NVIDIA Corporation (NVDA) Competitors & Peers

NVIDIA purchases memory from SK Hynix (NVDA FY2026 10-K).

NVIDIA supplies accelerated computing GPUs (A100, H100, Blackwell) integrated into Google Cloud Platform's high-performance AI virtual machine instances.

NVIDIA is a primary supplier of high-performance GPU hardware (A100, H100, Blackwell) used in AWS accelerated cloud instances for general AI and deep learning workloads.

Oracle deployed clusters of 65,000 NVIDIA H200 GPUs in its OCI (Oracle Cloud Infrastructure) for AI supercomputing workloads, making NVDA a critical hardware supplier.

Fabrinet is a named contract manufacturer for NVIDIA systems (NVDA FY2026 10-K).

Wistron is a named contract manufacturer for NVIDIA systems (NVDA FY2026 10-K).

Foxconn is a named contract manufacturer/subcontractor for NVIDIA systems (NVDA FY2026 10-K).

Snowflake and NVIDIA integrate Blackwell-class GPUs directly into the Snowflake AI Data Cloud platform via AWS for in-database generative AI workloads.

ServiceNow and NVIDIA partner on AI Agent Fabric and reference architectures for enterprise AI, with NVIDIA's Apriel 2.0 model integrated into the Now Platform.

Palo Alto Networks partnered with NVIDIA to integrate AI security capabilities into NVIDIA's AI data center stack, including Prisma AIRS (AI Runtime Security) for protecting AI workloads.

Samsung is utilized as an additional wafer foundry partner for semiconductor fabrication.

TSMC fabricates advanced wafer designs for NVIDIA's GPU and CPU architectures.

WPP partners with NVIDIA to build a generative AI content engine on NVIDIA Omniverse Cloud, using OpenUSD and NVIDIA NIM microservices to create virtual 3D landscapes.

NVIDIA is a primary customer of Synopsys, utilizing its EDA software tools and IP blocks to design and verify all advanced GPU architectures, including Blackwell and Rubin.

NVIDIA + AMD compete in AI accelerators.

Dell PowerEdge XE9680 H100/H200/B100 servers anchor enterprise AI.

TSMC fabricates NVIDIA Hopper/Blackwell/Rubin GPUs + CoWoS packaging.

NVIDIA $2B equity investment in Coherent + multi-year purchase commitment.

Microsoft Azure deploys hundreds of thousands of NVIDIA H100/H200/B100/GB200 GPUs.

NVIDIA $100B+ equity investment in OpenAI announced Sep 2025 + Stargate.

NVIDIA $5B equity investment in Intel + co-design partnership announced Sep 2025.

xAI Colossus uses 100K H100 + 200K H200; among NVIDIA's largest single customers.

Nebius procures H100 and Blackwell GPU hardware from NVIDIA.

NVIDIA is a primary customer of Cadence, utilizing its EDA software tools and IP blocks to design and verify all advanced GPU architectures, including Blackwell.

NVIDIA partners with Cadence to optimize its CUDA-X, Blackwell GPUs, and Omniverse technologies with Cadence's EDA, system design, and life sciences software stacks.

Vicor provides power delivery modules for NVIDIA GPU platforms.

NVIDIA partners with Synopsys to accelerate EDA workloads by integrating its cuLitho computational lithography and CUDA-X libraries into Synopsys' Proteus and PrimeSim platforms.

ChronoScale procures advanced GPUs from NVIDIA for hosting operations.

Meta deployed 350K+ NVIDIA H100 GPUs in 2024; continuing massive Blackwell orders.

NVIDIA supplies advanced AI GPUs (H100, Blackwell) to IREN's AI Cloud platform. The companies signed a 5-year, $3.4 billion agreement in May 2026 for managed GPU cloud services.

NVIDIA licenses Arm Neoverse core designs and architecture IP to build its custom Grace CPUs and integrated Grace Blackwell superchips.

Cisco and NVIDIA formed a strategic partnership in February 2024 to deliver integrated AI data center solutions combining Cisco's UCS servers/networking with NVIDIA's GPUs.

Applied Digital is an Elite Cloud Services Provider in the NVIDIA Partner Network, validating its advanced data center designs for NVIDIA GPU architectures.

NVIDIA is CoreWeave's primary supplier of high-performance GPU accelerators and acts as a strategic investor in the company.

Bosch partners with Nvidia to utilize its Drive AI compute platforms for automated driving systems.

GE HealthCare collaborates with NVIDIA to integrate accelerated computing and AI models (such as NVIDIA Isaac for Healthcare) to build autonomous medical imaging systems for X-ray and ultrasound.

Coherent supplies advanced lasers and 800G/1.6T optical networking products under multi-year multibillion-dollar NVIDIA purchase commitment; NVIDIA invested $2B in Coherent (Mar 2026).

Wistron is named contract manufacturer for NVIDIA systems (per NVDA 10-K).

NVIDIA + Intel announced $5B equity investment + co-design partnership (Sep 2025).

Fabrinet is named NVIDIA contract manufacturer (per NVDA 10-K); largest single Fabrinet customer.

Micron supplies HBM3E + LPDDR5X to NVIDIA (qualified into H200 + B100, named in NVDA 10-K).

Oracle Cloud Infrastructure deploys NVIDIA GPUs at hyperscale.

NVIDIA GPUs underpin Anthropic Claude training + inference clusters.

Groq LPU vs NVIDIA GPU in inference.

Cerebras WSE-3 + NVIDIA GPU compete in AI training + inference.

Honeywell utilizes Nvidia's cuDSS solver library in its UniSim Design process simulation software, and deploys edge AI models on Nvidia's Jetson platform for smart building and robotics applications.

Adobe leverages NVIDIA's CUDA-X, NeMo libraries, Cosmos open models, and Agent Toolkit to build and optimize Adobe Firefly generative AI models. NVIDIA GPU instances (H100/A100 via AWS P-instances) power Adobe's AI training and inference pipelines.

NVIDIA licenses Arm Neoverse cores for its Grace CPU architecture and Tegra automotive platforms.

NVIDIA invested in SoundHound + partnership on voice-AI inference.

IBM and NVIDIA partner to offer NVIDIA GPU-accelerated computing infrastructure on IBM Cloud and to integrate NVIDIA's AI Enterprise software with IBM's watsonx platform.