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

NVDANvidia Corp

Mkt capRevenueRevenue

AMATApplied Materials Inc

Mkt capRevenueRevenue

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NVDANvidia Corp

AMATApplied Materials Inc

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 NVDA 24

MUMicronsupplier

COHRCoherentsupplier

HPQHPcustomer

SMCISuper Microcustomer

20 more · NVDA chain ›

Shared 0

No shared counterparties.

Only AMAT 4

NPOEnprosupplier

UCTTUltra Cleansupplier

ICHRIchorsupplier

BHEBenchmark Electronicssupplier

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

NVDANvidia Corp

208.69▲+3.28%

Mkt cap$4.9TRevenue$96.2BQ2 FY27Revenue$216BFY26

AMATApplied Materials Inc

380.48▲+1.59%

Regular sessionNov 3 '26

Mkt cap$297.2BRevenue$9.1BQ3 FY26Revenue$28.4BFY25

Compare

Regular sessionNov 3 '26

NVDANvidia Corp

AMATApplied Materials Inc

208.69▲+3.28%

Price

380.48▲+1.59%

$4.9T

Mkt cap

$297.2B

Q2 FY27$96.2B

Revenue

$9.1BQ3 FY26

FY26$216B

Revenue

$28.4BFY25

NVDA208.69▲+3.28%vsAMAT380.48▲+1.59%Regular sessionNov 3 '26