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

NVDANvidia Corp

Mkt capRevenueRevenue

BZAIBlaize Holdings, Inc.

Mkt capRevenueRevenue

Compare

NVDANvidia Corp

BZAIBlaize Holdings, Inc.

Price

Mkt cap

Revenue

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

Save comparison

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

Desk News Calendar Saved

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 BZAI 7

—Customer Dunlistedcustomer

—Undisclosed major customer in Chinaunlistedcustomer

—Customer Cunlistedcustomer

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

—

Plexus

unlistedsupplier

3 more · BZAI chain ›

NVDANvidia Corp

186.71▲+2.82%· post 188.72

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

BZAIBlaize Holdings, Inc.

0.20▲+0.10%· post 0.20

ClosedNov 6 '26

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

Compare

ClosedNov 6 '26

NVDANvidia Corp

BZAIBlaize Holdings, Inc.

186.71▲+2.82%post 188.72

Price

0.20▲+0.10%post 0.20

$4.4T

Mkt cap

$28.8M

Q2 FY27$96.2B

Revenue

$12MQ2 FY26

FY26$216B

Revenue

$39MFY25

NVDA186.71▲+2.82%vsBZAI0.20▲+0.10%ClosedNov 6 '26