# Who are NVIDIA's customers? Who does NVIDIA earn revenue from?
Canonical: https://valuechain.wiki/nvidia · Facet: customers · Updated: 2026-09-24T04:08:56.112003+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: NVIDIA's confirmed revenue counterparties include Super Micro, IREN, OpenAI plus 50 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 53 revenue edges, backed by 64 dated sources, 13 of them primary filings (as of 2026-09-24).

### Super Micro (high)  → /super-micro.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies AI-server GPUs/platforms to Super Micro.
- [confirms] ZDNet Korea (KO, news, published 2025-08-25) https://zdnet.co.kr/view/?no=20250825231006: "Supplies AI-server GPUs/platforms to Super Micro."
- [confirms] SEC EDGAR (EN, filing, published 2025-05-06) https://www.sec.gov/Archives/edgar/data/1375365/000137536525000013/exhibit991_20250506.htm: "Supplies AI-server GPUs/platforms to Super Micro."

### IREN (high)  → /iren.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GB300 GPUs for IREN AI cloud.
- [confirms] CNBC (EN, news, published 2026-05-07) https://www.cnbc.com/2026/05/07/iren-stock-ai-infrastructure-nvidia.html: "GB300 GPUs for IREN AI cloud."

### OpenAI (high)  → /openai.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies 10GW of AI systems to OpenAI; up to $100B cross-investment.
- [confirms] Wikipedia (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/OpenAI: "Supplies 10GW of AI systems to OpenAI; up to $100B cross-investment."
- [confirms] CNBC (EN, news, published 2025-09-22) https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html: "Supplies 10GW of AI systems to OpenAI; up to $100B cross-investment."

### Aurora Innovation (high)  → /aurora.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: DRIVE Thor for Aurora driverless-truck compute.
- [confirms] Aurora (EN, filing, published 2025-01-15) https://ir.aurora.tech/news-events/press-releases/detail/112/aurora-continental-and-nvidia-partner-to-deploy-driverless-trucks-at-scale: "DRIVE Thor for Aurora driverless-truck compute."

### Wiwynn (high)  → /wiwynn.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies AI-server GPUs to Wiwynn.
- [confirms] Wiwynn/TWSE (EN, filing, published 2026-03-01) https://www.wiwynn.com/en/investor: "Supplies AI-server GPUs to Wiwynn."
- [confirms] TrendForce (EN, research, published 2025-05-05) https://www.trendforce.com/news/2025/05/05/news-microsoft-meta-ramp-up-ai-spend-lifting-nvidias-taiwanese-odm-partners-foxonn-quanta-and-wiwynn/: "Supplies AI-server GPUs to Wiwynn."

### Quanta (high)  → /quanta.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GB200 GPUs/platforms to Quanta.
- [confirms] Quanta/TWSE (EN, filing, published 2026-03-01) https://www.quantatw.com/Quanta/english/ir/: "Supplies GB200 GPUs/platforms to Quanta."
- [confirms] TweakTown (EN, news, published 2024-08-01) https://www.tweaktown.com/news/98852/nvidias-new-gb200-ai-servers-led-by-foxconn-with-40-and-quanta-30-ships-in-q3-2024/index.html: "Supplies GB200 GPUs/platforms to Quanta."

### Dell (high)  → /dell.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs for Dell AI servers.
- [confirms] SEC EDGAR (EN, filing, published 2025-11-25) https://www.sec.gov/Archives/edgar/data/0001571996/000157199625000118/exhibit991earnings8kq3fy26.htm: "Supplies GPUs for Dell AI servers."

### Oracle (high)  → /oracle.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs to OCI at scale.
- [confirms] SEC filing (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm: "NVIDIA FY2026 revenue $215.9B (+65%); Data Center $193.74B (+68%, 90% of revenue); direct-customer concentration — Customer A 22%, Customer B 14% (Compute & Networking); two indirect customers each >10%"
- [confirms] CIO Dive (EN, news, published 2025-10-15) https://www.ciodive.com/news/oracle-amd-nvidia-AI-infrastructure/802772/: "Supplies GPUs to OCI at scale."

