NVIDIA → Applied Digital
As of 2026-09-05, NVIDIA is a tracked supplier of Applied Digital. NVIDIA is a leader in Design (Fabless) (headquartered in United States); Applied Digital is a challenger in AI & Data Center (headquartered in United States). NVIDIA has 45 tracked customers; Applied Digital has 7 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 Applied Digital (challenger in AI & Data Center). Dominant AI accelerator and GPU designer; also networking via Mellanox line. AI data-center developer and GPU cloud (HPC hosting) provider. The edge is one of 7 tracked suppliers of Applied Digital 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.
Applied Digital (customer)
AI data-center developer and GPU cloud (HPC hosting) provider.
Other tracked suppliers of Applied Digital
Other tracked customers of NVIDIA
Cite as: wafergraph, “NVIDIA → Applied Digital — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/nvidia/applied_digital/ (data as of 2026-09-05).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly