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NVIDIA is a fabless semiconductor designer whose H100, H200, B100/B200, GB200 NVL72 and successor accelerator generations are the de facto training and inference substrate of the global AI build-out.
Source: SEC Financial Statement Data Sets, quarterly period, tagged by the issuer. Segment names are the company’s own labels and are not comparable with another filer’s. Shares are of consolidated revenue and need not sum to 100%: overlapping cuts are reported, and segment×geography cross-tabs are dropped rather than counted twice.
GLEIF (2026-08-24, LEI 549300S4KLFTLO7GSQ80) reports no parent — no relationship data filed. Independently confirmed by web check: NVIDIA is a widely-held public company with no controlling shareholder; largest holders are passive institutional managers (Vanguard, BlackRock, Fidelity) and co-founder/CEO Jensen Huang (~3.5%, the largest individual stake, still a minority position).
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 1 supplier. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
NVIDIA's own corporate blog names TSMC as its wafer-fabrication partner of 'three decades' and jointly announces the first NVIDIA Blackwell wafer produced on US soil, fabricated at TSMC Arizona, October 2025 (quote attributed to TSMC Arizona CEO Ray Chuang). No purchase share or dollar volume is disclosed in this release; NVIDIA's 10-K risk factors describe TSMC dependency only in qualitative terms without a percentage.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
5 other tracked dossiers name this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 985 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
Delta's own release (2026-03-16) describes 800 VDC power/cooling systems (in-row power racks, CDUs, solid-state transformers, SOFC, microgrid) 'developed in collaboration with NVIDIA' for NVIDIA MGX and GB300 NVL72 AI-factory architectures. Frames Delta as an ecosystem/infrastructure partner building to NVIDIA's spec, not a disclosed sales contract — no dollar value or volume given. Re-checked 2026-09-25 (wake-minerals-buyers, step 0.5): source_url still live, dated 2026-03-16, still states 'developed in collaboration with NVIDIA, such as the 800 VDC In-Row 660kW Power Racks' and lists an In-Rack 140kW L2L CDU for NVIDIA GB300 NVL72; no contract value, volume or supplier/customer terms -- confirmed, no change.
NVIDIA's own blog (2024-10-07) confirms Foxconn is building the Hon Hai Kaohsiung Super Computing Center around NVIDIA Blackwell/GB200 NVL72 (64 racks, 4,608 Blackwell GPUs) for internal AI/HPC use (Foxconn as buyer of NVIDIA GPUs), and separately Foxconn is qualified as an NVIDIA manufacturing partner assembling GB200/GB300 NVL72 systems for NVIDIA's broader customer base (Foxconn as contract manufacturer). No dollar value or unit count tied to Foxconn's own purchase is disclosed. Re-checked 2026-09-24 (wake-minerals-buyers, step 0.5): the cited NVIDIA blog (dated 2024-10-07) supports the BUYER leg only (Kaohsiung Super Computing Center, 64 racks / 4,608 Tensor Core GPUs, verbatim) and does NOT itself state the contract-manufacturer leg. That leg is supported by Foxconn's own press release of 2025-03-19 (https://www.foxconn.com/en-us/press-center/press-releases/latest-news/1557), which states that Foxconn manufactures the NVIDIA GB200 NVL72 through GB300 NVL72 platforms and is qualified by NVIDIA as a PBR (Pilot Build Request) Partner (re-fetched 2026-10-02). Confidence stays secondary (both legs are company statements, no counterparty-side volume).
MediaTek's own release (2025-10-14) states MediaTek co-designed the GB10 Grace Blackwell Superchip that powers NVIDIA's DGX Spark, contributing CPU, memory-subsystem and high-speed-interface design around the Grace Arm CPU, part of a 'long-standing partnership'. No licensing fee, unit volume, or revenue share disclosed. Re-checked 2026-09-23 (wake-minerals-buyers, step 0.5): source_url still live, still states MediaTek 'teamed with NVIDIA on the design of the GB10 Grace Blackwell Superchip' contributing CPU/memory-subsystem/high-speed-interface design, and cites a 'long history of collaboration with NVIDIA' -- confirmed, no change.
Paperjam (already cited in this dossier's Sources for the acquisition story) names Nvidia as 'one of its major customers' for HVLP copper foil used in AI-accelerator/GPU substrates; Circuit Foil produced ~60% of the world HVLP-foil market for AI accelerators by 2025 per the same article. Trade-press sourced, not Circuit Foil's or Nvidia's own disclosure, hence confidence: secondary.
Joint NVIDIA/TSMC announcement of the first NVIDIA Blackwell wafer fabricated at TSMC Arizona, October 2025; NVIDIA's own blog describes a 'three decades' manufacturing partnership with TSMC. No dollar volume or revenue-share figure is disclosed in this release. TSMC's own 20-F discloses customer concentration only by anonymized letter (FY2025: largest customer 19%, second 17%, top-ten 78% of net revenue); analyst reporting (wccftech, CNBC) attributes named percentages to Apple and NVIDIA specifically, but both cited pages returned HTTP 403 to automated re-fetch this tick and were not independently confirmed, so no share_pct is recorded against this named row.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 1 are its binding chokepoints.
As a buyer, policy pressure across its consumed materials is rising.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇺🇸 US accounts for 26% of severity-weighted pressure. Regulatory focus shifted from 🇺🇸 US to 🇨🇳 CN in 2026Q3.