NVIDIA

As of 2026-10-09, NVIDIA has 104 tracked suppliers and 45 tracked customers in this dataset; its largest supplier by market cap is TSMC.

Sourced from 1 reference — primary source — last verified .

Dominant AI accelerator and GPU designer; also networking via Mellanox line.

Ticker
NASDAQ: NVDA
Headquarters
Santa Clara
Founded
1993
Employees
42,000
Revenue
$215.9B (FY2026) · +65.5% YoY
Net income
$120.1B
Operating margin
60.4%
Market position
leader
Value-chain segment
GPU & AI Accelerators, Networking Silicon
Key products
data center GPUs, GeForce, NVLink/InfiniBand

About NVIDIA

NVIDIA, headquartered in United States, operates in the GPU & AI Accelerators and Networking Silicon segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include data center GPUs, GeForce, NVLink/InfiniBand. wafergraph maps 104 tracked suppliers and 45 tracked customers for NVIDIA across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. NVIDIA is a party to 5 tracked deals, including NVIDIA's attempted Arm acquisition; NVIDIA acquires Mellanox; NVIDIA–CoreWeave $6.3B capacity backstop.

Nvidia Corporation is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for data science, high-performance computing, artificial intelligence (AI), and mobile and automotive applications. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, Nvidia has been widely described as a Big Tech company.

Role in the chain

NVIDIA is a market leader in Design (Fabless) (GPU & AI Accelerators), headquartered in United States. Dominant AI accelerator and GPU designer; also networking via Mellanox line.

Diligence questions

  1. The dataset records 104 tracked suppliers for NVIDIA. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 20 of NVIDIA's tracked suppliers are a monopoly or leader (including Advantest, Arm Holdings, ASE Technology, ASPEED Technology). Which of those are actually single-source for the process step you care about?
  3. The dataset names 45 tracked customers for NVIDIA. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. NVIDIA is positioned as a leader in Design (Fabless). How replaceable is this vendor on the process step you are buying?
  5. NVIDIA is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. NVIDIA trades as NASDAQ:NVDA. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for NVIDIA

Key products

  • data center GPUs
  • GeForce
  • NVLink/InfiniBand

Suppliers

Customers

More Design (Fabless) companies

Compare with

AMD · Intel · Broadcom · Marvell Technology · Qualcomm · Cambricon Technologies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “NVIDIA — supply chain, financials & market position”, https://wafergraph.com/company/nvidia (data as of 2026-10-09).

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