BZAI compared with NVDA: revenue, margins and what each company keeps, and the suppliers and customers both name

BZAIBlaize Holdings, Inc.

Mkt capRevenueRevenue

NVDANvidia Corp

Mkt capRevenueRevenue

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BZAIBlaize Holdings, Inc.

NVDANvidia Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only BZAI 7

—Customer Dunlistedcustomer

—Undisclosed major customer in Chinaunlistedcustomer

—Customer Cunlistedcustomer

—Plexusunlistedsupplier

3 more · BZAI chain ›

Shared 0

No shared counterparties.

Only NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

20 more · NVDA chain ›

BZAIBlaize Holdings, Inc.

0.20▲+0.10%· post 0.20

Mkt cap$28.8MRevenue$12MQ2 FY26Revenue$39MFY25

NVDANvidia Corp

186.71▲+2.82%· post 188.72

ClosedNov 6 '26

Mkt cap$4.4TRevenue$96.2BQ2 FY27Revenue$216BFY26

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ClosedNov 6 '26

BZAIBlaize Holdings, Inc.

NVDANvidia Corp

0.20▲+0.10%post 0.20

Price

186.71▲+2.82%post 188.72

$28.8M

Mkt cap

$4.4T

Q2 FY26$12M

Revenue

$96.2BQ2 FY27

FY25$39M

Revenue

$216BFY26

BZAI0.20▲+0.10%vsNVDA186.71▲+2.82%ClosedNov 6 '26