### Lenovo (high)  → /lenovo.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs for Lenovo AI servers.
- [confirms] EBC (EN, news, published 2026-05-01) https://www.ebc.com/forex/lenovo-stock-ai-server-pipeline-record-high: "Supplies GPUs for Lenovo AI servers."

### HPE (high)  → /hpe.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs for HPE AI servers.
- [confirms] Futurum (EN, news, published 2025-12-10) https://futurumgroup.com/insights/hewlett-packard-enterprise-q4-fy-2025-arr-surges-as-ai-orders-build/: "Supplies GPUs for HPE AI servers."

### CoreWeave (high)  → /coreweave.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs (incl. GB200) to CoreWeave at scale plus $2B investment.
- [confirms] Wowtale (KO, news, published 2026-01-27) https://wowtale.net/2026/01/27/253840/: "Supplies GPUs (incl. GB200) to CoreWeave at scale plus $2B investment."
- [confirms] ZDNet Korea (KO, news, published 2025-09-16) https://zdnet.co.kr/view/?no=20250916175927: "Supplies GPUs (incl. GB200) to CoreWeave at scale plus $2B investment."

### Foxconn (Hon Hai) (high)  → /foxconn.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GB200 superchips/platforms to Foxconn for rack assembly.
- [confirms] Foxconn (EN, ir, published 2026-03-01) https://www.foxconn.com/en-us/press-center/press-releases/latest-news/1557: "Supplies GB200 superchips/platforms to Foxconn for rack assembly."
- [confirms] SEC filing (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm: "NVIDIA FY2026 revenue $215.9B (+65%); Data Center $193.74B (+68%, 90% of revenue); direct-customer concentration — Customer A 22%, Customer B 14% (Compute & Networking); two indirect customers each >10%"
- [confirms] CNBC (EN, news, published 2025-12-05) https://www.cnbc.com/2025/12/05/nvidia-partner-foxconn-reports-26percent-revenue-spike-as-ai-boom-continues.html: "Supplies GB200 superchips/platforms to Foxconn for rack assembly."

### Celestica (high)  → /celestica.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs for Celestica AI racks/servers.
- [confirms] SEC EDGAR (EN, filing, published 2025-10-27) https://www.sec.gov/Archives/edgar/data/0001030894/000110465925102804/tm2529374d2_ex99-1.htm: "Supplies GPUs for Celestica AI racks/servers."

### Nebius (high)  → /nebius.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs to Nebius cloud (and invested).
- [confirms] SEC EDGAR (EN, filing, published 2025-11-01) https://www.sec.gov/Archives/edgar/data/0001513845/000110465925109806/tm2530882d1_ex99-2.htm: "Supplies GPUs to Nebius cloud (and invested)."

### Recursion Pharmaceuticals (high)  → /recursion.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs for Recursion BioHive supercomputer.
- [confirms] Recursion (EN, filing, published 2023-07-12) https://ir.recursion.com/news-releases/news-release-details/recursion-announces-collaboration-and-50-million-investment: "Supplies GPUs for Recursion BioHive supercomputer."

### 마이크로소프트 (high)  → /microsoft.md
- metric: Revenue share 19% (est.) · FY2025 · Bloomberg estimate (annualized)
- note: Largest customer. About 19% of NVIDIA revenue (Bloomberg estimate, annualized).
- [confirms] SEC EDGAR (EN, filing, published 2026-05-20) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000052/nvda-20260426.htm: "Per the latest 10-Q, three direct customers each represented 21%, 17% and 16% of revenue (top three 54%); Data Center was 92% of the $81.6B quarter."
- [confirms] SEC filing (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm: "NVIDIA FY2026 revenue $215.9B (+65%); Data Center $193.74B (+68%, 90% of revenue); direct-customer concentration — Customer A 22%, Customer B 14% (Compute & Networking); two indirect customers each >10%"
- [confirms] Motley Fool (EN, news, published 2026-02-14) https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/: "Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."
- [mentions] Quartz (EN, news, published 2024-08-29) https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971: "Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."

