | ||||||||||
| CRWV | Neocloud built on NVIDIA GPUs | customer | - | - | - | - | - | 42 | 20% exp79 | |
| NBIS | Neocloud GPU capacity | customer | - | - | - | - | - | 23 | 15% exp77 | |
| MSFT | Hyperscale GPU buyer | customer | - | - | - | - | - | 7 | 15% exp77 | |
| AMZN | Hyperscale GPU buyer; also builds competing silicon | customer | - | - | - | - | - | 6 | 15% exp77 | |
| GOOGL | Hyperscale GPU buyer; also builds competing TPUs | customer | - | - | - | - | - | 6 | 15% exp77 | |
| ORCL | OCI GPU capacity and AI backlog | customer | - | - | - | - | - | 6 | 15% exp77 | |
| META | Largest-scale GPU training fleets | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Servers & ODM (5) | ||||||||||
| DELL | Builds and resells NVIDIA-based AI servers | customer | - | - | - | - | - | 59 | 32% exp85 | |
| SMCI | GPU server systems | customer | - | - | - | - | - | 40 | 32% exp85 | |
| FLEX | Contract manufacturing and data-center power systems | supplier | - | - | - | - | - | 7 | 32% exp85 | |
| HPE | AI server and private-cloud systems | customer | - | - | - | - | - | 6 | 32% exp85 | |
| JBL | Contract manufacturing for AI infrastructure | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Power (5) | ||||||||||
| NVTS | GaN and SiC power for the 800V DC architecture | supplier | - | - | - | - | - | 9 | 32% exp85 | |
| ETN | Electrical distribution and grid gear for AI data centers | supplier | - | - | - | - | - | 8 | 32% exp85 | |
| STM | Power and analog content in AI systems | supplier | - | - | - | - | - | 5 | 32% exp85 | |
| ON | Power semiconductors for data-center power trains | supplier | - | - | - | - | - | 2 | 32% exp85 | |
| MPWR | Power management on GPU boards | supplier | - | - | - | - | - | 1 | 32% exp85 | |
| Semicap Equipment (5) | ||||||||||
| ASML | EUV lithography, tier-2 through the foundry | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| KEYS | Design and validation test instruments | supplier | - | - | - | - | - | 3 | 15% exp77 | |
| TER | Automated test equipment for AI accelerators | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| AMAT | Deposition and process equipment, tier-2 | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| LRCX | Etch and deposition, tier-2 through the foundry | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Networking (4) | ||||||||||
| ANET | Ethernet AI back-end fabrics, competes with NVIDIA networking | competitor | - | - | - | - | - | 14 | 15% exp77 | |
| MRVL | Custom silicon, DSPs, and interconnect | supplier | - | - | - | - | - | 14 | 15% exp77 | |
| NOK | AI-RAN partnership; NVIDIA holds an equity stake | partner | - | - | - | - | - | 8 | 15% exp77 | |
| AVGO | Custom accelerators and Ethernet switching | competitor | - | - | - | - | - | 4 | 15% exp77 | |
| Optics & Interconnect (4) | ||||||||||
| COHR | Optical transceivers and lasers for GPU clusters | supplier | - | - | - | - | - | 12 | 15% exp77 | |
| GLW | Optical fiber and connectivity inside AI data centers | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| FN | Contract optical manufacturing for transceiver vendors | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| LITE | 800G/1.6T transceivers and lasers | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Memory & Storage (4) | ||||||||||
| MU | HBM stacked on the GPU package | supplier | - | - | - | - | - | 9 | 15% exp77 | |
| WDC | Nearline HDD for AI data lakes | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| SNDK | NAND flash for AI storage tiers | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| STX | Mass-capacity storage for AI training corpora | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| CPU & IP (2) | ||||||||||
| ARM | CPU IP underlying NVIDIA Grace | supplier | - | - | - | - | - | 35 | 20% exp79 | |
| INTC | x86 CPU pairing and NVIDIA equity stake | partner | - | - | - | - | - | 6 | 15% exp77 | |
| Design Software (2) | ||||||||||
| CDNS | EDA tools and IP | supplier | - | - | - | - | - | 16 | 15% exp77 | |
| SNPS | EDA tools and IP used to design the chips | supplier | - | - | - | - | - | 13 | 15% exp77 | |
| Packaging (2) | ||||||||||
| AMKR | OSAT advanced packaging | supplier | - | - | - | - | - | 4 | 25% exp82 | |
| ASX | OSAT assembly and test | supplier | - | - | - | - | - | 1 | 25% exp82 | |
| Cooling & Thermal (1) | ||||||||||
| VRT | Power, thermal, and liquid cooling for GPU racks | supplier | - | - | - | - | - | 8 | 32% exp85 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates NVIDIA GPUs; CoWoS advanced packaging capacity is the binding constraint | supplier | - | - | - | - | - | 4 | 15% exp77 | |
| Competitor (1) | ||||||||||
| AMD | Instinct accelerators | 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.