NVIDIA

Source: 2026-09-21 · reviewed 2026-09-24

Evidence: Primary-source statement · Qualified under a reference-design program; no deployments disclosed

Limits: A technical qualification listing only. It does not establish that any NVIDIA AI factory has ordered or installed Tesla Megapacks, does not disclose volumes, pricing or exclusivity, and does not make NVIDIA a customer of Tesla.

Source: 2026-09-01 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: This confirms one debt-financed GPU purchase; it does not disclose the total volume of GPUs Lambda buys from Nvidia overall or any purchase pricing terms.

Source: 2026-08-21 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Establishes participation in a funding round. It does not establish the size of NVIDIA's stake, any board seat, control, commercial commitment to buy capacity, or that the valuation reflects revenue.

Source: 2026-08-21 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Establishes that one NVIDIA GPU flew on one satellite. It does not establish the commercial terms, whether the part was sold, donated or supplied through a program, any volume commitment, or that NVIDIA will supply GPUs for a larger constellation.

Source: 2026-08-20 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Current, disclosed August 2026

Limits: The source does not disclose relative purchase volumes, contract value, or which specific NVIDIA chip generation is used in production vehicles.

Source: 2026-06-18 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Universal Robots' own release, made at a trade show. It does not establish how many customers use AI Trainer, what Universal Robots pays NVIDIA, or that these applications are deployed outside demonstrations.

Source: 2026-06-16 · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating collaboration as of June 2026

Limits: Describes a technology and go-to-market collaboration, not a supply contract, revenue figures, or exclusivity between the two companies.

Source: 2026-06-10 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NEURA's own release, which describes a round of up to 1.4 billion dollars rather than a confirmed closed amount. It does not state how much NVIDIA invested or the stake acquired.

Source: 2026-06-01 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced partnership, June 2026

Limits: The announcement covers a joint reference-design platform for research use; it does not establish an equity investment, exclusivity, or the volume of Unitree hardware NVIDIA purchases or licenses.

Source: 2026-05-06 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: A count published by the operator, not independently audited. Does not establish price, delivery dates, exclusivity, or the site's location -- the cited page does not name Memphis. Does not establish how many of the GPUs are in service at any given time.

Source: 2026-05-05 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Completed

Limits: Does not establish ownership percentage, board representation, or any operating relationship beyond the equity investment.

Source: 2026-04-25 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: A joint announcement by the two companies. It does not establish the number of chips purchased, the price paid, whether the new controller has entered mass production, or that Pony.ai sources exclusively from NVIDIA.

Source: 2026-04-06 · reviewed 2026-09-17

Evidence: Primary-source statement · Reported operating

Limits: Also uses Trainium and TPUs. No exclusive NVIDIA dependency implied.

Source: 2026-03-31 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes a simulation/technology alignment only; does not establish a supply contract, financial terms, or exclusivity between the two companies.

Source: 2026-03-31 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes the announced technical scope of the collaboration; does not establish shipping volumes, specific customer deployments, or revenue generated by the partnership.

Source: 2026-03-19 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Skild AI's own post. It does not establish how much NVIDIA compute Skild uses, what it pays, or whether the arrangement is exclusive or time-limited.

Source: 2026-03-16 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not disclose shipment volumes, pricing, or whether NVIDIA is the exclusive customer for this specific HBM4 configuration.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish how many FANUC products ship with Jetson modules, any payment between the two companies, exclusivity, or that any customer has deployed the combination in production.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish the commercial terms, which Yaskawa products are affected, or that any customer is running the integrated tooling in production.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish payment, volumes, exclusivity, or how the pending sale of ABB Robotics to SoftBank Group affects the arrangement.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish any payment between the parties, which KUKA products are affected, or that customers have deployed the result.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish that shipped AgiBot robots run GR00T models, how many units are involved, what AgiBot pays, or that AgiBot does not primarily use its own foundation models.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It does not establish that any NEURA robot delivered to a customer runs these models, nor any commercial terms between the two companies.

