Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Nvidia Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
Prev close 212.13 · gapped below the open, then crossed back over prior close. High/low 213.31 at 9:30 am ET, 211.18 at 4:00 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of NVDA revenue | Skew |
|---|---|---|---|
| FNFabrinet | 27.60% | 0.44% | 63× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
FILINGsourcecik 0001045810
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”
FILINGsourcecik 0001045810
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
FILINGsourcecik 0001045810
“During fiscal year 2025, NVIDIA Corporation and Cisco Systems, Inc. contributed 27.6% and 18.2%, respectively, of our revenues.”
$944M relationship63× more of FN’s book than NVDA’s
basisFN fy2025 · closed 2025-06 $3.4BNVDA fy2026 · closed 2026-01 $216B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001408710-25-000039cik 0001408710disclosed by FN
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”
FILINGsourcecik 0001045810
“Subsequent to June 30, 2025, we procured, through a combination of purchases and equipment leasing, approximately 5.5k NVIDIA B200 GPUs, 2.3k NVIDIA B300 GPUs and 1.2k NVIDIA GB300 GPUs to be installed at our Prince George site by the end of calendar year 2025, that will bring the total GPU fleet to approximately 10.9k NVIDIA GPUs.”
FILING10-K0001878848-25-000063cik 0001878848disclosed by IREN
“Key suppliers of single and limited source components include NVIDIA Corporation, Ouster, Inc., and other vendors providing cameras, ultrasonic sensors, electronic motors, and modems.”
FILING10-K0001832483-26-000010cik 0001832483disclosed by SERV
“In addition, we buy servers from Dell Technologies Inc., storage disk systems from NetApp, Inc., and graphics processing units ("GPU") from NVIDIA.”
FILING10-K0001628280-26-012671cik 0000816761disclosed by TDC
“In July 2023, we issued an aggregate of 7.7 million shares of our Class A common stock at a purchase price of $6.49 per share in the 2023 Private Placement with NVIDIA Corporation for net proceeds of approximately $49.9 million.”
FILING10-K0001601830-26-000039cik 0001601830disclosed by RXRX
“In 2025, we released a range of new AI products and platform capabilities, including Gradient® AI GPUs from AMD and NVIDIA, and major enhancements to the Gradient® AI Platform such as VPC support, image and video models, and the Agent Development Kit ("ADK").”
FILING10-K0001582961-26-000019cik 0001582961disclosed by DOCN
“The Elastic AI Ecosystem includes integrations with Anthropic's Claude, Cohere, Confluent, Dataiku, DataRobot, Galileo, Hugging Face, LangChain, LlamaIndex, Mistral AI, NVIDIA, OpenAI, Protect AI, Red Hat, Vectorize.io, and Unstructured, along with all of the major hyperscalers, consisting of AWS, GCP, and Azure.”
FILING10-K0001707753-26-000018cik 0001707753disclosed by ESTC
“We also rely on Intel, AMD, and NVIDIA, or other suppliers to provide us with a sufficient supply of processors for the majority of our PCs and workstations.”
FILING10-K0000047217-25-000071cik 0000047217disclosed by HPQ
“Our vendors include many of the largest tech companies, including Advanced Micro Devices, Apple, Amazon Web Services (AWS), Cisco, Dell Technologies, Hewlett Packard Enterprise, HP Inc., Lenovo, Microsoft, NVIDIA and Super Micro Computer.”
FILING10-K0001628280-26-013588cik 0001897762disclosed by INGM
“Our GPU-based servers include NVIDIA GB300 NVL72, GB200 NVL72, HGX B200, HGX B300, HGX H100 and RTX PRO 6000.”
FILING20-F0001104659-26-052948cik 0001513845disclosed by NBIS
“NVIDIA is a manufacturer of the Company's GPUs and is a key operational partner under NVIDIA's NCP program.”
FILING10-K0001493152-26-014068cik 0002068385disclosed by SHAZ
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
FILING10-K0001193125-26-057101cik 0000917273disclosed by RMBS
“For example, as a result of our obligations in our current customer contracts, all of the GPUs used in our infrastructure today are NVIDIA GPUs.”
FILING10-K0001769628-26-000104cik 0001769628disclosed by CRWV
“The integration of our lidar technology into the NVIDIA DRIVE AGX platform does not guarantee that automotive OEMs will select our lidar technology for their ADAS or autonomous driving solutions, even if such automotive OEMs select the NVIDIA DRIVE AGX platform instead of the platform of one of NVIDIA's competitors or the automotive OEM decides to use an alternative solution, including solutions developed by the automotive OEM.”
FILING10-K0001437749-26-008858cik 0001818644disclosed by LIDR
“In July 2023, we entered a strategic collaboration with NVIDIA to accelerate the development of our groundbreaking AI foundation models for biology and chemistry using our supercomputer, BioHive-1, and priority access on NVIDIA DGX™ Cloud.”
FILING10-K0001601830-26-000039cik 0001601830disclosed by RXRX
“The Company's primary revenue model consists of acquiring and leasing NVIDIA GPU hardware”
FILING20-F0001171843-26-004704cik 0001095435disclosed by ALP
“We currently rely on one major supplier, Nvidia, for the GPU chips we offer, and plan to rely on another major supplier, AMD.”
FILING10-K0001628280-26-058018cik 0001549084disclosed by CHRN
“The global supply of these resources is constrained, and we depend on a limited number of suppliers, most notably NVIDIA Corporation, for critical hardware components.”
FILING10-K0001493152-26-007352cik 0002076163disclosed by BRR
“Collaboration with hyperscalers, including Google Cloud, AWS, Microsoft Azure, and AI leaders like NVIDIA and Temporal Technologies, creates a flywheel effect that accelerates sales cycles and enables differentiated solutions.”
FILING10-K0001743725-26-000007cik 0001743725disclosed by GDYN
“We use the latest Altera® server-class processing products, AMD Field Programmable Gate Arrays ("FPGA"), as well as NVIDIA GPU products in our embedded high-performance processing technologies.”
FILING10-K0001049521-25-000024cik 0001049521disclosed by MRCY
Watchlist prices, news filtered to it, and its next report on your desk.
Nvidia Corp has 7 disclosed suppliers and 19 disclosed customers. Each one is named in an SEC filing, either Nvidia Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
NVDA (Nvidia Corp) has 7 disclosed suppliers and 19 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: MRCY +7.29%, in the industrials bundle.