### SK텔레콤 (high)  → /sk-telecom.md
- note: Launched GPUaaS on NVIDIA H100 and introduced H200 first in Korea; the SK Group AI Factory runs 50,000+ NVIDIA GPUs with a gigawatt-scale Ulsan AI data center. SKT is an NVIDIA Cloud Partner.
- [confirms] The Korea Herald (EN, news, published 2025-01-13) https://www.koreaherald.com/article/10389109: "SKT's GPUaaS is powered by NVIDIA's H100 GPUs, and it plans to introduce H200 first in Korea in Q1."

### Illumina (high)  → /illumina.md
- note: Accelerates its DRAGEN secondary-analysis pipeline on NVIDIA GPUs and integrates NVIDIA BioNeMo/RAPIDS/MONAI generative genomics AI (Jan 2025 collaboration).
- [confirms] Illumina (EN, ir, published 2025-01-13) https://investor.illumina.com/news/press-release-details/2025/Illumina-and-NVIDIA-collaborate-to-decode-biology-and-propel-precision-health/default.aspx: "Illumina and NVIDIA will work toward enabling DRAGEN algorithms on NVIDIA GPUs."

### 제너럴 모터스 (high)  → /general-motors.md
- note: DRIVE AGX in-vehicle and Omniverse factory-AI customer (GTC 2025).
- [confirms] NVIDIA IR (EN, ir, published 2025-03-18) https://investor.nvidia.com/news/press-release-details/2025/General-Motors-and-NVIDIA-Collaborate-on-AI-for-Next-Generation-Vehicle-Experience-and-Manufacturing/default.aspx: "GM-NVIDIA collaboration on vehicle and manufacturing AI."

### 현대차그룹 (high)  → /hyundai-motor-company.md
- note: Omniverse, Isaac and DRIVE Hyperion adoption plus a 50,000-GPU Blackwell AI factory.
- [confirms] NVIDIA (EN, ir, published 2025-11-01) https://nvidianews.nvidia.com/news/hyundai-motor-kia-autonomous-driving: "DRIVE Hyperion and Blackwell AI factory."

### 기가바이트 (AI 서버 ODM) (high)  → /gigabyte.md
- note: NVIDIA supplies GB200/Blackwell GPUs to Gigabyte — as a priority ODM, Gigabyte is allocated GPUs it integrates into AI servers and resells. For NVIDIA, Taiwan's ODM channel is the distribution path that carries data-center GPUs to end customers in system form. (A symmetric cost edge exists on the Gigabyte node.)
- [confirms] DigiTimes (EN, news, published 2025-02-24) https://www.digitimes.com/news/a20250224PD212/nvidia-asus-gigabyte-ai-server-supply.html: "Gigabyte on GB200 priority list."

### 위스트론 (AI 서버 GPU 공급처) (high)  → /wistron.md
- note: NVIDIA supplies Blackwell GPUs to ODMs such as Wistron, which assemble GB200/GB300 racks; value not disclosed.
- [confirms] Tom's Hardware (EN, news, published 2025-05-01) https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidia-gb200-server-odm-share-2025: "Wistron accounts for about 21% of NVIDIA GB200/GB300 rack ODM shipments."

### 지리·지커 (high)  → /geely-auto.md
- note: Zeekr is Nvidia's first Drive Thor production customer and a Drive Orin adopter; Nvidia supplies autonomous-driving SoCs to the Geely group.
- [confirms] CnEVPost (EN, news, published 2025-01-07) https://cnevpost.com/2025/01/07/zeekr-nvidia-thor-smart-driving-kit-ces-2025/: "Zeekr unveiled an Nvidia Thor-based smart-driving kit at CES 2025."