Source: 2026-03-16 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: NVIDIA's own release. It refers to development and simulation tooling; it does not establish what compute Agility buys, what it pays, or that NVIDIA silicon runs onboard the Digit robot.

Source: 2026-03-11 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced investment and multi-year deployment partnership

Limits: The release states the investment amount and capacity target; it does not disclose the resulting ownership percentage, investment structure, or confirm the investment has fully closed.

Source: 2026-02-25 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Wayve's own release. It does not state how much NVIDIA invested, the stake acquired, or whether NVIDIA supplies Wayve with hardware or compute.

Source: 2026-01-26 · reviewed 2026-09-17

Evidence: Primary-source statement · Investment reported completed

Limits: January 2026 transaction at $87.20 per share. Not total lifetime investment or current ownership percentage.

Source: 2026-01-26 · reviewed 2026-09-17

Evidence: Primary-source statement · Reported operating

Limits: Technology use does not establish direct purchase volumes or sole-supplier status.

Source: 2026-01-15 · reviewed 2026-09-24

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: Trade reporting of a funding announcement. It does not establish the amount NVIDIA invested, the stake acquired, or that the investment carries any supply or licensing commitment.

Source: 2026-01-06 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: The announcement does not state how much NVIDIA put in, what ownership percentage it received, or what security it bought. It also does not say whether the position survived the February 2026 SpaceX combination in the same form.

Source: 2026-01-02 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating

Limits: This confirms Together AI's cloud infrastructure is built on Nvidia GPUs; it does not disclose the volume of GPUs, purchase terms, or whether Together AI uses any non-Nvidia hardware as well.

Source: 2025-12-01 · reviewed 2026-09-20

Evidence: Primary-source statement · Completed

Limits: Does not establish ownership percentage, board representation, or any operating relationship beyond the equity investment.

Source: 2025-08-14 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Completed

Limits: Does not establish NVIDIA's specific investment amount within the round or its resulting ownership percentage in Cohere.

Source: 2025-07-15 · reviewed 2026-09-20

Evidence: Primary-source statement · Reported ongoing collaboration as of July 2025

Limits: Describes a technical/reference-architecture collaboration, not a supply contract, revenue, or exclusivity between the two companies.

Source: 2025-05-27 · reviewed 2026-09-20

Evidence: Primary-source statement · Current product line, shipping

Limits: The release names one specific initial customer (WhiteFiber, not on this map) and describes a single shipment; it does not establish the total scale of Quanta's NVIDIA-based production or its full customer list.

Source: 2025-05-19 · reviewed 2026-09-20

Evidence: Primary-source statement · Ongoing, expanding technical collaboration

Limits: Describes a technical/product collaboration announced by Astera Labs; does not disclose commercial terms, revenue share, or exclusivity.

Source: 2025-05-11 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Completed

Limits: Does not establish ownership percentage, board representation, or any operating/commercial relationship beyond the equity investment.

Source: 2025-04-14 · reviewed 2026-09-17

Evidence: Primary-source statement · Reported operating

Limits: Does not establish volumes, pricing or exclusivity.

Source: 2024-08-27 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Reported operating

Limits: A 2024 statement of a build plan by Tesla's CEO. It does not establish how many NVIDIA GPUs Tesla has installed today, what Tesla paid, how Cortex has since been expanded, or that Tesla buys directly from NVIDIA rather than through a system builder.

Source: 2023-03-21 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Does not disclose how broadly cuLitho has been deployed across TSMC's fabs, financial terms, or whether coverage now extends beyond the initially announced Hopper-generation production.

