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BZAI compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name
BZAI
Blaize Holdings, Inc.
Change
Mkt cap
Revenue
Revenue
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
vs
Compare
BZAI
Blaize Holdings, Inc.
vs
NVDA
Nvidia Corp
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Earnings history
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Supply-chain overlap
Revenue flow
BZAI: latest quarter is a loss; flow not drawable.
Method
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
BZAI, solid
NVDA, dashed
BZAI
Blaize Holdings, Inc.
Change
0.22
▲
+4.57%
Mkt cap
$30.4M
Revenue
$12M
Q2 FY26
Revenue
$39M
FY25
NVDA
Nvidia Corp
Change
203.63
▼
−1.48%
Regular session
Nov 4 '26
Mkt cap
$5.0T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
vs
Compare
Regular session
Nov 4 '26
BZAI
Blaize Holdings, Inc.
vs
NVDA
Nvidia Corp
0.22
▲
+4.57%
Price
203.63
▼
−1.48%
$30.4M
Mkt cap
$5.0T
Q2 FY26
$12M
Revenue
$96.2B
Q2 FY27
FY25
$39M
Revenue
$216B
FY26
Change
Change
BZAI
0.22
▲
+4.57%
vs
NVDA
203.63
▼
−1.48%
Regular session
Nov 4 '26
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only BZAI
7
—
Customer D
unlisted
customer
—
Undisclosed major customer in China
unlisted
customer
—
Customer C
unlisted
customer
—
Plexus
unlisted
supplier
3 more · BZAI chain
›
Shared
0
No shared counterparties.
Only NVDA
24
MU
Micron
supplier
COHR
Coherent
supplier
HPQ
HP
customer
SMCI
Super Micro
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
20 more · NVDA chain
›