### GE 헬스케어 (high)  → /ge-healthcare.md
- note: NVIDIA provides GE HealthCare with Isaac for Healthcare, Omniverse, Cosmos, and accelerated-computing technology for developing autonomous X-ray and ultrasound systems, with no transaction value disclosed.
- [confirms] ZDNet Korea (KO, news, published 2025-03-19) https://zdnet.co.kr/view/?no=20250319001453: "NVIDIA worked with GE HealthCare to develop the Isaac for Healthcare platform."
- [confirms] GE HealthCare (EN, ir, published 2025-03-18) https://www.gehealthcare.com/en/about/newsroom/press-releases/ge-healthcare-and-nvidia-reimagine-diagnostic-imaging-with-autonomous-x-ray-and-ultrasound-solutions: "GE HealthCare aims to develop AI-enabled X-ray and ultrasound systems by leveraging NVIDIA Isaac for Healthcare."

### Anthropic (mid)  → /anthropic.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs to Anthropic as secondary compute.
- [confirms] Anthropic (EN, ir, published 2026-04-21) https://www.anthropic.com/news/google-broadcom-partnership-compute: "Supplies GPUs to Anthropic as secondary compute."

### TeraWulf (mid)  → /terawulf.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs for TeraWulf HPC.
- [confirms] CoinDesk (EN, research, published 2025-10-28) https://www.coindesk.com/business/2025/10/28/terawulf-stock-surges-22-after-usd9-5b-google-backed-ai-compute-deal-with-fluidstack: "GPUs for TeraWulf HPC."

### Pony.ai (mid)  → /pony-ai.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Compute for Pony.ai robotaxi autonomy.
- [confirms] Caixin Global (EN, research, published 2025-11-27) https://www.caixinglobal.com/2025-11-27/pony-ai-plans-to-triple-robotaxi-fleet-to-3000-by-2026-as-revenue-jumps-102387124.html: "Compute for Pony.ai robotaxi autonomy."

### Snowflake (mid)  → /snowflake.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPU clusters for Snowflake Cortex.
- [confirms] Yahoo Finance (EN, news, published 2025-12-01) https://finance.yahoo.com/news/snowflake-rides-strong-ai-demand-165200349.html: "GPU clusters for Snowflake Cortex."

### Tesla (mid)  → /tesla.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs for Tesla AI training.
- [confirms] Humanoid Guide (EN, research, published 2026-01-01) https://humanoid.guide/product/optimus/: "Supplies GPUs for Tesla AI training."

### Palantir (mid)  → /palantir.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies GPUs/infra to Palantir AI.
- [confirms] TradingView/Zacks (EN, news, published 2026-01-01) https://www.tradingview.com/news/zacks:6c42e42d0094b:0-palantir-rallied-100-in-2025-this-ai-defense-stock-could-be-next/: "Supplies GPUs/infra to Palantir AI."

### Kratos (mid)  → /kratos.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies compute for unmanned/autonomous systems.
- [confirms] Finimize (EN, research, published 2026-01-01) https://finimize.com/content/ktos-asset-snapshot: "Supplies compute for unmanned/autonomous systems."

### Schrodinger (mid)  → /schrodinger.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs for Schrodinger simulation.
- [confirms] StockTitan (EN, research, published 2026-02-25) https://www.stocktitan.net/news/SDGR/schrodinger-reports-fourth-quarter-and-full-year-2025-financial-awplxl9lmvpp.html: "GPUs for Schrodinger simulation."

### Toyota Motor Corporation (mid)  → /toyota.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: NVIDIA supplies DRIVE AGX Orin and DriveOS to Toyota's next-generation vehicles, making Toyota a key customer in NVIDIA's automotive business, which it projects at about $5 billion in fiscal 2026.
- [confirms] NVIDIA Investor Relations (EN, ir, published 2025-01-06) https://investor.nvidia.com/news/press-release-details/2025/Toyota-Aurora-and-Continental-Join-Growing-List-of-NVIDIA-Partners-Rolling-Out-Next-Generation-Highly-Automated-and-Autonomous-Vehicle-Fleets/: "NVIDIA announces Toyota will build next-generation vehicles on DRIVE AGX Orin and DriveOS, confirming a revenue relationship with Toyota."

