COMPANIES · AI CHIPS & NETWORKING
NVIDIA
In the AI Economy Index: Major, 3.00% (as of 2 October 2026)
Designs accelerated-computing chips, networking systems and software used to build and run AI.
Designs accelerated-computing chips, networking systems and software used to build and run AI.
Its GPUs and networking are among the most widely used computing platforms for training and running large AI models, giving it an outsized role in the AI economy.
Sells accelerated-computing chips, systems and software, primarily to data-center customers building AI infrastructure.
United States
AI chips and networking. The companies designing the processors, accelerators and networking equipment that do the actual computing behind AI, including GPUs like NVIDIA's, and the high-speed connections that link thousands of them together.
Our view would change if custom chips from its largest customers (Google TPUs, Amazon Trainium, Meta MTIA) were disclosed as taking a growing share of new AI capacity. It would also change if its data-center revenue grew more slowly than its biggest customers' capital spending for two quarters in a row. Two more tests: whether NVIDIA makes any payment under its Ohio lease guarantees, which are capped at $105 billion, or raises that cap; and whether its agreed purchase of Hugging Face, for about $11.9 billion and expected to close in the first half of 2027, is blocked or abandoned.
Things anyone could observe that would change how this map describes the company. They are not forecasts, and they are not a view on the company's securities.
Connections (176)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (73)
Source: 2026-09-29 · reviewed 2026-10-02
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported user
Limits: A one-line mention in a launch list; does not establish which Robotis products use Isaac ROS, any commercial agreement, or hardware purchases from NVIDIA.
Nvidia launches Isaac ROS 5.0 with AI agents for robotics development ↗Source: 2026-09-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Technical integration statement by RoboSense; does not establish that NVIDIA buys RoboSense products, any revenue, or exclusivity.
RoboSense Becomes the First LiDAR Company to Integrate with NVIDIA Holoscan Sensor Bridge ↗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.
NVIDIA Launches DSX Ready to Qualify Power and Cooling Products for AI Factories ↗Source: 2026-09-08 · reviewed 2026-10-02
Evidence: Primary-source statement · Reported (company boilerplate)
Limits: Company boilerplate only; it does not say whether NVIDIA is a paying customer or a partner, and does not establish contract value, volumes, timing or that the relationship continues.
IonQ Announces Increased Full-Year 2026 Financial Outlook Following SkyWater Acquisition ↗Source: 2026-09-01 · reviewed 2026-09-27
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.
Lambda secures $1bn private debt to purchase Nvidia GPUs - report ↗Source: 2026-08-26 · reviewed 2026-10-02
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: Trade-press reporting; does not name the NVIDIA chip generation, volumes, or how long Xiaomi will keep using NVIDIA once its own chip is certified.
Xiaomi unveils China's first 3nm self-developed intelligent driving chip ↗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.
Starcloud Raises $250 Million at $2.3 Billion Valuation to Scale AI with Orbital Data Centers ↗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.
Starcloud Raises $250 Million at $2.3 Billion Valuation to Scale AI with Orbital Data Centers ↗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.
Waymo Unveils First Custom Robotaxi Chip With More Than 1,000 TOPS of AI Processing Power ↗Source: 2026-08-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (fiscal 2026)
Limits: Does not establish which products Fabrinet builds for this customer, contract terms, exclusivity, or future volumes.
Fabrinet Form 10-K for fiscal year ended June 26, 2026 ↗Source: 2026-08-15 · reviewed 2026-09-26
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating (per trade reporting, August 2026)
Limits: Trade reporting without a quoted company statement; does not establish volumes, pricing, sole-source status, or Lumentum's revenue from NVIDIA.
NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain (StorageReview) ↗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.
Teradyne Robotics unveils wide range of production-ready physical AI applications at Automate 2026 ↗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.
Equinix Collaborates with Cisco and NVIDIA to Deploy Secure AI Factories Across Global Data Center Footprint ↗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.
NEURA Robotics Announces Record Series C of up to $1.4B ↗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.
