NVIDIA competitors
As of 2026-10-09, NVIDIA's closest competitors in GPU & AI Accelerators are AMD, HiSilicon and Cambricon Technologies. wafergraph tracks 26 companies in GPU & AI Accelerators; NVIDIA is positioned as a market leader there with a market cap of $5.57T, and the largest competitor by market cap is AMD at $1.01T.
Data as of 2026-10-09 · peers = companies sharing NVIDIA's primary GPU & AI Accelerators segment in the wafergraph taxonomy · ordered by market position, then market cap
Who competes with NVIDIA
| Competitor | Position | Country | Market cap | Revenue | Compare |
|---|---|---|---|---|---|
| AMD | major | United States | $1.01T | $34.6B | NVIDIA vs AMD |
| HiSilicon | major | China | Unpriced | — | — |
| Cambricon Technologies | challenger | China | $92.8B | $969M | NVIDIA vs Cambricon Technologies |
| Hygon Information Technology | challenger | China | $76.4B | $2.1B | NVIDIA vs Hygon Information Technology |
| MetaX Integrated Circuits (Muxi) | challenger | China | $27.8B | $245M | NVIDIA vs MetaX Integrated Circuits (Muxi) |
| Axelera AI | challenger | Netherlands | Unpriced | — | — |
| Biren Technology | challenger | China | Unpriced | — | — |
| Cerebras Systems | challenger | United States | Unpriced | — | — |
| d-Matrix | challenger | United States | Unpriced | — | — |
| Enflame Technology | challenger | China | Unpriced | — | — |
| Etched | challenger | United States | Unpriced | — | — |
| FuriosaAI | challenger | South Korea | Unpriced | — | — |
| Graphcore | challenger | United Kingdom | Unpriced | — | — |
| Groq | challenger | United States | Unpriced | — | — |
| Hailo | challenger | Israel | Unpriced | — | — |
| Moore Threads | challenger | China | Unpriced | — | — |
| Rebellions | challenger | South Korea | Unpriced | — | — |
| SambaNova Systems | challenger | United States | Unpriced | — | — |
| Tenstorrent | challenger | Canada | Unpriced | — | — |
| Vastai Technologies | challenger | China | Unpriced | — | — |
| Blaize | niche | United States | Unpriced | $39M | NVIDIA vs Blaize |
| Esperanto Technologies | niche | United States | Unpriced | — | — |
| Kneron | niche | United States | Unpriced | — | — |
| Mythic | niche | United States | Unpriced | — | — |
| SiMa.ai | niche | United States | Unpriced | — | — |
Suppliers NVIDIA shares with its competitors
- JCET Group
- SMIC
- Hua Hong Semiconductor
- TSMC
- ASE Technology
- Ibiden
- Unimicron
- Synopsys
- Cadence Design Systems
- Siemens EDA
- Arm Holdings
- Rambus
A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.
Customers NVIDIA shares with its competitors
Frequently asked questions3
- Who are NVIDIA's competitors?
- NVIDIA's closest competitors in GPU & AI Accelerators are AMD, HiSilicon and Cambricon Technologies; wafergraph tracks 25 rivals in that segment.
- Who is NVIDIA's largest competitor?
- AMD is the largest GPU & AI Accelerators competitor by market cap ($1.01T).
- How many companies compete in GPU & AI Accelerators?
- wafergraph tracks 26 companies in GPU & AI Accelerators, including NVIDIA.
Cite as: wafergraph, “NVIDIA competitors — 25 rivals in GPU & AI Accelerators, compared”, https://wafergraph.com/competitors/nvidia (data as of 2026-10-09).
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