### Uber (mid)  → /uber.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Uber is building its robotaxi network on the NVIDIA DRIVE platform (up to 100k vehicles from 2027). For NVIDIA, Uber is an autonomous-compute and platform revenue source.
- [confirms] Uber Investor Relations (EN, ir, published 2025-10-28) https://investor.uber.com/news-events/news/press-release-details/2025/Uber-to-Deploy-One-of-the-Worlds-Largest-Networks-of-Autonomous-Vehicles-Powered-by-NVIDIA-AI-Architecture/default.aspx: "Uber announces it will run its autonomous network on full-stack NVIDIA DRIVE AV (L4) software and the DRIVE AGX Hyperion platform."

### Cloudflare (mid)  → /cloudflare.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Edge GPUs for Cloudflare Workers AI.
- [confirms] Cloudflare (EN, filing, published 2024-09-01) https://www.cloudflare.com/press/press-releases/2024/cloudflare-enhances-ai-inference-platform-with-powerful-gpu-upgrade/: "Edge GPUs for Cloudflare Workers AI."

### 알리바바 (mid)  → /alibaba.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: A major buyer that, with ByteDance and Tencent, placed $16B+ combined H20 orders in Q1 2025; after April 2025 export licensing, Alibaba accelerates substitution with its T-Head PPU chip. Standalone amount undisclosed.
- [mentions] AI Times (KO, news, published 2025-09-17) https://www.aitimes.com/news/articleView.html?idxno=202532: "Alibaba's T-Head developed the PPU chip comparable to the H20 as substitution proceeds after US export curbs."
- [confirms] Tech Startups (EN, news, published 2025-04-02) https://techstartups.com/2025/04/02/chinese-tech-firms-bytedance-alibaba-and-tencent-rush-to-order-nvidias-h20-ai-chips-amid-looming-u-s-ban/: "ByteDance, Alibaba and Tencent placed at least $16 billion in H20 orders in Q1 2025."

### Tempus AI (mid)  → /tempus-ai.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Compute for Tempus AI model training.
- [confirms] Yahoo Finance (EN, news, published 2026-01-01) https://finance.yahoo.com/sectors/healthcare/articles/tempus-ais-diagnostics-data-arms-160300587.html: "Compute for Tempus AI model training."

### 텐센트 (mid)  → /tencent-holdings-limited.md
- metric: Amount $16B · H20 비축(3사 합산 보도) · Nikkei 보도
- note: H20 GPU sales to Tencent. The reported ~$16bn stockpile is an aggregate across three Chinese cloud firms (Tencent, Alibaba, ByteDance); Tencent-only value undisclosed — procurement under export controls.
- [confirms] HKEX filing (EN, filing, published 2026-04-09) https://static.www.tencent.com/uploads/2026/04/09/62d786fcf3d3c8cb7e54791ee95439ac.pdf: "FY2025 AI-related capex scaled up (~RMB 180bn), planned to expand further in 2026"
- [mentions] The Outpost / Nikkei Asia (EN, news, published 2025-08-14) https://theoutpost.ai/news-story/tencent-claims-sufficient-gpu-stockpile-for-ai-model-training-amid-us-export-controls-15407/: "Tencent/Alibaba/ByteDance stockpiled ~USD16bn (1.3–1.6M units) of H20 before curbs"

### 아마존 (mid)  → /amazon.md
- metric: Units 196,000 (est.) · CY2024 · Omdia estimate
- note: AWS. One of the top four customers.
- [confirms] Motley Fool (EN, news, published 2026-02-14) https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/: "Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."
- [confirms] heise online (EN, news, published 2024-12-19) https://www.heise.de/en/news/Microsoft-buys-most-Nvidia-accelerators-10215630.html: "Per Omdia, Amazon purchased about 196,000 Nvidia Hopper GPUs in 2024."
- [mentions] Quartz (EN, news, published 2024-08-29) https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971: "Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."

### 얌! 브랜즈 (mid)  → /yum-brands.md
- metric: Count 500 restaurants · Q2 2025 · Targeted number of Yum restaurants for rollout of NVIDIA-powered technology
- note: NVIDIA is a development partner supplying AI technology for voice ordering, computer vision, and operational analytics on Byte by Yum, and the parties targeted 500 restaurants in the second quarter of 2025 but did not disclose financial terms.
- [confirms] Yum! Brands Investor Relations (EN, ir, published 2025-03-18) https://investors.yum.com/news-events/financial-releases/news-details/2025/Yum-Brands-to-Accelerate-AI-Innovation-in-an-Industry-First-Collaboration-With-NVIDIA/default.aspx: "A broader rollout of this technology targeting 500 restaurants ... is planned for the second quarter."