Source: 2023-03-21 · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Describes integration plans announced jointly; does not specify which ASML products or customers currently use GPU-accelerated computational lithography in production, or financial terms.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Product catalog evidence. It does not establish purchase volume, exclusivity or customer delivery.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Availability varies by instance type and region. No purchase volume or exclusivity inferred.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: General current product documentation; no contract value or exclusivity inferred.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Product catalog evidence; availability varies. Google also offers its own TPUs.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Product catalog evidence; no purchase volume, exclusivity or utilization inferred.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Reported operating

Limits: Page contains inconsistent GPU counts. No count is carried into the map.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Supports technology use, not undisclosed license terms or royalty rates.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Catalog documented

Limits: Publishing relationship only. Does not establish paid services, investment or compute purchases.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product / customer use documented

Limits: Self-published operating examples. No fleet count, purchase value or exclusive dependence inferred.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Product documented

Limits: Product/solution documentation; does not establish purchase volume, exclusivity or which customers have deployed it.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating

Limits: Does not establish the volume of NVIDIA hardware deployed on Alibaba Cloud, exclusivity, or contract value between the companies; US export restrictions also limit which NVIDIA chips can be used within China.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating

Limits: Describes a technical integration presented at an NVIDIA conference; does not establish contract value, exclusivity, or the scale of NVIDIA hardware used by Tencent.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating

Limits: Does not establish investment, ownership, or exclusivity between the companies.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Active joint program

Limits: Confirms a joint accelerator program; does not establish that CrowdStrike's Charlotte AI runs on NVIDIA hardware exclusively or any broader technology dependency.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Active technology partnership

Limits: Confirms an announced partnership; does not disclose contract value or the extent of ServiceNow's reliance on NVIDIA hardware.

Source: 2026-08-24 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported; in talks, not confirmed

Limits: Reflects reporting of an in-progress, unconfirmed negotiation; does not establish that an investment was finalized, its amount, or NVIDIA's resulting ownership stake.

Source: 2026-08-24 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announcement of intent. It does not establish that any Vera CPU or Vera Rubin system has been delivered, that a Starmind satellite has been built or launched, the number of units, the price, or that the orbital hardware will survive the radiation and thermal environment.

Source: 2026-08-19 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced

Limits: This describes announced technical collaboration and planned 2026-2027 hardware deployments; it does not prove all elements are in production today or disclose the commercial terms between the two companies.

Source: 2026-08-17 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported finalized August 17, 2026; supersedes the July 2026 talks-stage figure in R070 as the deal's actual outcome, not a correction to it.

Limits: Based on CNBC/Axios reporting citing sources rather than a joint NVIDIA-OpenAI primary statement; the primary CNBC URL could not be directly re-fetched during this audit (returned a bot-protection error) though its content is corroborated by multiple independent outlets. Does not establish final, fully-confirmed terms.

Source: 2026-08-07 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced / planned

Limits: No primary Vistra, NVIDIA or Helix press release was located; NVIDIA's specific equity stake, Vistra's contracted capacity, and Helix's development timeline are not established by this source.

Source: 2026-07-27 · reviewed 2026-09-17

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported in talks, unconfirmed

Limits: Based on press reporting (CNBC, citing the Wall Street Journal); neither NVIDIA nor OpenAI had issued a primary confirming statement as of the report date. Included to show the proposed $100 billion deal's status continuing to evolve, not as a confirmed commitment.

Source: 2026-07-27 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced

Limits: Does not confirm the deal has closed, the exact investment amount, or NVIDIA's resulting ownership percentage in SSI.

Source: 2026-07-27 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced

Limits: Does not establish delivered hardware quantities, deployment timeline, or whether compute has actually been provisioned as of the review date.

Source: 2026-07-25 · reviewed 2026-09-22

Evidence: Primary-source statement · Announced / planned

Limits: Signed as letters of intent, not a finalized supply contract; the $500B+ figure covers the entire SK Group-NVIDIA partnership including AI-factory construction, not an amount specific to the SK hynix memory-supply piece.

Source: 2026-07-07 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported shifting away

Limits: Does not establish DeepSeek's current primary hardware supplier, purchase volumes, or whether any NVIDIA relationship is ongoing as of the review date.

