NVIDIA → IBM
As of 2026-09-05, NVIDIA is a tracked supplier of IBM. NVIDIA is a leader in Design (Fabless) (headquartered in United States); IBM is a major in AI & Data Center (headquartered in United States). NVIDIA has 45 tracked customers; IBM has 6 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 IBM (major in AI & Data Center). Dominant AI accelerator and GPU designer; also networking via Mellanox line. Enterprise computing and cloud; designs its own Power and Telum chips. The edge is one of 6 tracked suppliers of IBM 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.
IBM (customer)
Enterprise computing and cloud; designs its own Power and Telum chips.
Other tracked suppliers of IBM
Other tracked customers of NVIDIA
Cite as: wafergraph, “NVIDIA → IBM — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/nvidia/ibm/ (data as of 2026-09-05).
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