NVIDIA — Supply Chain & Business Relationships

“OpenAI, as the tenant, will utilize capacity at the Portsmouth Site supporting approximately 4.25 gigawatts of IT load to deploy NVIDIA’s full-stack DSX AI factory platform, subject to limited exceptions.”

— NVDA 8-K, filed 2026-08-17 EDGAR · View source filing ↗

“Primary source of supply Primary source of supply Status Stable Stable Stable Stable Stable Stable Stable Stable Stable Stable INTEL NVIDIA AMD HP-SINGAPO SK Hynix WT MICROELECTRONICS CO., LTD WORLD PEACE INDUSTRIAL CO., LTD Supreme Electronics Co., Ltd. Promate Electronic Co., Ltd. Weikeng Industrial Co., Ltd.”

— Gigabyte Technology Annual report, filed 2026-06-09 TWSE (English translation of the Chinese original) · View source filing ↗

“Integrate Nvidia BlueField®‑4 DPUs to provide cloud network acceleration, enhanced security, and flexible GPU computing for large‑scale AI environments”

— Pegatron Annual report, filed 2026-05-28 TWSE (English translation of the Chinese original) · View source filing ↗

“Announced that BYD, Geely, Isuzu and Nissan are building level 4-ready vehicles on the NVIDIA DRIVE Hyperion platform”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced that BYD, Geely, Isuzu and Nissan are building level 4-ready vehicles on the NVIDIA DRIVE Hyperion platform”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced that BYD, Geely, Isuzu and Nissan are building level 4-ready vehicles on the NVIDIA DRIVE Hyperion platform”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced that BYD, Geely, Isuzu and Nissan are building level 4-ready vehicles on the NVIDIA DRIVE Hyperion platform”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced a multiyear, multigenerational strategic partnership with Meta spanning on-premises, cloud and AI infrastructure, including the large-scale deployment of NVIDIA CPUs, networking and millions of NVIDIA Blackwell and Rubin GPUs.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Unveiled the NVIDIA Rubin platform, comprising six new chips to deliver up to a 10x reduction in inference token cost, compared with the NVIDIA Blackwell platform; cloud providers Amazon Web Services (AWS), Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure will be among the first to deploy Vera Rubin-based instances.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“global industry leaders including Boston Dynamics, Caterpillar, Franka Robotics, Humanoid, LG Electronics and NEURA Robotics are using the NVIDIA robotics stack.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that leading inference providers, including Baseten, DeepInfra, Fireworks AI and Together AI, cut AI costs by up to 10x with open source models on NVIDIA Blackwell.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that leading inference providers, including Baseten, DeepInfra, Fireworks AI and Together AI, cut AI costs by up to 10x with open source models on NVIDIA Blackwell.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that leading inference providers, including Baseten, DeepInfra, Fireworks AI and Together AI, cut AI costs by up to 10x with open source models on NVIDIA Blackwell.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that leading inference providers, including Baseten, DeepInfra, Fireworks AI and Together AI, cut AI costs by up to 10x with open source models on NVIDIA Blackwell.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that, for the first time, Anthropic will run and scale on NVIDIA infrastructure, initially adopting 1 gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Announced that the NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPU is coming to the world’s most popular enterprise servers; Disney, Foxconn, Hitachi Ltd., Hyundai Motor Group, Lilly, SAP and TSMC are among the first to adopt the servers.”

— NVDA 8-K, filed 2025-08-27 EDGAR · View source filing ↗

“Announced that the NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPU is coming to the world’s most popular enterprise servers; Disney, Foxconn, Hitachi Ltd., Hyundai Motor Group, Lilly, SAP and TSMC are among the first to adopt the servers.”

— NVDA 8-K, filed 2025-08-27 EDGAR · View source filing ↗

“Announced that the NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPU is coming to the world’s most popular enterprise servers; Disney, Foxconn, Hitachi Ltd., Hyundai Motor Group, Lilly, SAP and TSMC are among the first to adopt the servers.”

