NVIDIA (NVDA) supply chain

Source: Bullionaire IQ. These are curated relationships, not proof of a complete supply chain. Company relationships may change; check sources before making investment decisions.

Suppliers and upstream dependencies (4)

• Fabrinet (FN)

  one of NVIDIA's named independent contract manufacturers used for assembly, testing and packaging of final products

• NVIDIA Final Product Build

  final assembly, test, configuration and platform integration stage before NVIDIA ships finished products and systems

• Amkor Technology (AMKR)

  advanced semiconductor packaging and test partner in NVIDIA’s expanding U.S. manufacturing ecosystem

• AI Networking & Optical Interconnect Integration

  networking and optical-interconnect layer supporting NVIDIA accelerated-computing systems and AI-cluster connectivity

Customers and downstream relationships (6)

• Amazon Web Services (AMZN)

  major NVIDIA cloud infrastructure partner; AWS announced deployment of 2 million additional NVIDIA GPUs beginning in 2026

• Microsoft Azure (MSFT)

  major NVIDIA cloud partner deploying Blackwell and next-generation Vera Rubin systems at hyperscale

• Google Cloud (GOOGL)

  NVIDIA cloud ecosystem partner deploying Vera Rubin and other NVIDIA accelerated-computing infrastructure

• Meta Platforms (META)

  multiyear NVIDIA customer deploying millions of Blackwell and Rubin GPUs plus NVIDIA networking and CPUs

• Oracle Cloud Infrastructure (ORCL)

  major NVIDIA accelerated-computing cloud platform and AI infrastructure adopter

• NVIDIA System & Server Channel

  OEM and systems channel integrating NVIDIA accelerated-computing platforms