Celestial AI → NVIDIA
As of 2026-09-05, Celestial AI is a tracked supplier of NVIDIA. Celestial AI is a challenger in Distribution & Misc (headquartered in United States); NVIDIA is a leader in Design (Fabless) (headquartered in United States). Celestial AI has 3 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
Celestial AI (challenger in Distribution & Misc) is a tracked supplier of NVIDIA (leader in Design (Fabless)). Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026). Dominant AI accelerator and GPU designer; also networking via Mellanox line. The edge is one of 104 tracked suppliers of NVIDIA and one of 3 tracked customers of Celestial AI.
Source: derived from both company records and the counted edges.
Concentration / risk note
Celestial AI has only 3 tracked customers in this dataset. Demand-side concentration is high.
Basis: few customers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Celestial AI (supplier)
Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026).
NVIDIA (customer)
Dominant AI accelerator and GPU designer; also networking via Mellanox line.
Other tracked suppliers of NVIDIA
Other tracked customers of Celestial AI
Cite as: wafergraph, “Celestial AI → NVIDIA — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/celestial_ai/nvidia/ (data as of 2026-09-05).
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