CoreWeave supply chain risk
As of 2026-09-05, CoreWeave depends on 9 tracked suppliers headquartered in 2 countries (7 of them in the United States). 7 of those suppliers hold a monopoly or leader position in their own segment, led by NVIDIA, Dell Technologies and Hon Hai (Foxconn). CoreWeave itself carries a supply-chain criticality score of 81/100, with 235 tracked companies downstream of it.
Data as of 2026-09-05 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- NVIDIA — leader in GPU & AI Accelerators, United States
- Dell Technologies — leader in Networking & Systems, United States
- Hon Hai (Foxconn) — leader in Systems & ODM (AI servers), Taiwan
- Vertiv — leader in Power & Cooling, United States
- Equinix — leader in Data Center REITs, United States
- Digital Realty — leader in Data Center REITs, United States
- Quanta Computer — leader in Systems & ODM (AI servers), Taiwan
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 7 suppliers (78%)
- Taiwan — 2 suppliers (22%)
All 9 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| NVIDIA | GPU & AI Accelerators | leader | United States | 81/100 |
| Dell Technologies | Networking & Systems | leader | United States | 81/100 |
| Hon Hai (Foxconn) | Systems & ODM (AI servers) | leader | Taiwan | 81/100 |
| Vertiv | Power & Cooling | leader | United States | 91/100 |
| Equinix | Data Center REITs | leader | United States | 81/100 |
| Digital Realty | Data Center REITs | leader | United States | 81/100 |
| Quanta Computer | Systems & ODM (AI servers) | leader | Taiwan | 81/100 |
| AMD | CPU | major | United States | 68/100 |
| Super Micro Computer | Networking & Systems | major | United States | 68/100 |
Downstream exposure
- Criticality score: 81/100
- Companies downstream of CoreWeave: 235
- Tracked market cap downstream (priced companies only): $34.64T across 149 priced companies
Cite as: wafergraph, “CoreWeave supply chain risk — 9 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/coreweave (data as of 2026-09-05).
Open CoreWeave's supplier graph →
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