NVIDIA

Headquarters

Santa Clara, California, USA

Website

www.nvidia.com

Employees

36,000 (FY2025 10-K)

Founded

1993

Listing

NVDA · NASDAQ

Market Cap

$4.76T

Revenue (TTM)

$253.49B

Price

USD196.51 (-3.33%)

Investment

• Intel: NVIDIA invested $5 billion in Intel common stock in 2026, a vote of confidence in Intel despite separately pausing its own testing of Intel's 18A process node.
• OpenAI: NVIDIA committed $30 billion as a lead investor in OpenAI's 2026 funding round, alongside its role as OpenAI's primary GPU supplier.
• Corning: NVIDIA agreed to invest up to $3.2 billion in Corning to expand US optical connectivity manufacturing for its rack-scale AI systems.
• IREN: NVIDIA holds a five-year right to invest up to $2.1 billion in IREN as part of a strategic partnership to deploy DSX AI infrastructure.
• Nebius: NVIDIA invested $2 billion at market prices to acquire an 8% stake in Nebius, a direct cash investment in the neocloud provider.
• Anthropic: NVIDIA committed up to $10 billion to invest in Anthropic alongside a strategic partnership with Microsoft, and will help optimize Claude models for performance, efficiency and total cost of ownership.
• Marvell Technology: NVIDIA invested $2 billion in Marvell Technology in March 2026 as part of a strategic partnership on silicon photonics technology.
• Coherent Corp: NVIDIA's own 13F filing lists Coherent among its top five equity holdings, added to during a recent reporting quarter.
• Nokia: NVIDIA's own 13F filing lists Nokia among its top five equity holdings.

Dependency

• Groq: NVIDIA acquired Groq's Language Processing Unit IP, architectural innovations, and key engineering talent in a $20 billion deal announced December 2025, its largest transaction on record, to strengthen its position in AI inference.
• Arm Holdings: NVIDIA's Grace data center CPU is built on Arm's architecture.
• ASE Technology: ASE is boosting advanced packaging production capacity for NVIDIA, with NVIDIA's Vera CPU outsourcing to ASE expected in 2027.
• Micron Technology: Micron has been certified as an HBM4 memory supplier for NVIDIA's next-generation Vera Rubin AI platform, alongside SK hynix and Samsung, with its entire 2026 HBM supply fully contracted.
• Taiwan Semiconductor Manufacturing Company: NVIDIA depends heavily on TSMC for manufacturing many of its most advanced semiconductor products.
• High Bandwidth Memory: Advanced NVIDIA AI accelerators depend on high-bandwidth memory to support data-intensive artificial intelligence workloads.
• Advanced Semiconductor Packaging: NVIDIA's advanced AI processors depend on sophisticated packaging technologies that integrate compute and memory components.
• Synopsys: NVIDIA depends on Synopsys electronic design automation software to design its advanced chips.
• Cadence Design Systems: NVIDIA depends on Cadence electronic design automation software to design its advanced chips.
• US AI Chip Export Controls: NVIDIA's chip sales to China are regulated by US export controls, which determine which chip generations can be sold and under what licensing conditions.
• SK hynix: SK hynix supplies advanced memory products used in NVIDIA artificial intelligence computing platforms.
• Intel: Intel Foundry has secured a design win with NVIDIA as part of its push to attract external customers to its 18A process, alongside its separate $5 billion equity investment and NVLink collaboration with NVIDIA.
• Nokia: Nokia partners with Nvidia on AI-RAN technology, integrating Nvidia's accelerated computing platforms into Nokia's telecom network infrastructure for AI-native 5G and 6G networks.
• Samsung Foundry: Samsung Foundry is collaborating with NVIDIA on production of AI chips, with NVIDIA's 'Groq 3rd Generation' wafers displayed at Samsung's 2026 SAFE Forum.
• TE Connectivity: TE Connectivity's Digital Data Networks segment supplies interconnect and power components used in Nvidia-based AI server and rack architectures.

