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

NVDANvidia Corp

Mkt capRevenueRevenue

GFSGlobalFoundries Inc.

Mkt capRevenueRevenue

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NVDANvidia Corp

GFSGlobalFoundries 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 GFS 6

AMDAdvanced Micro Devicescustomer

QCOMQualcommcustomer

CRUSCirrus Logiccustomer

NVTSNavitas Semiconductorcustomer

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

2 more · GFS chain ›

NVDANvidia Corp

186.71▲+2.82%· post 188.72

Mkt cap$4.5TRevenue$96.2BQ2 FY27Revenue$216BFY26

GFSGlobalFoundries Inc.

38.60▲+6.16%· post 38.70

ClosedNov 6 '26

Mkt cap$20.2BRevenue—Revenue—

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ClosedNov 6 '26

NVDANvidia Corp

GFSGlobalFoundries Inc.

186.71▲+2.82%post 188.72

Price

38.60▲+6.16%post 38.70

$4.5T

Mkt cap

$20.2B

Q2 FY27$96.2B

Revenue

—

FY26$216B

Revenue

—

NVDA186.71▲+2.82%vsGFS38.60▲+6.16%ClosedNov 6 '26