Source: 2026-06-07 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Replaced the mistyped SK Group URL. Group-level investment is not a SK hynix purchase order.

Source: 2026-03-31 · reviewed 2026-09-22

Evidence: Primary-source statement · Announced

Limits: Confirms the $2 billion investment figure as stated by NVIDIA; does not establish resulting ownership percentage or board/governance rights.

Source: 2026-03-12 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Reference-architecture and platform partnership; does not establish specific government contract values.

Source: 2026-02-17 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announcement by NVIDIA with quotes from both CEOs. No contract value, delivery schedule or unit commitment is disclosed, and it does not establish how many systems have shipped or that Meta buys exclusively from NVIDIA.

Source: 2025-12-26 · reviewed 2026-09-22

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced

Limits: Reported deal structure and price come from press coverage, not a joint NVIDIA/Groq statement fetched directly in this research; does not establish that Groq ceased operating as an independent company, and closing status as of the audit review date is unconfirmed.

Source: 2025-12-24 · reviewed 2026-09-17

Evidence: Primary-source statement · Licensing agreement announced

Limits: Primary source frames this as a non-exclusive licensing agreement; widely covered in the press as a roughly $20 billion 'acquisition' or 'acquihire' of Groq, a framing this record does not adopt without primary confirmation.

Source: 2025-12-03 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Model-acceleration and campus-investment partnership; does not establish that Mistral operates on NVIDIA compute exclusively.

Source: 2025-12-02 · reviewed 2026-09-17

Evidence: Secondary reporting of an on-record executive statement · Status update reported

Limits: The CFO's remarks were made on the record at a financial conference; this record relies on DataCenterDynamics's report of them rather than a company press release, transcript or webcast we have located. Reclassified in V2.1 from 'Primary-source statement' to a distinct evidence class once it was flagged that the field did not match this caveat. Supersedes R016 as the most current confirmed status at the time of this audit.

Source: 2025-11-18 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announced intention to invest up to a stated ceiling. It does not establish how much has actually been funded, what ownership stake NVIDIA holds, the valuation, or that any Grace Blackwell or Vera Rubin capacity has been delivered to Anthropic.

Source: 2025-10-13 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Design collaboration for future facilities, not a completed product shipment or a specific customer deployment.

Source: 2025-09-22 · reviewed 2026-09-17

Evidence: Primary-source statement · Letter of intent

Limits: Historical proposal. Final terms and current deployment status need a newer source.

Source: 2025-09-22 · reviewed 2026-09-17

Evidence: Primary-source statement · Letter of intent

Limits: Not $100 billion paid or an unconditional completed investment. Current terms require rechecking.

Source: 2025-09-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Investment and partnership announced

Limits: Announced as a stock purchase plus product roadmap; secondary reporting (CNBC, Dec 29 2025) said the stake purchase had closed, but neither company's own release in this record confirms a completion date.

Source: 2025-08-18 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Completed

Limits: This confirms Nvidia's participation as one of several investors in the round; it does not disclose Nvidia's exact investment amount or resulting ownership percentage in Lambda.

Source: 2025-06-11 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Reference-design collaboration; does not establish a specific completed data-center project or purchase volume.

Source: 2025-04-14 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: No completion or production-volume evidence in this announcement.

Source: 2025-04-14 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: The 12–15 month ramp target was a forecast, not a verified completion.

Source: 2025-03-19 · reviewed 2026-09-21

Evidence: Primary-source statement · Joined as member/technical advisor, March 2025

Limits: The announcement explicitly frames NVIDIA's role as technology/advisory, not as a capital contributor to the partnership's investment fund.

Source: 2025-02-24 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Completed

Limits: This confirms Nvidia's participation as one of several investors in the round; it does not disclose Nvidia's specific investment amount or resulting ownership stake.