### 메타 플랫폼스 (mid)  → /meta.md
- metric: Revenue share 9% (est.) · FY2025 · Bloomberg estimate (annualized)
- note: About 9% of NVIDIA revenue (Bloomberg estimate).
- [confirms] SEC EDGAR (EN, filing, published 2026-05-20) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000052/nvda-20260426.htm: "Per the latest 10-Q, three direct customers each represented 21%, 17% and 16% of revenue (top three 54%); Data Center was 92% of the $81.6B quarter."
- [confirms] Motley Fool (EN, news, published 2026-02-14) https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/: "Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."
- [confirms] heise online (EN, news, published 2024-12-19) https://www.heise.de/en/news/Microsoft-buys-most-Nvidia-accelerators-10215630.html: "Per Omdia, Meta purchased about 224,000 Nvidia Hopper GPUs in 2024."
- [mentions] Quartz (EN, news, published 2024-08-29) https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971: "Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."

### 알파벳 (구글) (mid)  → /alphabet.md
- note: Google Cloud. One of the top four customers.
- [confirms] Motley Fool (EN, news, published 2026-02-14) https://www.fool.com/investing/2026/02/14/nvidia-stock-good-news-amazon-google-meta-microsof/: "Bloomberg estimate: NVIDIA's four biggest customers (Microsoft, Meta, Amazon, Google) are about 53% of revenue. Microsoft ~19%, Meta ~9%."
- [mentions] Quartz (EN, news, published 2024-08-29) https://qz.com/nvidia-ai-chips-customers-google-microsoft-meta-amazon-1851653971: "Almost half of Nvidia's revenue comes from four customers (Google, Microsoft, Meta, Amazon)."

### BlackRock (mid)  → /blackrock.md
- note: BlackRock is an AIP partner and, via index funds, a large NVIDIA shareholder.
- [confirms] BlackRock (EN, ir, published 2025-03-19) https://www.blackrock.com/corporate/newsroom/press-releases/article/corporate-one/press-releases/blackrock-gip-microsoft-mgx-welcome-nvidia-xai-to-aip: "BlackRock, Global Infrastructure Partners, Microsoft and MGX welcome NVIDIA and xAI to the AI Infrastructure Partnership."

### 에이수스(ASUS) (mid)  → /asustek.md
- note: Supplies GB200/GB300 superchips for AI servers and GeForce/RTX GPUs to ASUS — ASUS is a premier NVIDIA AI-POD system partner and a major GPU offtake in both gaming and AI servers.
- [confirms] DigiTimes (EN, news, published 2025-02-24) https://www.digitimes.com/news/a20250224PD212/nvidia-asus-gigabyte-ai-server-supply.html: "ASUS provides GB200/GB300 NVL72."

### 바이두 (중국 AI 클라우드·검색) (mid)  → /baidu.md
- note: Baidu is a large Chinese customer procuring NVIDIA GPUs for ERNIE training and AI Cloud.
- [confirms] RCR Wireless (EN, news, published 2025-09-23) https://www.rcrwireless.com/20250923/ai-infrastructure/alibaba-chips: "Baidu continues to use NVIDIA GPUs for its most advanced AI models."

### IBM (watsonx·IBM Cloud GPU) (mid)  → /ibm.md
- note: IBM adopts NVIDIA GPUs and software (NIM, cuDF) for the AI infrastructure of watsonx and IBM Cloud — for NVIDIA, channel demand into regulated-industry and on-premises enterprise AI.
- [confirms] IBM (EN, news, published 2026-03-16) https://newsroom.ibm.com/2026-03-16-ibm-and-nvidia-announce-expanded-collaboration-at-gtc-2026-to-advance-ai-for-the-enterprise: "IBM-NVIDIA expanded collaboration (GTC 2026) — NVIDIA integrated into watsonx."