— NVDA 8-K, filed 2025-08-27 EDGAR · View source filing ↗

“Launched Millennium M2000 AI Supercomputer featuring Nvidia Blackwell”

— CDNS 8-K, filed 2025-07-28 EDGAR · View source filing ↗

“During fiscal year 2026, Cisco Systems, Inc., NVIDIA Corporation, Nokia Corporation and Amazon.com, Inc. contributed 19.9%, 16.3%, 10.7% and 10.5%, respectively, of our revenues.”

— FN 10-K, filed 2026-08-18 EDGAR · View source filing ↗

“During fiscal 2026, we announced the expansion of our Sherman, Texas, manufacturing facility, entered into a strategic multi-year supply agreement with NVIDIA for advanced lasers and optical networking products supporting next-generation AI infrastructure, and received a $50 million preliminary memorandum of terms under the CHIPS and Science Act to support the Sherman expansion.”

— COHR 10-K, filed 2026-08-14 EDGAR · View source filing ↗

“In June 2026, we announced a technology partnership with NVIDIA Corporation (“NVIDIA”) to advance next-generation memory aligned with NVIDIA’s AI infrastructure roadmap, which also includes the supply of memory semiconductors.”

— SKHY F-1/A, filed 2026-07-06 EDGAR · View source filing ↗

“Intel Xeon 6 was selected as the host CPU for NVIDIA’s DGX Rubin NVL8 systems, reinforcing Intel’s continued role at the center of leading AI infrastructure deployments.”

— INTC 8-K, filed 2026-04-23 EDGAR · View source filing ↗

“主な相手先別の販売実績及び当該販売実績の総販売実績に対する割合は、次のとおりです。 … NVIDIA Corp. 75,077 20.3 122,470 29.4”

— Ibiden Co., Ltd. Annual securities report, filed 2026-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗

“当連結会計年度において、外部顧客への売上高のうち連結損益計算書の売上高の10%以上を占める顧客 グループはNVIDIAグループ及びTaiwan Semiconductor Manufacturing Co., Ltd.であり、関連するセグメ ントは、いずれも主にテストシステム事業であります。”

— Advantest Corporation Annual securities report, filed 2026-03-31 EDINET (Statutory Japanese annual securities report; quote in the original Japanese) · View source filing ↗

“The customer groups that accounted for 10% or more of the net sales were the NVIDIA Group and Taiwan Semiconductor Manufacturing Co., Ltd. for the fiscal year ended March 31, 2026.”

— Advantest Annual Securities Report and Business Report, 84th fiscal year (official English translation) · View source filing ↗

(Official English translation published by the company; the Japanese original prevails)

“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“We engage with independent subcontractors and contract manufacturers such as Hon Hai Precision Industry Co., Ltd., Wistron Corporation, and Fabrinet to perform assembly, testing and packaging of our final products.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”

— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗

“Our customers are primarily leading multinational chip manufacturers, foundries, assembly subcontractors and electronics and industrial companies and include Amkor, ASE, Foxconn, Infineon, InnoLight, Intel, LG Innotek, Micron, Nvidia, NXP, STMicroelectronics, Texas Instruments and TSMC.”

— BE Semiconductor Industries N.V. Annual report (ESEF), filed 2024-12-31 ESEF · View source filing ↗

“In May 2025, we announced the M2000 supercomputer. The M2000 is a specialized, AI-accelerated platform co-developed with NVIDIA to dramatically speed up complex simulations in fields like semiconductor design, aerospace and defense, and drug discovery.”

— CDNS 10-K, filed 2026-02-19 EDGAR · View source filing ↗

“Announced a collaboration with Intel to jointly develop multiple generations of custom data center and PC products with NVIDIA NVLink.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“On August 17, 2026, NVIDIA Corporation (“NVIDIA”) announced a multi-year partnership with SB Energy Corp. (collectively with its affiliates, “SB Energy”) to advance the development of the PORTS Technology Campus, a large-scale AI data center campus in Pike County, Ohio (the “Portsmouth Site”).”