Supply Chain

• Penguin Solutions: Penguin Solutions builds pre-validated AI cluster architectures featuring NVIDIA DGX B300 and RTX PRO 6000 GPUs for enterprise and neocloud customers.
• Autonomous Systems & Robotics: NVIDIA's physical-AI computing stack (DRIVE, Isaac) underpins autonomous vehicle and humanoid robotics platforms industry-wide.
• Zoom: Zoom built AI Companion 3.0 using NVIDIA's Nemotron open technologies.
• Palo Alto Networks: Palo Alto Networks integrated its Cortex XSIAM platform with NVIDIA's DOCA Argus framework for silicon-level AI factory security, part of NVIDIA's Enterprise AI Factory Validated Design.
• NXP Semiconductors: NXP integrates NVIDIA's Holoscan Sensor Bridge with its i.MX 95 and S32J TSN chip families for humanoid and industrial robotics applications.
• Mistral AI: Mistral Compute is a premier NVIDIA partner offering NVIDIA reference architectures at scale, including a jointly celebrated data center near Paris.
• Equinix: Equinix collaborates with Cisco and NVIDIA to deploy Secure AI Factory blueprints across its global data center footprint.
• Hugging Face: Hugging Face integrated with NVIDIA's DGX Cloud Lepton, and NVIDIA NIM microservices support over 100,000 models hosted on the Hugging Face platform.
• SpaceX: NVIDIA is described as an irreplaceable supplier to SpaceX, providing chips used across Starlink and SpaceX's AI/compute infrastructure.
• Alphabet (Google): NVIDIA supplies GPUs to Google Cloud, including new Blackwell-powered G4 instances and planned Vera Rubin NVL72 rack-scale systems, even as Google simultaneously develops competing in-house TPU silicon.
• Tesla: Tesla trains its Full Self-Driving and Optimus robot neural networks on a cluster of roughly 80,000-100,000 NVIDIA H100/H200-equivalent GPUs, even as it separately develops competing in-house Dojo silicon.
• Astera Labs: NVIDIA relies on Astera Labs for PCIe retimers and rack-scale connectivity chips, and is co-developing NVLink Fusion-related connectivity devices with Astera Labs for revenue contribution expected in FY2027.
• Fabrinet: NVIDIA is a top customer of Fabrinet's optical component manufacturing, used in AI data center networking infrastructure.
• Wistron: NVIDIA has reportedly booked Wistron's entire server manufacturing plant capacity through 2026 to build Blackwell and Rubin AI servers.
• CoreWeave: NVIDIA supplies GPUs to CoreWeave and has invested directly in the company to accelerate its AI infrastructure buildout.
• Microsoft Azure: NVIDIA supplies large volumes of GPUs to Microsoft Azure to meet hyperscale AI compute demand.
• Amazon Web Services: NVIDIA supplies GPUs to AWS to meet hyperscale AI compute demand, alongside AWS's own custom silicon efforts.
• Meta: NVIDIA supplies millions of AI chips for Meta's data center build-out under an expanded 2026 partnership, a deal analysts describe as certainly in the tens of billions of dollars.
• xAI: NVIDIA supplies the GPUs powering xAI's Colossus supercomputer clusters, among the largest known concentrations of NVIDIA hardware built for frontier AI training.
• G42 / MGX (UAE): NVIDIA supplies chips for the UAE's Stargate campus, developed by G42, with the UAE receiving its first NVIDIA chip shipment in 2026.
• Saudi PIF / HUMAIN: NVIDIA supplies GB300 chips to Saudi Arabia's HUMAIN, backed by the Public Investment Fund, to build out national AI compute capacity.
• AI Data Centers: Many AI data-center deployments depend on NVIDIA accelerated computing platforms.
• OpenAI: OpenAI depends on massive NVIDIA GPU purchases for model training and inference, with NVIDIA committing $30 billion as a lead investor in OpenAI's 2026 funding round.
• IREN: IREN depends on NVIDIA GPU purchases and the companies' DSX AI factory architecture partnership, having agreed to buy 50,000 NVIDIA B300 GPUs while expanding toward roughly 150,000 GPUs total.
• Nebius: Nebius depends on NVIDIA GPU supply for its AI cloud infrastructure, with NVIDIA also holding an 8% equity stake following a direct $2 billion cash investment.
• Oracle: Oracle depends on NVIDIA GPU supply for its AI training infrastructure, including data centers built around large NVIDIA GPU clusters.
• Cohere: Cohere has secured strategic investment from Nvidia (alongside AMD Ventures, Salesforce Ventures, Oracle, and Cisco) and relies on Nvidia GPUs to train and serve its enterprise-focused large language models.
• Healthcare & Life Sciences: Healthcare and life sciences companies including Eli Lilly and Roche depend on NVIDIA's BioNeMo platform and Blackwell-based AI factories to accelerate drug discovery, clinical development and manufacturing.
• Financial Services & Banking: Financial services firms depend on NVIDIA's AI platforms for fraud detection, algorithmic trading, risk modeling and document processing, per NVIDIA's own annual State of AI in Financial Services survey.
• Automotive: The automotive industry depends on NVIDIA's DRIVE Hyperion ecosystem and self-driving platforms, which NVIDIA's own SEC filings report drove record full-year Automotive segment revenue of $2.3 billion, up 39% year-over-year.
• Manufacturing & Industrial: Manufacturers depend on NVIDIA's Omniverse platform and industrial AI partnerships with Siemens, Caterpillar and Dassault Systèmes to build factory-scale digital twins and AI-accelerated simulation.
• Energy & Utilities: The US Department of Energy depends on NVIDIA and Oracle to build the Solstice supercomputer, featuring 100,000 NVIDIA Blackwell GPUs, one of the largest AI systems built for scientific discovery.
• Telecommunications: Telecommunications companies depend on NVIDIA's RTX PRO Blackwell GPUs and AI platforms to build distributed edge computing networks and reported the highest agentic AI adoption rate of any industry NVIDIA surveyed in 2026.
• Robotics & Physical AI: Robotics companies depend on NVIDIA's Cosmos and Isaac GR00T open models and frameworks for physical AI, used by industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, LG Electronics and NEURA Robotics.
• Retail & Consumer Packaged Goods: Retail and CPG companies depend on NVIDIA's AI platforms for demand forecasting, supply chain automation and agentic AI, per NVIDIA's own third annual State of AI in Retail and CPG survey.
• Government, Defense & Public Sector: US federal agencies depend on NVIDIA accelerated computing for agentic AI, digital twins and secure AI deployment, including Palantir's integration of NVIDIA CUDA-X libraries and Nemotron models into its AI Platform.
• Ayar Labs: Ayar Labs' $500 million Series E round in March 2026 was backed directly by NVIDIA as a strategic investor, alongside AMD, MediaTek, and Qatar Investment Authority.
• Supermicro: Supermicro builds AI-optimized servers that deploy NVIDIA GPUs at data center scale for cloud and enterprise customers.
• Palantir: Palantir integrates NVIDIA's CUDA-X libraries and open-source Nemotron models into its AI Platform's Ontology framework.
• Microsoft: Microsoft purchases large volumes of NVIDIA GPUs to build out Azure's AI infrastructure.
• Amazon: Amazon purchases NVIDIA GPUs at scale for AWS AI infrastructure alongside its own custom silicon.
• Cloudflare: Cloudflare deploys NVIDIA GPUs across its global network to run AI inference workloads close to end users.
• Databricks: Databricks runs machine learning workloads on NVIDIA GPUs across major cloud providers.
• Adobe: Adobe trains and runs its Firefly generative AI models on NVIDIA GPU infrastructure.
• IBM: IBM uses NVIDIA GPUs to power its watsonx enterprise AI platform.
• Dell Technologies: Dell builds and sells servers powered by NVIDIA GPUs for enterprise AI infrastructure deployments.
• HPE: HPE builds and sells servers powered by NVIDIA GPUs for enterprise AI infrastructure deployments.
• Perplexity: Perplexity depends on NVIDIA GPU infrastructure to run inference for its real-time search and answer generation.
• Lenovo: Lenovo's AI server business depends on NVIDIA GPUs to build AI-optimized infrastructure for enterprise customers.
• Foxconn: Foxconn assembles NVIDIA's Blackwell GB200 AI servers as the sole assembler, making it a critical bottleneck point in the AI data center supply chain.
• F5: F5 expanded its integration with NVIDIA in March 2026 to accelerate AI inference within its application delivery platform.
• Uber: Uber partners with NVIDIA on Alpamayo AI models and DRIVE platforms to help scale autonomous fleets to 100,000 vehicles starting in 2027.
• SoundHound AI: SoundHound AI relies on Nvidia GPU infrastructure to train and run inference for its voice AI and conversational intelligence models.

