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

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NVDANvidia Corp

WOLFWolfspeed, 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 WOLF 4

BWABorgwarnercustomer

—Renesasunlistedsupplier

—CreeLEDunlistedcustomer

—SGH

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

unlistedcustomer

NVDANvidia Corp

202.10▼−1.24%· post 203.80

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

WOLFWolfspeed, Inc.

20.82▼−5.30%· post 20.97

ClosedNov 2 '26

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

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ClosedNov 2 '26

NVDANvidia Corp

WOLFWolfspeed, Inc.

202.10▼−1.24%post 203.80

Price

20.82▼−5.30%post 20.97

$4.9T

Mkt cap

$1.2B

Q2 FY27$96.2B

Revenue

$150MQ3 FY26

FY26$216B

Revenue

$758MFY25

NVDA202.10▼−1.24%vsWOLF20.82▼−5.30%ClosedNov 2 '26