Bubble Intelligence

Market Intelligence For The New Regime

NVIDIA CORP
NVDAnvidia.com
Latest Filing: May 20, 2026 • 25 Total Filings
Total Assets
2026
$259.47B
Total Revenue
2026
$81.61B
Net Income
2026
$58.32B
Operating Cash Flow
2026
$50.34B
Filing Year:
2026
Only 2026 data available
Data Source:
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NVIDIA CORP
Ticker: NVDA
Unknown Region
7 suppliers
Taiwan Semiconductor Manufacturing Company Limited
contract_manufacturer
⚠ Critical
Samsung Electronics Co., Ltd.
contract_manufacturer
SK Hynix Inc.
component_supplier
Micron Technology, Inc.
component_supplier
Hon Hai Precision Industry Co., Ltd.
contract_manufacturer
Wistron Corporation
contract_manufacturer
Fabrinet
contract_manufacturer
Intel Corporation
Data Center segment (CPU, GPU, DPU, AI NIC server products), Client and Gaming segment (CPUs, APUs, integrated graphics, gaming discrete GPUs)
Major Competitor
Qualcomm Incorporated
Competition in embedded segment (ASSP vendors)
Advanced Micro Devices, Inc.
GPUs, custom chips, accelerated computing, SoC products
Major Competitor
Huawei Technologies Co. Ltd.
GPUs, custom chips, accelerated computing, networking
Major Competitor
Alibaba Group
Cloud services companies with internal accelerated/AI computing solutions
Major Competitor
Amazon, Inc.
Cloud services companies with internal accelerated/AI computing solutions and Arm-based CPUs
Major Competitor
Baidu, Inc.
Cloud services companies with internal accelerated/AI computing solutions
Major Competitor
Microsoft Corporation
Cloud services companies with internal accelerated/AI computing solutions and Arm-based CPUs
Major Competitor
Ambarella, Inc.
SoC products for automotive, autonomous machines, gaming
Broadcom
SoC products and networking (switches, adapters, cables)
Renesas Electronics Corporation
SoC products for servers, automotive, autonomous machines, gaming
Samsung
SoC products for servers, automotive, autonomous machines, gaming
Arista Networks
Networking products including switches, network adapters, and cable solutions
Hewlett Packard Enterprise Company
Networking products including switches, network adapters, and cable solutions
Marvell Technology, Inc.
Networking products including switches, network adapters, and cable solutions
Lumentum Holdings Inc.
Networking products including optical modules
Tesla, Inc.
SoC products for automotive and autonomous machines
CISCO SYSTEMS, INC.
Networking products including switches, network adapters, and cable solutions
Alphabet Inc.
Cloud services companies with internal accelerated/AI computing solutions
Major Competitor
Cisco Systems, Inc.
Networking products
React Flow
Legend:
Company
Critical Supplier
Significant Supplier
Standard Supplier
Major Competitor
Emerging Competitor
Competitor
Regional Supplier Concentration
0 regions with known supplier geography · 7 suppliers without location data
Risk:LowModerateElevatedHigh
7 suppliers · no geography