— NVDA 8-K, filed 2026-08-17 EDGAR · View source filing ↗

“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Deepened collaboration with NVIDIA MGX Ecosystem, accelerating 800V DC rack architectures for next-gen AI DC’s”

— NVTS 8-K, filed 2026-07-27 EDGAR · View source filing ↗

“In June 2026, we announced a technology partnership with NVIDIA Corporation (“NVIDIA”) to advance next-generation memory aligned with NVIDIA’s AI infrastructure roadmap, which also includes the supply of memory semiconductors.”

— SKHY F-1/A, filed 2026-07-06 EDGAR · View source filing ↗

“GIGABYTE has formed strategic partnerships with major suppliers such as Intel, AMD, and NVIDIA”

— Gigabyte Technology Annual report, filed 2026-06-09 TWSE (English translation of the Chinese original) · View source filing ↗

“as an NVIDIA MGX partner, Chenbro cooperates with NVIDIA to develop next-generation MGX server chassis”

— Chenbro Micom Annual report, filed 2026-05-29 TWSE (English translation of the Chinese original) · View source filing ↗

“Expanded collaboration with Google Cloud to advance agentic and physical AI, including new NVIDIA Vera Rubin-powered A5X instances and a preview of Google Gemini models on Google Distributed Cloud running on NVIDIA Blackwell and Blackwell Ultra GPUs.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced collaboration with T-Mobile and Nokia to integrate physical AI applications on AI-RAN-ready infrastructure, as well as a commitment with global telecom leaders to build 6G wireless networks on AI-native, open and secure platforms.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“expanded partnership with Uber to launch a fleet of autonomous vehicles powered by full-stack NVIDIA DRIVE AV software.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced collaboration with T-Mobile and Nokia to integrate physical AI applications on AI-RAN-ready infrastructure, as well as a commitment with global telecom leaders to build 6G wireless networks on AI-native, open and secure platforms.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Expanded partnership with Hyundai Motor Company and Kia for next-generation autonomous driving built on the NVIDIA DRIVE Hyperion™ platform”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Expanded the AI ecosystem through a strategic partnership with Marvell via NVIDIA NVLink Fusion™, and collaboration on silicon photonics technology.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Announced multi-year strategic agreements with Coherent, Corning and Lumentum to accelerate innovation in advanced optics technologies.”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Expanded partnership with Hyundai Motor Company and Kia for next-generation autonomous driving built on the NVIDIA DRIVE Hyperion™ platform”

— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗

“Collaborating with NVIDIA and global data center customers to develop 800 VDC high-voltage power racks and liquid cooling solutions, LITEON effectively reduces energy consumption, improves thermal efficiency and frees up rack space”

— Lite-On Technology Annual report, filed 2026-05-20 TWSE (English translation of the Chinese original) · View source filing ↗

“Joined Synopsys and NVIDIA in a collaboration to advance AI and quantum chemistry R&D with accelerated materials modeling.”

— AMAT 8-K, filed 2026-05-14 EDGAR · View source filing ↗

“Lattice will engage with NVIDIA and other ecosystem members to build Halos-certified Holoscan Sensor Bridge-based designs for physical AI and to help shape best practices as the industry evolves.”

— LSCC 8-K, filed 2026-05-04 EDGAR · View source filing ↗

“On March 16, 2026, NXP announced innovative robotics solutions developed in collaboration with NVIDIA for reliable, secure, real-time data processing and transport and advanced networking, enabling sensor fusion.”