NVIDIA Announces NVIDIA Isaac GR00T Reference Humanoid Robot for Academic Research ↗Source: 2026-06-01 · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: A product certification; does not establish revenue between the companies, joint sales volumes, or that customers pair the products.
Nutanix Unified Storage Achieves NVIDIA Certification as Enterprises Race to Build AI Factories ↗Source: 2026-05-12 · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Qualification for a development platform; does not establish that NVIDIA or any automaker buys Ouster sensors, volumes, or revenue.
Ouster Brings REV8 Native Color Lidar to the NVIDIA DRIVE Hyperion Platform ↗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.
New Compute Partnership with Anthropic ↗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.
ElevenLabs adds BlackRock, Nvidia and Jamie Foxx to $550M+ Series D ↗Source: 2026-05-05 · reviewed 2026-09-27
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.
ServiceNow extends agentic AI governance from desktops to data centers with NVIDIA ↗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.
Pony.ai Announces New Generation Autonomous Driving Compute Platform Built on NVIDIA DRIVE Hyperion ↗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.
Anthropic Google and Broadcom compute agreement ↗Source: 2026-04-01 · reviewed 2026-10-02
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported operating
Limits: The NVIDIA statement is the reporter's, not a quoted Intuitive or NVIDIA statement; does not establish which NVIDIA components ship in each system, contract terms, volumes or exclusivity.
The Intuitive da Vinci 5's 10,000x computing leap: Here's what it means ↗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.
Efficiency at Scale: NVIDIA, Energy Leaders Accelerating Power-Flexible AI Factories to Fortify the Grid ↗Source: 2026-03-31 · reviewed 2026-09-27
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.
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion ↗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.
The Reindustrial Revolution: Partnering with ABB Robotics, Universal Robots, and NVIDIA ↗Source: 2026-03-16 · reviewed 2026-09-27
Evidence: Primary-source statement · Reported operating
Limits: Micron says the HBM4 is designed for NVIDIA Vera Rubin and in volume shipment, but does not name NVIDIA as the buyer or disclose volumes, pricing or exclusivity.
Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2 ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗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.
NVIDIA and Global Robotics Leaders Take Physical AI to the Real World ↗Source: 2026-03-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Covers the Robotaxi GXR model; does not establish chip volumes, pricing, or that all WeRide vehicles use NVIDIA hardware.
WeRide Showcases Robotaxi GXR Powered by NVIDIA DRIVE Hyperion Platform at NVIDIA GTC 2026 ↗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.
NVIDIA and Nebius Partner to Scale Full-Stack AI Cloud ↗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.
Wayve secures $1.5B to deploy its global autonomy platform ↗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.
NVIDIA and CoreWeave strengthen collaboration ↗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.
NVIDIA and CoreWeave strengthen collaboration ↗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.
Skild AI raises $1.4B, building 'omni-bodied' robot Skild Brain ↗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.
Series E ↗Source: 2026-01-05 · reviewed 2026-09-27
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.
CrowdStrike, AWS, and NVIDIA Select 35 Startups for the 2026 Cybersecurity Startup Accelerator ↗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.
Together AI Leverages NVIDIA-Powered GPUs as It Eyes $7.5B Valuation in New Round ↗Source: 2025-12-01 · reviewed 2026-09-27
Evidence: Primary-source statement · Completed
Limits: Does not establish ownership percentage, board representation, or any operating relationship beyond the equity investment.
Black Forest Labs Announces Series B Investment to Accelerate Frontier Visual Intelligence ↗Source: 2025-08-25 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: The release does not say whether the GPUs were bought directly from NVIDIA or through a reseller or server maker; fleet size is as of August 2025 and has since changed.
IREN Purchases 4.2k NVIDIA Blackwell GPUs & Secures Financing - AI Cloud Expanded to 8.5k GPUs ↗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.
Nvidia backs $500M funding round for Cohere at $6.8B valuation ↗Source: 2025-08-13 · reviewed 2026-09-27
Evidence: Primary-source statement · Reported operating
Limits: Covers internal engineering use only; does not establish the number of systems bought, spending, or any supply relationship in the other direction.
Seagate Accelerates Data Storage Innovation With NVIDIA GPUs ↗Source: 2025-07-15 · reviewed 2026-09-27
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.
Eaton Accelerates the Transformation of Data Center Infrastructure in the AI Era with NVIDIA ↗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.
QCT Announces First Shipment of its NVIDIA GB200 NVL72 System ↗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.
Astera Labs Expands Collaboration with NVIDIA to Advance NVLink Fusion Ecosystem ↗Source: 2025-04-14 · reviewed 2026-09-17
Evidence: Primary-source statement · Reported operating
Limits: Does not establish volumes, pricing or exclusivity.
NVIDIA US manufacturing announcement ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Product announcement; does not establish how much NVIDIA hardware Spire buys, commercial terms, or customer adoption of the models.
Spire Global Launches Breakthrough AI Weather Models Built on NVIDIA Omniverse Blueprint for Earth-2 ↗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.
Elon Musk shows off Cortex AI supercluster — first look at Tesla's 50,000 Nvidia H100s ↗Source: 2024-06-02 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (as of June 2024)
Limits: A June 2024 supporting quote; does not name the specific components, volumes, revenue share or exclusivity, or confirm that supply continues today.
Computer Industry Joins NVIDIA to Build AI Factories and Data Centers for the Next Industrial Revolution ↗Source: 2023-08-31 · reviewed 2026-09-27
Evidence: Primary-source statement · Completed
Limits: Does not establish ownership percentage, board representation, or any operating/commercial relationship beyond the equity investment.
AI21 Labs Announces Series C Funding Round at $1.4 Billion Valuation ↗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.
NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗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.
NVIDIA, ASML, TSMC and Synopsys Set Foundation for Next-Generation Chip Manufacturing ↗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.
Supermicro NVIDIA accelerators and systems ↗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.
Amazon EC2 P6 instances ↗Source: Source undated · reviewed 2026-09-17
Evidence: Primary-source statement · Product documented
Limits: General current product documentation; no contract value or exclusivity inferred.
Azure ND-family GPU virtual machines ↗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.
Google Compute Engine GPUs ↗Source: Source undated · reviewed 2026-09-17
Evidence: Primary-source statement · Product documented
Limits: Product catalog evidence; no purchase volume, exclusivity or utilization inferred.
Oracle Cloud GPU compute ↗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.
Colossus infrastructure page ↗Source: Source undated · reviewed 2026-09-17
Evidence: Primary-source statement · Product documented
Limits: Supports technology use, not undisclosed license terms or royalty rates.
NVIDIA CPU platforms product page ↗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.
NVIDIA organization on Hugging Face ↗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.
Nebius AI cloud ↗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.
Cisco AI networking for data center with NVIDIA Spectrum-X ↗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.
Alibaba Cloud Platform Overview ↗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.
Tencent HunYuan: Building a High-Performance Inference Engine for Large Models Based on NVIDIA TensorRT-LLM ↗Source: Source undated · reviewed 2026-09-20
Evidence: Primary-source statement · Reported operating
Limits: Does not establish investment, ownership, or exclusivity between the companies.
Stability AI Partners ↗Source: Source undated · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Undated marketing page from Wipro; does not establish purchase volumes, revenue, or a formal partner tier.
NVIDIA Partnership with Wipro for Enterprise AI Solutions ↗Source: Source undated · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: One-line mention in Lockheed's own report; does not name specific programs, value, exclusivity or NVIDIA's confirmation.
Lockheed Martin 2025 Annual Report ↗Source: Source undated · reviewed 2026-10-02
Evidence: Primary-source statement · Reported operating
Limits: Undated vendor case study; does not establish an NVIDIA equity stake, purchase volumes or pricing.
Serve Robotics Autonomous Sidewalk Delivery (NVIDIA case study) ↗Dated or announced (91)
Source: 2026-09-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Reference-design announcement; does not establish that NVIDIA pays Trane, that any AI factory has been built to these designs, or volumes and revenue.
Trane Technologies Expands System Architecture with Two New AI Factory Reference Designs Based on NVIDIA DSX AI Factory Platform ↗Source: 2026-09-03 · reviewed 2026-09-27
Evidence: Primary-source statement · Definitive agreement signed 2 September 2026; pending close (expected first half of 2027)
Limits: An agreement disclosed by NVIDIA. It does not establish that the acquisition has closed or received regulatory approval; the $11.9 billion is subject to adjustments and excludes the separate retention program of up to about $1.0 billion for Hugging Face employees.
NVIDIA Corporation Form 8-K filed 3 September 2026 (agreement to acquire Hugging Face) ↗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.
Nvidia Considers Backing Perplexity at $30 Billion Valuation ↗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.
SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive Scale ↗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.
Crusoe and NVIDIA Expand Collaboration Across the Full AI Infrastructure Stack ↗Source: 2026-08-17 · reviewed 2026-09-27
Evidence: Primary-source statement · Agreements signed August 17, 2026; each guaranty takes effect when its lease commences (capacity expected from 2028). Supersedes the July 2026 talks in R070.
Limits: Each guaranty takes effect only when its lease commences (ready-for-service expected from 2028) and ends early if OpenAI achieves a satisfactory credit rating; OpenAI must reimburse NVIDIA for any amount NVIDIA pays. Does not establish that capacity has been built or that NVIDIA has paid anything.
NVIDIA Form 8-K filed 17 August 2026 ↗Source: 2026-08-14 · reviewed 2026-09-26
Evidence: Primary-source statement · Agreement signed; delivery volumes not disclosed
Limits: Establishes a signed agreement only; does not disclose value, volumes, duration, exclusivity, or whether NVIDIA is one of Coherent's two unnamed 10%-plus customers.
Coherent Corp. Form 10-K for fiscal year ended June 30, 2026 ↗Source: 2026-08-12 · reviewed 2026-09-26
Evidence: Primary-source statement · Contracted; service not yet confirmed operating
Limits: Establishes that WhiteFiber's cloud uses NVIDIA GPUs; does not establish that it buys directly from NVIDIA, total GPU fleet size, or whether the newly signed deployments are live.
WhiteFiber, Inc. Reports Second Quarter 2026 Results ↗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.
The Hidden Winners of the AI Power Crunch: 3 Utilities ↗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.
Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans ↗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.
Ilya Sutskever's Safe Superintelligence partners with Nvidia to scale its AI research ↗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.
Ilya Sutskever's Safe Superintelligence partners with Nvidia to scale its AI research ↗Source: 2026-07-24 · reviewed 2026-09-27
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.
SK Group and NVIDIA Expand Strategic Partnership Across AI Factories and Next-Generation Memory ↗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.
Exclusive-China's DeepSeek Developing Its Own AI Chip, Sources Say ↗Source: 2026-07-02 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Statement by NVIDIA engineers quoted in an Ecolab release; does not establish a supply contract, volumes, revenue, exclusivity or the scope of any current joint product.
Ecolab Closes CoolIT Acquisition and Expands AI Cooling Platform ↗Source: 2026-06-08 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; in development
Limits: Development announcement only; does not establish a shipping product, commercial terms, volumes of NVIDIA hardware purchased, or exclusivity.
Doosan Group Collaborates with NVIDIA to Advance Physical AI and AI Factory Infrastructure ↗Source: 2026-06-07 · reviewed 2026-09-27
Evidence: Primary-source statement · Announced partnership
Limits: A multiyear technology partnership that 'supports supply' of advanced memory; it discloses no volumes, prices or contract terms and is not itself a purchase order.
SK hynix and NVIDIA AI factory partnership ↗Source: 2026-06-03 · reviewed 2026-09-26
Evidence: Secondary reporting of an on-record executive statement · Reference design completed; no deployment confirmed
Limits: A reference design announced by Siemens, not a customer deployment or supply contract with NVIDIA; does not establish orders, volumes, revenue or any deployment.
