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NVDA compared with AMBA: revenue, margins and what each company keeps, and the suppliers and customers both name
NVDA
Nvidia Corp
Change
Mkt cap
Revenue
Revenue
AMBA
Ambarella Inc
Change
Mkt cap
Revenue
Revenue
vs
Compare
NVDA
Nvidia Corp
vs
AMBA
Ambarella Inc
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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NVDA
Nvidia Corp
Change
206.57
▲
+2.23%
· post 206.03
Mkt cap
$5.0T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
AMBA
Ambarella Inc
Change
62.01
▲
+0.55%
· post 61.75
Closed
Nov 3 '26
Mkt cap
$2.7B
Revenue
$108M
Q2 FY27
Revenue
$285M
FY25
vs
Compare
Closed
Nov 3 '26
NVDA
Nvidia Corp
vs
AMBA
Ambarella Inc
206.57
▲
+2.23%
post 206.03
Price
62.01
▲
+0.55%
post 61.75
$5.0T
Mkt cap
$2.7B
Q2 FY27
$96.2B
Revenue
$108M
Q2 FY27
FY26
$216B
Revenue
$285M
FY25
Change
Change
NVDA
206.57
▲
+2.23%
vs
AMBA
62.01
▲
+0.55%
Closed
Nov 3 '26
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
AMBA: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only NVDA
24
MU
Micron
supplier
COHR
Coherent
supplier
HPQ
HP
customer
SMCI
Super Micro
customer
20 more · NVDA chain
›
Shared
0
No disclosed counterparties: AMBA.
Only AMBA
0
None
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
NVDA, solid
AMBA, dashed