— NXPI 8-K, filed 2026-04-28 EDGAR · View source filing ↗

“Expanded a strategic partnership with Siemens to build the industrial AI operating system. … Partnered with global industrial software leaders Cadence, Siemens and Synopsys and India’s largest manufacturers to drive India’s AI boom using applications accelerated by NVIDIA CUDA-X™ and NVIDIA Omniverse™ libraries.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced a multiyear, multigenerational strategic partnership with Meta spanning on-premises, cloud and AI infrastructure, including the large-scale deployment of NVIDIA CPUs, networking and millions of NVIDIA Blackwell and Rubin GPUs.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced an investment and deep technology partnership with Anthropic, which is scaling its Claude model on Microsoft Azure, powered by NVIDIA systems.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Strengthened a collaboration with CoreWeave to accelerate the buildout of more than 5 gigawatts of AI factories by 2030.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced an expanded strategic partnership with Synopsys to revolutionize engineering and design across industries. … Partnered with global industrial software leaders Cadence, Siemens and Synopsys and India’s largest manufacturers to drive India’s AI boom using applications accelerated by NVIDIA CUDA-X™ and NVIDIA Omniverse™ libraries.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced a co-innovation AI lab with Lilly to reinvent drug discovery in the age of AI.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Partnered with Mercedes-Benz on the all-new Mercedes-Benz CLA, which introduces enhanced level 2 driver assistance powered by NVIDIA DRIVE AV software, AI infrastructure and accelerated compute.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that India’s global systems integrators Infosys, Persistent, Tech Mahindra and Wipro are building the next wave of enterprise agents with NVIDIA AI.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that India’s global systems integrators Infosys, Persistent, Tech Mahindra and Wipro are building the next wave of enterprise agents with NVIDIA AI.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Revealed that India’s global systems integrators Infosys, Persistent, Tech Mahindra and Wipro are building the next wave of enterprise agents with NVIDIA AI.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced that the NVIDIA DRIVE Hyperion™ ecosystem is expanding to include tier 1 suppliers, automotive integrators and sensor partners including Aeva, AUMOVIO, Astemo, Arbe, Bosch, Hesai, Magna, Omnivision, Quanta, Sony and ZF Group.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Expanded AWS partnership with new technology integrations across interconnect technology, cloud infrastructure, open models and physical AI.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Announced a strategic partnership with Dassault Systèmes to build an industrial AI platform powering virtual twins.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our partnership with NVIDIA supports the development of advanced power and thermal infrastructure aligned with next-generation AI and high-performance computing architectures”

— VRT 10-K, filed 2026-02-13 EDGAR · View source filing ↗

“Announced a strategic partnership with OpenAI to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Partnered with industry leaders, including Google Cloud, Microsoft, Oracle and xAI, to build America’s AI infrastructure with hundreds of thousands of NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Partnered with industry leaders, including Google Cloud, Microsoft, Oracle and xAI, to build America’s AI infrastructure with hundreds of thousands of NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Partnered with industry leaders, including Google Cloud, Microsoft, Oracle and xAI, to build America’s AI infrastructure with hundreds of thousands of NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Teamed with Palantir Technologies to build a first-of-its-kind integrated technology stack for operational AI.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Unveiled the all-American AI-RAN stack to accelerate the path to 6G with industry-leading partners Booz Allen, Cisco, MITRE, ODC and T-Mobile.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Unveiled the all-American AI-RAN stack to accelerate the path to 6G with industry-leading partners Booz Allen, Cisco, MITRE, ODC and T-Mobile.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Unveiled the all-American AI-RAN stack to accelerate the path to 6G with industry-leading partners Booz Allen, Cisco, MITRE, ODC and T-Mobile.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Unveiled the all-American AI-RAN stack to accelerate the path to 6G with industry-leading partners Booz Allen, Cisco, MITRE, ODC and T-Mobile.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Revealed that Arm is extending its Neoverse platform with NVIDIA NVLink Fusion™ to accelerate AI data center adoption.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Announced that NVIDIA is working with the South Korea government and industrial leaders, including Hyundai Motor Group, Samsung Electronics, SK Group and NAVER Cloud, to expand the nation’s AI infrastructure with over a quarter-million NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Announced that NVIDIA is working with the South Korea government and industrial leaders, including Hyundai Motor Group, Samsung Electronics, SK Group and NAVER Cloud, to expand the nation’s AI infrastructure with over a quarter-million NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Announced that NVIDIA is working with the South Korea government and industrial leaders, including Hyundai Motor Group, Samsung Electronics, SK Group and NAVER Cloud, to expand the nation’s AI infrastructure with over a quarter-million NVIDIA GPUs.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Revealed that NVIDIA and U.S. manufacturing and robotics leaders, including Agility Robotics, Amazon Robotics, Belden, Caterpillar, Foxconn, Figure, Lucid Motors, Skild AI, Toyota, TSMC and Wistron, are driving America’s reindustrialization with physical AI.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Revealed that NVIDIA and U.S. manufacturing and robotics leaders, including Agility Robotics, Amazon Robotics, Belden, Caterpillar, Foxconn, Figure, Lucid Motors, Skild AI, Toyota, TSMC and Wistron, are driving America’s reindustrialization with physical AI.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Revealed that NVIDIA and U.S. manufacturing and robotics leaders, including Agility Robotics, Amazon Robotics, Belden, Caterpillar, Foxconn, Figure, Lucid Motors, Skild AI, Toyota, TSMC and Wistron, are driving America’s reindustrialization with physical AI.”