Siemens and Fluence complete NVIDIA battery framework for AI data centers ↗Source: 2026-06-01 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a planned integration; does not establish launch timing, customer adoption, or any purchase of NVIDIA products or ABB equipment.
ABB Expands Collaboration with NVIDIA through Integration of DSX Blueprint for AI Infrastructure ↗Source: 2026-05-06 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of plans; no contract value, volumes, equity terms, or completion dates for the new facilities were disclosed.
NVIDIA and Corning Announce Long-Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure ↗Source: 2026-04-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Trade-show demonstration
Limits: Semtech's own blog describing an OFC 2026 demonstration; does not establish that NVIDIA buys Semtech chips in volume, any contract, or revenue.
OFC 2026: Semtech Advances the Future of AI Data Center Optical and Active Copper Interconnects ↗Source: 2026-04-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Product integration announcement with a vendor performance claim; does not establish a commercial agreement, revenue, or customer adoption.
Elastic Strengthens Production-Scale AI with GPU-Accelerated Vector Search Integrations ↗Source: 2026-04-14 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: NVIDIA's launch announcement listing adopters; does not establish scale of use, payments or that use continues. Infleqtion is also a named NVQLink supporter (NVIDIA, 2025-10-28), not separately rowed.
NVIDIA Launches Ising, the World's First Open AI Models to Accelerate the Path to Useful Quantum Computers ↗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.
NVIDIA AI Ecosystem Expands as Marvell Joins Forces Through NVLink Fusion ↗Source: 2026-03-24 · reviewed 2026-10-02
Evidence: Secondary reporting of an on-record executive statement · Announced; pilot planned
Limits: Product plan; does not establish production volumes, NVIDIA chip purchases, or commercial deployment.
Techman Robot forecasts strong year for 'cobots' ↗Source: 2026-03-16 · reviewed 2026-09-27
Evidence: Primary-source statement · Announced partnership
Limits: Reference-design collaboration; does not establish a specific completed data-center project or purchase volume.
Schneider Electric teams with NVIDIA to develop validated blueprints to design, simulate, build, operate and maintain gigawatt-scale AI Factories ↗Source: 2026-03-16 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced March 2026; stated availability 1H 2026, shipping not confirmed
Limits: Product announcement by NXP; does not establish customer adoption, volumes, revenue, or any financial terms between NXP and NVIDIA.
NXP Delivers New Innovations for Advanced Physical AI with NVIDIA ↗Source: 2026-03-16 · reviewed 2026-09-26
Evidence: Primary-source statement · Demonstrated March 2026; commercial availability not stated
Limits: A reference-design demonstration; does not establish purchase orders, volumes, revenue from NVIDIA, or that TI parts ship in NVIDIA systems.
TI unveils complete 800 VDC power architecture for future generation AI data centers with NVIDIA ↗Source: 2026-03-16 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced March 2026; not confirmed operating
Limits: Ecosystem membership announcement; does not establish certified products, customer deployments, revenue, or financial terms with NVIDIA.
Lattice Joins NVIDIA Halos Ecosystem to Advance Safety for Physical AI with Holoscan Sensor Bridge ↗Source: 2026-03-16 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; production rollout not confirmed
Limits: Platform announcement; does not establish how many trucks run on Thor today, chip volumes, or pricing.
Kodiak AI Scales Autonomous Driving with NVIDIA DRIVE Hyperion ↗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.
Palantir and NVIDIA team to deliver sovereign AI operating system reference architecture ↗Source: 2026-03-05 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; completion not confirmed in this source
Limits: The filing describes an announced investment; it does not confirm completion, the resulting ownership percentage, or any commercial volumes under the partnership.
Nokia Corporation Form 20-F for fiscal year 2025 ↗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.
Meta Builds AI Infrastructure With NVIDIA ↗Source: 2026-02-05 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Announcement of a collaboration; does not establish that Tower manufactures chips for NVIDIA products in volume, or any contract value or exclusivity.
