What NVDA depends on — and who depends on it

Evidence through 2026-10-09

The subject company at the center of the receipt-backed dependency map.

Semiconductor wafers

Foundry · Packaging · NVIDIA names TSMC as a foundry used to produce semiconductor wafers and separately identifies CoWoS packaging technology.

Semiconductor wafers and memory

Foundry · HBM Memory · NVIDIA names Samsung as both a foundry used for semiconductor wafers and a memory supplier.

Memory supplier

HBM Memory · NVIDIA names SK Hynix as a memory supplier. The filing does not disclose the supplied share.

Memory supplier

HBM Memory · NVIDIA names Micron as a memory supplier. The filing does not disclose the supplied share.

Assembly, testing and packaging

Systems · Assembly · NVIDIA names Hon Hai as a contract manufacturer used for assembly, testing and packaging of final products.

Assembly, testing and packaging

Systems · Assembly · NVIDIA names Wistron as a contract manufacturer used for assembly, testing and packaging of final products.

Assembly, testing and packaging

Systems · Assembly · NVIDIA names Fabrinet as a contract manufacturer used for assembly, testing and packaging of final products.

Named supplier in filing

Filing text: "We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers."

Named supplier in filing

Filing text: "We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung."

Names the subject as a customer

Counterparty filing: "On March 2, 2026, the Company entered into a Securities Purchase Agreement (the “Purchase Agreement”) with NVIDIA Corporation (“NVIDIA”), pursuant to which the Company issued and sold 7,788,161 shares of Common Stock at a price of $ 256.80 per share, for aggregate gross proceeds of $ 2 billion."

Names the subject as a customer

Counterparty filing: "In January 2026, we entered into a securities purchase agreement with NVIDIA Corporation for a private placement of approximately 23 million shares of our Class A common stock at a purchase price of $87.20 per share, for aggregate gross proceeds of $2.0 billion."

Names the subject as a customer

Counterparty filing: "On May 7, 2026, the Company entered into a securities purchase agreement (the “Securities Purchase Agreement”) with NVIDIA."

16.0% of revenue

Filing text: "For the second quarter of fiscal year 2027, one direct customer represented 16 % of total revenue, which was primarily attributable to the Compute & Networking segment."

Named NVIDIA platform adopter

Cloud Platform · NVIDIA names Microsoft Azure among the cloud providers expected to offer Blackwell-powered instances. This is a platform-adoption disclosure, not a revenue-concentration claim.

Named NVIDIA platform adopter

Cloud Platform · NVIDIA names Google Cloud among the cloud providers expected to offer Blackwell-powered instances. This is a platform-adoption disclosure, not a revenue-concentration claim.

Named NVIDIA platform adopter

Cloud Platform · NVIDIA names AWS among the cloud providers expected to offer Blackwell-powered instances. This is a platform-adoption disclosure, not a revenue-concentration claim.

Named NVIDIA platform adopter

Cloud Platform · NVIDIA names Oracle Cloud Infrastructure among the cloud providers expected to offer Blackwell-powered instances. This is a platform-adoption disclosure, not a revenue-concentration claim.

Named multiyear infrastructure partner

AI Infrastructure · NVIDIA and Meta describe a multiyear AI-infrastructure partnership. This is a named issuer disclosure, not a revenue-concentration percentage.