NVIDIA → Microsoft
As of 2026-09-05, NVIDIA is a tracked supplier of Microsoft. NVIDIA is a leader in Design (Fabless) (headquartered in United States); Microsoft is a niche in Design (Fabless) (headquartered in United States). NVIDIA has 45 tracked customers; Microsoft has 80 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 Microsoft (niche in Design (Fabless)). Dominant AI accelerator and GPU designer; also networking via Mellanox line. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft 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.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of NVIDIA
Cite as: wafergraph, “NVIDIA → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/nvidia/microsoft/ (data as of 2026-09-05).
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