NVIDIA → Baidu
Yes, wafergraph tracks NVIDIA as a supplier of Baidu, as of 2026-10-09. Baidu sources from 7 tracked suppliers in this dataset; NVIDIA is positioned as a leader in Design (Fabless), 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
NVIDIA (leader in Design (Fabless)) is a tracked supplier of Baidu (major in AI & Data Center). Dominant AI accelerator and GPU designer; also networking via Mellanox line. Chinese AI and cloud leader; designs Kunlun AI accelerators. The edge is one of 7 tracked suppliers of Baidu and one of 45 tracked customers of NVIDIA.
Source: derived from both company records and the counted edges.
Concentration / risk note
NVIDIA is positioned as a leader in Design (Fabless), 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
NVIDIA (supplier)
Dominant AI accelerator and GPU designer; also networking via Mellanox line.
Baidu (customer)
Chinese AI and cloud leader; designs Kunlun AI accelerators.
Other tracked suppliers of Baidu
Other tracked customers of NVIDIA
Frequently asked questions3
- Is NVIDIA a supplier of Baidu?
- Yes. wafergraph records NVIDIA as a tracked supplier of Baidu (as of 2026-10-09).
- How many suppliers does Baidu have?
- The dataset records 7 tracked suppliers for Baidu.
- How many customers does NVIDIA have?
- The dataset records 45 tracked customers for NVIDIA.
Cite as: wafergraph, “NVIDIA → Baidu — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/nvidia/baidu/ (data as of 2026-10-09).
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