Development

• Agentic AI: NVIDIA develops core agentic AI infrastructure — the NVIDIA AI Blueprint/Agent Toolkit, NIM microservices, and Llama Nemotron models — that enterprise agent platforms increasingly build on.
• CUDA: NVIDIA develops CUDA, the software platform that strengthens the ecosystem surrounding its accelerated computing products.
• Blackwell: NVIDIA develops the Blackwell GPU architecture for advanced artificial intelligence and accelerated computing workloads.
• AI Accelerators: NVIDIA develops AI accelerators used to train and operate advanced artificial intelligence systems.
• NVLink: NVIDIA develops NVLink as its proprietary GPU-to-GPU interconnect, exclusive to NVIDIA hardware.
• InfiniBand (NVIDIA Quantum): NVIDIA develops its Quantum InfiniBand networking platform following its acquisition of Mellanox.
• Co-Packaged Optics: NVIDIA develops co-packaged optics switches, including Quantum-X Photonics and Spectrum-X Photonics, for next-generation AI cluster networking.
• Jensen Huang: NVIDIA was co-founded by Jensen Huang, who has served as its CEO throughout the company's history.

Enablement

• AI Data Centers: Demand for NVIDIA computing platforms contributes to investment in AI-focused data-center infrastructure.

Competition / Other

• Advanced Micro Devices: AMD competes with NVIDIA in accelerated computing and artificial intelligence processors.