### 슐럼버거 (mid)  → /schlumberger.md
- note: NVIDIA provides NeMo, NIM, and GPU technology that Schlumberger uses to develop generative AI models across its Delfi and Lumi platforms, and the technology input and joint development are confirmed, but payments were not disclosed.
- [confirms] Mirae Asset Securities Research (KO, research, published 2024-10-21) https://securities.miraeasset.com/bbs/download/2131669.pdf?attachmentId=2131669: "Management announced new collaborations with NVIDIA, Amazon Web Services, and Aramco."
- [confirms] SEC EDGAR (EN, filing, published 2024-10-18) https://www.sec.gov/Archives/edgar/data/87347/000119312524239201/d837842dex99.htm: "SLB and NVIDIA announced that they will build on their long-standing collaboration to develop generative AI solutions for the energy industry."
- [confirms] SLB (EN, ir, published 2024-09-19) https://www.slb.com/newsroom/press-release/2024/slb-and-nvidia-collaborate-to-develop-generative-ai-solutions-for-the-energy-sector: "The collaboration accelerates industry-specific generative AI across SLB's Delfi and Lumi platforms by leveraging NVIDIA NeMo."

### 애질런트 테크놀로지스 (mid)  → /agilent-technologies.md
- note: NVIDIA provides the T4G GPUs and Clara Parabricks acceleration that Agilent integrated into Alissa Reporter's variant-calling pipelines, while the technology cost and commercial terms were not disclosed.
- [confirms] Agilent Technologies (EN, ir, published 2022-06-07) https://www.agilent.com/about/newsroom/presrel/2022/07jun-ca22019.html: "featuring NVIDIA T4G Tensor Core GPUs"

### Rigetti Computing (low)  → /rigetti.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs for Rigetti hybrid compute.
- [confirms] The Quantum Insider (EN, research, published 2026-03-05) https://thequantuminsider.com/2026/03/05/rigetti-posts-216-million-annual-loss-while-expanding-quantum-system-deployments/: "GPUs for Rigetti hybrid compute."

### CrowdStrike (low)  → /crowdstrike.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs for CrowdStrike AI security models.
- [confirms] FinancialContent (EN, research, published 2025-10-06) https://markets.financialcontent.com/wral/article/predictstreet-2025-10-6-crowdstrike-crwd-a-deep-dive-into-the-ai-native-cybersecurity-leader: "GPUs for CrowdStrike AI security models."

### Datadog (low)  → /datadog.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs for Datadog AI observability.
- [confirms] Yahoo Finance (EN, news, published 2026-01-01) https://finance.yahoo.com/markets/stocks/articles/datadog-ddog-ai-observability-push-194501076.html: "GPUs for Datadog AI observability."

### ServiceNow (low)  → /servicenow.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs for ServiceNow AI agents.
- [confirms] CX Today (EN, news, published 2026-01-30) https://www.cxtoday.com/service-management-connectivity/servicenow-ai-adoption-q4-growth/: "GPUs for ServiceNow AI agents."

### IonQ (low)  → /ionq.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: GPUs and CUDA-Q for IonQ hybrid workflows.
- [confirms] Quantum Zeitgeist (EN, research, published 2026-01-01) https://quantumzeitgeist.com/top-trapped-ion-quantum-computing-companies/: "GPUs and CUDA-Q for IonQ hybrid workflows."

### Mercury Systems (low)  → /mercury-systems.md
- metric: Amount $215.9B · NVIDIA FY2026 매출(+65%)
- note: Supplies processors for defense rugged computing.
- [confirms] MatrixBCG (EN, research, published 2026-01-01) https://matrixbcg.com/blogs/how-it-works/mrcy: "Supplies processors for defense rugged computing."

Reverse side: https://valuechain.wiki/nvidia/suppliers.md · Ripple: https://valuechain.wiki/nvidia/ripple.md

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Full node: https://valuechain.wiki/nvidia.md · JSON: https://valuechain.wiki/nvidia.json