Source: 2025-01-06 · reviewed 2026-09-17

Evidence: Primary-source statement · Adoption announced

Limits: Forward-looking adoption announcement. It does not verify vehicles delivered or current program volume.

Source: 2025-01-06 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: An announcement of a planned hardware architecture. It does not establish that trucks operating today run DRIVE Thor, the number of chips ordered, the price paid, or that the 2027 manufacturing timeline has held.

Source: 2024-12-16 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Completed

Limits: This confirms Nvidia's participation as one of several investors in the round; it does not disclose Nvidia's specific investment amount or resulting ownership stake.

Source: 2024-05-29 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Partnership announcement; current product scope should be checked against Arista's newest materials before treating as exhaustive.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Does not prove this vendor designed NVIDIA chips.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Does not prove this vendor designed NVIDIA chips.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Future availability in the source, not proof of shipment.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Future availability in the source, not proof of shipment.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Replaced mismatched 2026 source and 2024 date.

Source: 2024-03-18 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Not a current hardware inventory.

Source: 2024-02-29 · reviewed 2026-09-17

Evidence: Primary-source statement · Investment reported completed

Limits: February 2024 funding round only; does not reflect Figure's later, larger funding rounds or current NVIDIA ownership stake.

Source: 2024-02-26 · reviewed 2026-09-17

Evidence: Primary-source statement · Product supply announced

Limits: Source announced future H200 shipments. Not current market share or an exclusive supply agreement.

Source: 2023-09-14 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Completed

Limits: This confirms Nvidia's participation in a 2023 funding round; it does not disclose Nvidia's exact investment amount, current ownership stake, or whether Nvidia participated in Databricks' later, larger 2026 rounds.

Source: 2022-06-29 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Correct source date is June 29, 2022. Current scope and implementation require an update.

Source: Source undated · reviewed 2026-09-17

Evidence: Primary-source statement · Announced partnership

Limits: Technology-collaboration announcement; does not establish that shipped commercial robots currently run this technology.

Source: 2026-02-24 · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: This reflects journalists' framing of SambaNova as a Nvidia challenger; it does not prove SambaNova has won specific Nvidia customers or matches Nvidia's scale.

Source: 2025-11-28 · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: Does not establish Kunlunxin's market share relative to NVIDIA or performance parity; reflects the two companies' overlapping product category (AI accelerator chips).

Source: 2025-10-27 · reviewed 2026-09-20

Evidence: Analytical comparison · Announced

Limits: This shows Qualcomm entering the same product category as Nvidia's inference GPUs; it does not prove Qualcomm has won Nvidia customers, matches Nvidia's performance, or has meaningfully changed Nvidia's market share.

Source: 2025-10-23 · reviewed 2026-09-24

Evidence: Secondary reporting of an on-record executive statement · Product/market overlap

Limits: A vendor claim about an unreleased chip, not an independent benchmark. AI5 is designed for Tesla's own vehicles and robots rather than sold on the merchant market, so this does not establish that Tesla sells chips against NVIDIA or that the performance claims hold in production.

Source: 2024-12-02 · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: This reflects framing used by journalists covering Tenstorrent's funding; it does not prove Tenstorrent chips currently displace Nvidia GPUs at any customer or that Tenstorrent has comparable market share or performance.

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: Analyst classification, not a bilateral agreement. NVIDIA platform evidence is also in R007.

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: Workload-specific alternative, not a drop-in replacement for every GPU use.

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: AWS can be an NVIDIA partner and offer alternative chips.

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: Broadcom's custom-silicon business model is structurally different from NVIDIA's merchant-GPU model; this is a market-structure comparison, not a bilateral agreement.

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: Analyst/product classification; Intel and NVIDIA are simultaneously investment and product-development partners (see R057).

Source: Source undated · reviewed 2026-09-17

Evidence: Analytical comparison · Product comparison

Limits: Vendor-stated architectural alternative; not an independent benchmark or a bilateral agreement.