Tower Semiconductor Teams with NVIDIA to Advance AI Infrastructure with 1.6T Data Center Optical Modules ↗Source: 2026-02-02 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Johnson Controls' own statement of design alignment; does not establish a commercial agreement with NVIDIA, NVIDIA endorsement, or any deployment built to these guides.
Johnson Controls launches series of thermal management reference design guides for gigawatt-scale AI data centers ↗Source: 2026-01-14 · reviewed 2026-09-26
Evidence: Secondary reporting (unconfirmed by primary parties) · Reported orders; not confirmed by ASE or NVIDIA
Limits: Secondhand press report; does not establish volumes, whether ASE packages NVIDIA GPUs, or contract terms.
ASE Buys NT$2.8B Zhunan Facility, Packaging Orders Reportedly Span NVIDIA, AMD, and More ↗Source: 2026-01-07 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced collaboration; deployment scope not confirmed
Limits: Describes a technology collaboration; does not establish how many machines use NVIDIA hardware, purchase volumes, or exclusivity.
Caterpillar Teams With NVIDIA to Revolutionize Heavy Industry with Physical AI and Robotics ↗Source: 2026-01-06 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Partner selection for a reference platform; does not establish purchase volumes, revenue, exclusivity or that any vehicle built on Hyperion 10 uses Hesai lidar.
Hesai Selected by NVIDIA as Lidar Partner for NVIDIA DRIVE Hyperion 10 ↗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.
Nvidia to License Groq Technology in $20 Billion AI Chip Deal ↗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.
Groq and NVIDIA enter non-exclusive inference technology licensing agreement ↗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.
Mistral AI and NVIDIA partner to accelerate open frontier models ↗Source: 2025-12-02 · reviewed 2026-09-27
Evidence: Secondary reporting of an on-record executive statement · Status update reported
Limits: The CFO's remarks were made on the record at the UBS Global Technology and AI Conference; this record relies on DataCenterDynamics's report of them rather than a company press release, transcript or webcast we have located. Supersedes R016 as the most recent confirmed status as of December 2025.
NVIDIA CFO says $100bn OpenAI deal has yet to complete ↗Source: 2025-11-18 · reviewed 2026-09-27
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.
Microsoft, NVIDIA and Anthropic Announce Strategic Partnerships ↗Source: 2025-10-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: NVIDIA announcement listing supporters; does not establish deployed systems, volumes, payments or exclusivity.
NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs ↗Source: 2025-10-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: NVIDIA announcement listing supporters; does not establish deployed systems, payments or exclusivity.
NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs ↗Source: 2025-10-28 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: NVIDIA announcement listing supporters; does not establish deployed systems, payments or exclusivity.
NVIDIA Introduces NVQLink — Connecting Quantum and GPU Computing for 17 Quantum Builders and Nine Scientific Labs ↗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.
Vertiv collaborates with NVIDIA to advance 800 VDC platform designs ↗Source: 2025-10-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced ecosystem collaboration; not confirmed shipping
Limits: A partner list in an NVIDIA blog post; does not establish which ADI products are used, volumes, revenue, or that ADI parts ship in NVIDIA systems today.
Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗Source: 2025-10-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced ecosystem collaboration; not confirmed shipping
Limits: A partner list in an NVIDIA blog post; does not establish which MPS products are used, volumes, revenue, or that MPS parts ship in NVIDIA systems. Reports of MPS supplying GPU power modules to NVIDIA are not covered by this source.
Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗Source: 2025-10-13 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced ecosystem collaboration; not confirmed shipping
Limits: A partner list in an NVIDIA blog post; does not establish which ST products are used, volumes, revenue, or that ST parts ship in NVIDIA systems today.
Building the 800 VDC Ecosystem for Efficient, Scalable AI Factories (NVIDIA Technical Blog) ↗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.
OpenAI and NVIDIA letter of intent ↗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.
OpenAI and NVIDIA letter of intent ↗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.
