Arm Holdings → NVIDIA
Yes, wafergraph tracks Arm Holdings as a supplier of NVIDIA, as of 2026-10-09. NVIDIA sources from 104 tracked suppliers in this dataset; Arm Holdings is positioned as a leader in EDA & IP, so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Arm Holdings (leader in EDA & IP) is a tracked supplier of NVIDIA (leader in Design (Fabless)). CPU architecture licensed in virtually every smartphone and most edge devices. Dominant AI accelerator and GPU designer; also networking via Mellanox line. The edge is one of 104 tracked suppliers of NVIDIA and one of 11 tracked customers of Arm Holdings.
Source: derived from both company records and the counted edges.
Concentration / risk note
Arm Holdings is positioned as a leader in EDA & IP, so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Arm Holdings (supplier)
CPU architecture licensed in virtually every smartphone and most edge devices.
NVIDIA (customer)
Dominant AI accelerator and GPU designer; also networking via Mellanox line.
Other tracked suppliers of NVIDIA
Other tracked customers of Arm Holdings
Frequently asked questions3
- Is Arm Holdings a supplier of NVIDIA?
- Yes. wafergraph records Arm Holdings as a tracked supplier of NVIDIA (as of 2026-10-09).
- How many suppliers does NVIDIA have?
- The dataset records 104 tracked suppliers for NVIDIA.
- How many customers does Arm Holdings have?
- The dataset records 11 tracked customers for Arm Holdings.
Cite as: wafergraph, “Arm Holdings → NVIDIA — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/arm/nvidia/ (data as of 2026-10-09).
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