Arm Holdings → NVIDIA
As of 2026-09-05, Arm Holdings is a tracked supplier of NVIDIA. Arm Holdings is a leader in EDA & IP (headquartered in United Kingdom); NVIDIA is a leader in Design (Fabless) (headquartered in United States). Arm Holdings has 11 tracked customers; NVIDIA has 104 tracked suppliers.
Data as of 2026-09-05 · 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
Cite as: wafergraph, “Arm Holdings → NVIDIA — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/arm/nvidia/ (data as of 2026-09-05).
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