NVIDIA and Intel to develop AI infrastructure and personal computing products ↗Source: 2025-09-12 · reviewed 2026-09-26
Evidence: Secondary reporting of an on-record executive statement · Development target; not confirmed shipping
Limits: Development plan reported secondhand; does not establish a purchase agreement, volumes, or that NVIDIA will adopt the product.
Nvidia and Kioxia target 100 million IOPS SSD in 2027 ↗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.
NVIDIA-backed Lambda lands $480M at $4B valuation to scale its AI cloud ↗Source: 2025-07-29 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced July 2025; not confirmed shipping
Limits: Announced collaboration; does not establish purchase orders, volumes, revenue from NVIDIA, or that onsemi parts ship in NVIDIA systems. NVIDIA also lists onsemi as a silicon provider in its 800 VDC ecosystem blog (Oct 2025).
onsemi Collaborates with NVIDIA to Accelerate Transition to 800 VDC Power Solutions for Next-Generation AI Data Centers ↗Source: 2025-06-09 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Inclusion in a reference design; does not establish joint deployments, revenue or a purchase relationship.
Enterprise Vector Store Joins NVIDIA Enterprise AI Factory ↗Source: 2025-05-14 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Plan for a future product; does not establish chip purchase volumes, shipment, or any broader commercial agreement with NVIDIA.
Western Digital and Ingrasys Establish Long-term Collaboration to Deliver High-Performance, Fabric-Attached Disaggregated Storage for AI Workflows ↗Source: 2025-04-14 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced plan
Limits: No completion or production-volume evidence in this announcement.
NVIDIA US manufacturing 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.
NVIDIA US manufacturing announcement ↗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.
BlackRock, GIP, Microsoft and MGX Welcome NVIDIA and xAI to AIP ↗Source: 2025-03-18 · reviewed 2026-09-27
Evidence: Primary-source statement · Announced partnership
Limits: Technology-collaboration announcement; does not establish that shipped commercial robots currently run this technology.
Boston Dynamics expands collaboration with NVIDIA ↗Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: A one-line mention in an NVIDIA announcement; does not establish that Eoptolink supplies NVIDIA directly, volumes, revenue, or exclusivity.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: An ecosystem listing in an NVIDIA announcement; does not specify Lumentum's role, volumes, revenue, or exclusivity.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: An ecosystem listing in an NVIDIA announcement; does not specify products supplied, volumes, or revenue.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-18 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: A one-line mention in an NVIDIA announcement; does not establish that Innolight supplies NVIDIA directly, volumes, revenue, or exclusivity.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced adoption
Limits: Same underlying event as Spire's own release; does not establish purchase volumes, pricing or a continuing supply contract.
Climate Tech Companies Adopt NVIDIA Earth-2 for High-Resolution, Energy-Efficient, More Accurate Weather Predictions and Disaster Preparedness ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Statement by NVIDIA in a partner-roundup release; does not establish which Rockwell products ship with the integration, licensing terms, or customer uptake.
NVIDIA Omniverse Physical AI Operating System Expands to More Industries and Partners ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Statement by NVIDIA in a partner-roundup release; does not establish which Omron products include the integration, commercial terms, or customer adoption.
NVIDIA Omniverse Physical AI Operating System Expands to More Industries and Partners ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Ecosystem listing only; does not state which components Sumitomo Electric supplies, volumes, revenue, or that products have shipped.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Ecosystem listing only; does not state which components Browave supplies, volumes, revenue, or that products have shipped.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗Source: 2025-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Ecosystem listing only; does not state which products TFC supplies, volumes, revenue, or that products have shipped.
NVIDIA Announces Spectrum-X Photonics, Co-Packaged Optics Networking Switches to Scale AI Factories to Millions of GPUs ↗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.
AI cloud firm Together AI raises $305m in Series B funding round ↗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.
Toyota joins NVIDIA DRIVE ecosystem ↗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.
Aurora, Continental, and NVIDIA Partner to Deploy Driverless Trucks at Scale ↗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.
