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NVDA compared with FSLR: revenue, margins and what each company keeps, and the suppliers and customers both name
NVDA
Nvidia Corp
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Mkt cap
Revenue
Revenue
FSLR
First Solar, Inc.
Change
Mkt cap
Revenue
Revenue
vs
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NVDA
Nvidia Corp
vs
FSLR
First Solar, Inc.
Price
Mkt cap
Revenue
Revenue
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Revenue flow
Supply chain
Price
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Event sensitivity
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Supply-chain overlap
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NVDA
Nvidia Corp
Change
186.71
▲
+2.82%
· post 188.72
Mkt cap
$4.4T
Revenue
$96.2B
Q2 FY27
Revenue
$216B
FY26
FSLR
First Solar, Inc.
Change
201.17
▲
+2.76%
· post 201.57
Closed
Nov 6 '26
Mkt cap
$21.0B
Revenue
$1.2B
Q3 FY26
Revenue
$5.2B
FY25
vs
Compare
Closed
Nov 6 '26
NVDA
Nvidia Corp
vs
FSLR
First Solar, Inc.
186.71
▲
+2.82%
post 188.72
Price
201.17
▲
+2.76%
post 201.57
$4.4T
Mkt cap
$21.0B
Q2 FY27
$96.2B
Revenue
$1.2B
Q3 FY26
FY26
$216B
Revenue
$5.2B
FY25
Change
Change
NVDA
186.71
▲
+2.82%
vs
FSLR
201.17
▲
+2.76%
Closed
Nov 6 '26
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 shared counterparties.
Only FSLR
9
V
Visa Inc. ("Visa")
customer
GE
General Electric
supplier
NEE
NextEra Energy
customer
FISV
Fiserv
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
5 more · FSLR chain
›