NVIDIA

NVIDIA is a leader in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Ibiden, Unimicron, Advantest. Its key customers include Hon Hai (Foxconn), Quanta Computer, Wiwynn.

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

Ticker
NASDAQ: NVDA
Headquarters
United States
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.

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 2026-09-05).

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