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

NVDANvidia Corp

Mkt capRevenueRevenue

WOLFWolfspeed, Inc.

Mkt capRevenueRevenue

Compare

NVDANvidia Corp

WOLFWolfspeed, Inc.

Price

Mkt cap

Revenue

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

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Revenue flow

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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NVDANvidia Corp

204.27▼−4.40%· post 205.25

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

WOLFWolfspeed, Inc.

22.00▼−11.84%· post 22.07

ClosedOct 30 '26

Mkt cap$1.2BRevenue$150MQ3 FY26Revenue$758MFY25

Compare

ClosedOct 30 '26

NVDANvidia Corp

WOLFWolfspeed, Inc.

204.27▼−4.40%post 205.25

Price

22.00▼−11.84%post 22.07

$4.9T

Mkt cap

$1.2B

Q2 FY27$96.2B

Revenue

$150MQ3 FY26

FY26$216B

Revenue

$758MFY25

NVDA204.27▼−4.40%vsWOLF22.00▼−11.84%ClosedOct 30 '26

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

Price

rebased to 0%

NVDA, solidWOLF, dashed

Supply-chain overlap

Revenue flow

WOLF: latest quarter is a loss; flow not drawable.Method ›

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 WOLF 4

BWABorgwarnercustomer

—Renesasunlistedsupplier

—CreeLEDunlistedcustomer

—SGH

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

unlistedcustomer