Crusoe Energy's secures $600M in Series D. Investors include Nvidia. ↗Source: 2024-11-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Collaboration announcement; does not establish that NVIDIA buys from nVent, volumes, revenue, exclusivity, or which customers have deployed the architecture.
nVent Collaborates with NVIDIA on AI-Ready Liquid Cooling Solutions ↗Source: 2024-06-03 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: 2024 announcement; does not establish shipped product volumes, revenue from the collaboration, or that it continues in the same form.
Rockwell Automation to Advance Intelligent Automation, Mobile Robotics in Manufacturing Logistics in Collaboration with NVIDIA ↗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.
Arista delivers holistic AI solutions in collaboration with NVIDIA ↗Source: 2024-03-18 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced plan
Limits: Does not prove this vendor designed NVIDIA chips.
NVIDIA Blackwell platform announcement ↗Source: 2024-03-18 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced plan
Limits: Does not prove this vendor designed NVIDIA chips.
NVIDIA Blackwell platform announcement ↗Source: 2024-03-18 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced plan
Limits: Future availability in the source, not proof of shipment.
NVIDIA Blackwell platform announcement ↗Source: 2024-03-18 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced plan
Limits: Future availability in the source, not proof of shipment.
NVIDIA Blackwell platform announcement ↗Source: 2024-03-18 · reviewed 2026-09-27
Evidence: Primary-source statement · Announced plan
Limits: Lenovo is named in NVIDIA's March 2024 Blackwell launch among server makers 'expected to deliver a wide range of servers based on Blackwell products'; this does not establish shipment volumes or current supply.
NVIDIA Blackwell platform announcement ↗Source: 2024-03-18 · reviewed 2026-09-17
Evidence: Primary-source statement · Announced plan
Limits: Not a current hardware inventory.
NVIDIA Blackwell platform announcement ↗Source: 2024-03-18 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: 2024 announcement; XPeng has since put its own Turing AI chips into production vehicles, so this does not establish current use of NVIDIA chips, volumes or which models.
NVIDIA DRIVE Powers Next Generation of Transportation ↗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.
Figure raises $675M at $2.6B valuation and signs collaboration agreement with OpenAI ↗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.
Micron HBM3E volume production ↗Source: 2023-09-27 · reviewed 2026-10-02
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: 2023 announcement with rollout targets; does not establish how many GPUs were deployed, current share of NVIDIA versus other accelerators, or purchase volumes.
Cloudflare Powers Hyper-Local AI Inference with NVIDIA Accelerated Computing ↗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.
Nvidia and Capital One invest in Databricks at $43 billion valuation ↗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.
Siemens and NVIDIA industrial metaverse partnership ↗Comparisons (12)
Source: 2026-09-11 · reviewed 2026-10-02
Evidence: Analytical comparison · Product/market overlap
Limits: Share figure is for one Chinese market segment as reported by the press; does not compare global revenue, chip performance, or customer losses between the two.
Horizon Robotics aims to lead advanced smart driving market by 2027 ↗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.
SambaNova steps up its challenge to Nvidia with new chip, $350M funding and a powerful ally in Intel ↗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).
Baidu is emerging as a major AI chip player in China to fill the Nvidia gap ↗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.
Qualcomm launches AI200 and AI250 chip offering, targeting inferencing workloads at rack-scale ↗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.
Tesla AI5 FSD computer to run inference 10x cheaper than Nvidia AI chips ↗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.
Tenstorrent Raises $693 Million in Series D to Compete with NVIDIA Corporation (NVDA) in AI Accelerator Market ↗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.
AMD Instinct product page ↗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.
Google Cloud TPU product page ↗Source: Source undated · reviewed 2026-09-17
Evidence: Analytical comparison · Product comparison
Limits: AWS can be an NVIDIA partner and offer alternative chips.
AWS Trainium product page ↗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.
Broadcom AI accelerator (XPU) custom compute ↗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).
Intel Gaudi AI accelerator products ↗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.
Cerebras Systems company overview ↗NVIDIA investor FAQ ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.44, released .