The Complete List Of Nvidia’s Suppliers And Consumers

NVIDIA has completed one of the most dramatic business transformations in market history — going from a gaming GPU company to the backbone of the global AI infrastructure buildout, with Data Center now representing over 89% of total revenue. The company’s $215.9 billion in FY2026 revenue makes it almost entirely dependent on a handful of hyperscalers whose capex cycles it cannot control, and its entire production stack runs through a single foundry in Taiwan. If TSMC’s CoWoS advanced packaging capacity — of which NVIDIA books over 50% — faces any disruption, the world’s most valuable semiconductor company has no backup plan.

Key Consumers

• Data Center — $193.7B, 89.7% of total FY2026 revenue; up 68% YoY driven by Blackwell GPU ramp
• Gaming — $16.0B, 7.4% of total revenue; up 41% YoY — GeForce RTX 50-series driving upgrade cycle
• Professional Visualization — $3.2B, 1.5% of total revenue; RTX PRO Blackwell workstations launched Q1 FY26
• Automotive & Robotics — $2.4B, 1.1% of total revenue; up 39% YoY, fastest-growing emerging segment
• OEM & Other — $619M, 0.3% of total revenue

• United States — ~69% of annual revenue; hyperscaler capex spend is the dominant driver
• Taiwan — ~20% of annual revenue; ODM/OEM partners (Foxconn, Quanta, Supermicro) ship globally
• China — ~9% of annual revenue; H20 sales restricted, ByteDance planning $14B H200 purchase in 2026
• Other Americas / Europe / ROW — ~2% of annual revenue; regional cloud buildout accelerating

• Microsoft (Azure + OpenAI) — Largest single customer; Stargate partnership drives multi-year GPU commitments
• Amazon Web Services — UltraCluster deployments; one of two customers representing 16% and 14% of Q1 FY26 revenue per SEC filing
• Google (GCP + DeepMind) — Massive Blackwell orders despite developing own TPU silicon
• Meta Platforms — 350,000 H100s deployed in 2024; continuing Blackwell ramp for Llama models
• ByteDance — Planning ~$14B in H200 purchases for 2026; one of NVIDIA’s largest global customers
• Tesla / xAI — Grok AI training clusters; xAI Memphis supercluster uses 100,000+ NVIDIA GPUs

Major Suppliers

• TSMC (Taiwan Semiconductor) — Sole foundry for all NVIDIA GPU dies; 3nm/4nm nodes for Blackwell; NVIDIA books >50% of CoWoS advanced packaging capacity through 2027
• Samsung Foundry — Minor role; potential contingency fab for future non-leading-edge designs

• SK Hynix — Primary HBM3E supplier for H100/H200/Blackwell; HBM4 supply for Rubin architecture already allocated through 2026; building first U.S. packaging plant ($3.9B investment)
• Micron Technology — Secondary HBM3E supplier; 2025 and 2026 supply fully allocated to NVIDIA; aggressively ramping HBM4 capacity
• Samsung Memory — Finalizing deal to supply >30% of NVIDIA’s HBM4 for 2026 after setbacks with HBM3E qualification

• TSMC CoWoS Platform — CoWoS-L is the gold standard for integrating GPU dies with HBM stacks; oversubscribed through mid-2026; TSMC targeting 33% capacity increase by 2026
• ASE Technology — OSAT packaging and testing; part of NVIDIA’s Blackwell supply chain
• Amkor Technology — Advanced packaging partner; accelerating CoWoS-like capacity alongside TSMC
• Powertech Technology — Additional OSAT; PFLO panel-level packaging development for future architectures

• Foxconn (Hon Hai) — Building AI-focused assembly plants in Arizona; key NVL72/GB200 rack assembly partner
• Quanta Computer — Major ODM for NVIDIA DGX and HGX server systems
• Super Micro Computer (Supermicro) — Key system integrator for NVIDIA GPU servers; significant Blackwell rack deployments
• Dell Technologies — PowerEdge AI servers; major enterprise channel for NVIDIA H-series and Blackwell
• ZT Systems (acquired by Microsoft) — Custom AI rack systems; now vertically integrated into Microsoft’s Azure supply chain