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NvidiaNVDA

Chips & accelerators · NASDAQ · USA

$230.48
Down 2.9% todayClose

Up 27.3% this year and +19.7% since June 26, ahead of the AI sector at +7.5%. Nvidia supplies 12 mapped companies and buys from 6.

Market cap
$5.7T
This year
+27.3%
1 year
+28.3%
P/E
29.7
P/S
18.9
P/B
25.0

Price vs the AI sector

since Jun 26NVDAAI sector, equal weight
Nvidia (NVDA) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. NVDA: +19.7% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%+20%Jun 26AugSepOct 8NVDA +19.7%Sector +7.5% Nvidia (NVDA) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. NVDA: +19.7% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%+20%Jun 26AugSepOct 8NVDA+19.7%Sector+7.5%

Supply chain

6 suppliers · 12 customers
SUPPLIERS →→ CUSTOMERSMicron (MU)MUMicron−4.8%Arm Holdings (ARM)ARMArm Holdings−6.5%Synopsys (SNPS)SNPSSynopsys−1.0%Cadence Design Systems (CDNS)CDNSCadence Design Syst…−2.0%Amphenol (APH)APHAmphenol−2.5%Monolithic Power (MPWR)MPWRMonolithic Power−3.9%Microsoft (MSFT)MSFTMicrosoft−1.3%Amazon (AMZN)AMZNAmazon−2.3%Alphabet (GOOGL)GOOGLAlphabet−0.6%Meta Platforms (META)METAMeta Platforms−0.1%Oracle (ORCL)ORCLOracle−5.5%CoreWeave (CRWV)CRWVCoreWeave−7.8%Tesla (TSLA)TSLATesla−0.7%HPE (HPE)HPEHPE−1.5%All customers on the full chain page+4 more customersNVDANvidia

Suppliers 6

Customers 12

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About Nvidia

Nvidia sells the accelerators most large AI models are trained on, from H100 through B200 to Rubin. Harder to replace is CUDA, the software layer developers have standardised on. NVLink and the Mellanox networking business tie whole racks together.

Theme exposure

AI hardwareData center exposureGPU training & inferenceCUDA ecosystemDatacenter accelerators

Products

  • H100/B200/Rubin AI GPUs
  • CUDA software platform
  • NVLink & networking (Mellanox)

Competitors

Risks

  • High customer concentration among a few hyperscalers
  • Export restrictions against China
  • Competition from customers' own chips

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

BroadcomAVGO−4.3%MicronMU−4.8%AMDAMD−3.9%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%Analog DevicesADI−1.0%

Compare NVDA

Side by side with the largest companies in the same segment.

NVDA vs AVGONVDA vs MUNVDA vs AMDNVDA vs INTCNVDA vs ARMNVDA vs TXN

See where Nvidia sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →