NVIDIA → Alphabet (Google)
As of 2026-09-05, NVIDIA is a tracked supplier of Alphabet (Google). NVIDIA is a leader in Design (Fabless) (headquartered in United States); Alphabet (Google) is a major in Design (Fabless) (headquartered in United States). NVIDIA has 45 tracked customers; Alphabet (Google) has 73 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
NVIDIA (leader in Design (Fabless)) is a tracked supplier of Alphabet (Google) (major in Design (Fabless)). Dominant AI accelerator and GPU designer; also networking via Mellanox line. Designs TPU AI accelerators and Tensor phone SoCs for internal use. The edge is one of 73 tracked suppliers of Alphabet (Google) 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.
Alphabet (Google) (customer)
Designs TPU AI accelerators and Tensor phone SoCs for internal use.
Other tracked suppliers of Alphabet (Google)
Other tracked customers of NVIDIA
Cite as: wafergraph, “NVIDIA → Alphabet (Google) — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/nvidia/alphabet/ (data as of 2026-09-05).
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