— NVDA 8-K, filed 2025-11-19 EDGAR · View source filing ↗

“Last month we detailed the capabilities of our 1250- and 1700-volt PowiGaN TM technologies for next-gen AI data centers, including our collaboration with NVIDIA on 800 VDC power architecture.”

— POWI 8-K, filed 2025-11-05 EDGAR · View source filing ↗

“Announced a collaboration with Novo Nordisk and DCAI to advance drug discovery.”

— NVDA 8-K, filed 2025-08-27 EDGAR · View source filing ↗

“Teamed with Ansys and DCAI to advance quantum algorithms for fluid dynamics using the NVIDIA CUDA-Q™ platform on Denmark’s Gefion supercomputer.”

— NVDA 8-K, filed 2025-08-27 EDGAR · View source filing ↗

“Companies that compete directly with our businesses include, but are not limited to, … Nvidia Corporation”

— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers and licensors of hardware and software for discrete and integrated GPUs, custom chips and other accelerated computing solutions, including solutions offered for AI, such as Advanced Micro Devices, Inc., or AMD, Huawei Technologies Co. Ltd., or Huawei, and Intel Corporation, or Intel;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • large cloud services companies with internal teams designing hardware and software that incorporate accelerated or AI computing functionality as part of their internal solutions or platforms, such as Alibaba Group, Alphabet Inc., Amazon, Inc., or Amazon, Baidu, Inc., Huawei, and Microsoft Corporation, or Microsoft;”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”

— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗

“we completed the issuance and sale of approximately 2.9 million shares of our Series A Convertible Preferred Stock, par value $ 0.001 per share (the “Preferred Stock”) to NVIDIA Corporation (“NVIDIA”), in a private placement pursuant to a Securities Purchase Agreement. The shares of Preferred Stock were sold at a price of $ 695.31 per share for an aggregate purchase price of $ 2.0 billion in cash.”

— LITE 10-K, filed 2026-08-17 EDGAR · View source filing ↗

“Separately, on March 2, 2026, NVIDIA made a $2 billion investment in the Company, through the purchase of shares of the Company’s Common Stock in a private placement.”

— COHR 10-K, filed 2026-08-14 EDGAR · View source filing ↗

“we entered into an agreement with NVIDIA to issue and sell to NVIDIA 215 million shares of our common stock at $23.28 per share for an aggregate cash purchase price of $5.0 billion.”

— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗

“In December 2025, we entered into a securities purchase agreement for a private placement with NVIDIA Corporation, pursuant to which we sold an aggregate of approximately 4.8 million shares of our common stock at a price of $ 414.79 per share for net proceeds of $ 2.0 billion.”

— SNPS 10-K, filed 2025-12-22 EDGAR · View source filing ↗

“Announced an investment and deep technology partnership with Anthropic, which is scaling its Claude model on Microsoft Azure, powered by NVIDIA systems.”

— NVDA 8-K, filed 2026-02-25 EDGAR · View source filing ↗