NVIDIA

NVDA · NASDAQ

Can AI compute demand sustain deliveries, profit and cash flow?

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RELATIONSHIP MAPNVIDIA

UPSTREAM INPUTS

FOCUS COMPANYNVIDIABusiness dependency focus

DOWNSTREAM DELIVERY

Upstream · inputsDownstream · deliveryDashed · historical

Customer · Downstream

Google Cloud

Cloud AI accelerators

Disclosure date · 2026-07-22

01The relationship

Google’s Q2 disclosure lists NVIDIA in its accelerator offering, including Vera Rubin; it does not disclose the revenue contribution of this relationship.

02What to verify next

Check cloud availability, product rollout and actual utilization.

03Sources & evidence

Google Alphabet earnings call Q2 2026: Sundar Pichai remarks · 2026-07-22

Read supporting excerpt

accelerators from Google and NVIDIA

RELATIONSHIP REGISTER

The business behind each connection

20 / 20

Compare what is supplied or delivered, the disclosed facts and open questions. Select a company name to highlight its connection above.

NVIDIA · Documented business dependencies
Counterparty / direction	Product or service	Evidence & scope	Source / disclosure date	What to verify next
Downstream · Customer	Cloud AI accelerators	Google’s Q2 disclosure lists NVIDIA in its accelerator offering, including Vera Rubin; it does not disclose the revenue contribution of this relationship.	Google ↗2026-07-22 Supporting excerpt accelerators from Google and NVIDIA	Check cloud availability, product rollout and actual utilization.
Downstream · Partner	cuLitho integration	The 2023 announcement describes TSMC’s cuLitho integration. This software and compute relationship does not establish wafer-foundry orders.	Historical disclosure NVIDIA ↗2023-03-21 Supporting excerpt The new NVIDIA cuLitho software library for computational lithography is being integrated by TSMC	Verify subsequent production deployments, process scope and commercial terms.
Upstream · Supplier	HBM3E memory for H200	Micron announced HBM3E volume production for NVIDIA H200 in February 2024; this does not establish current supply share across products.	Historical disclosure Micron ↗2024-02-26 Supporting excerpt Micron’s 24GB 8H HBM3E will be part of NVIDIA H200 Tensor Core GPUs	Verify next-generation qualification, yields and allocation.
Upstream · Partner	GB300 manufacturing & testing	An August 2026 update says the Fort Worth facility is producing GB300 and preparing for Vera Rubin.	NVIDIA ↗2026-08-05 Supporting excerpt The facility is already producing	Check factory ramp-up, qualification and delivery cadence.
Upstream · Partner	AI systems & tray manufacturing	An August 2026 update describes a Houston factory under construction, including GB300 tray modules; planned capacity is not delivered capacity.	NVIDIA ↗2026-08-05 Supporting excerpt Foxconn is building a state-of-the-art factory for manufacturing NVIDIA AI systems	Check factory ramp-up, qualification and delivery cadence.
Downstream · Customer	Cloud gaming service customers	On October 15, 2026, NVIDIA disclosed that GeForce NOW offered members DLSS 4.5 controls to adjust supported games’ image quality and performance.	blogs.nvidia.com ↗2026-10-15 Supporting excerpt controls are now available on GeForce NOW, giving members more choice over how supported games look and perform	Do the new controls affect membership conversion or retention?
Upstream · Supplier	Blackwell wafer manufacturer	The August 5, 2026 disclosure states that TSMC’s Phoenix factory is manufacturing NVIDIA Blackwell wafers in volume.	blogs.nvidia.com ↗2026-08-05 Supporting excerpt manufacturing NVIDIA Blackwell wafers in volume.	How will Blackwell wafer output at the Phoenix factory change?
Upstream · Supplier	AI system manufacturing partner	The August 5, 2026 disclosure states that Wistron will build NVIDIA AI systems at a new Fort Worth, Texas plant.	blogs.nvidia.com ↗2026-08-05 Supporting excerpt Wistron will build NVIDIA AI systems	What is the implementation progress of the stated AI system manufacturing plan?
Upstream · Supplier	Networking supplier	On August 5, 2026, NVIDIA identified Coherent as a key networking supplier across its AI stack.	blogs.nvidia.com ↗2026-08-05 Supporting excerpt a key networking supplier	Which specific networking components does Coherent supply?
Upstream · Supplier	Planned AI system manufacturing partner	The August 5, 2026 disclosure states that Foxconn is building a Houston factory to manufacture NVIDIA AI systems, including GB300 tray modules.	blogs.nvidia.com ↗2026-08-05 Supporting excerpt Foxconn is building a state-of-the-art factory	When will the Houston factory begin producing the stated systems and modules?
Downstream · Platform	NVIDIA computing and software platform user	The October 20, 2026 disclosure reports Qatium’s Neural Water Intelligence in early production, using NVIDIA accelerated computing, cuGraph, PhysicsNeMo and Nemotron open models.	blogs.nvidia.com ↗2026-10-20 Supporting excerpt Built on NVIDIA accelerated computing,	How will early production deployments expand their use of NVIDIA technology?
Downstream · Platform	NVIDIA NIM user	The October 20, 2026 disclosure reports that OneCareAI used NVIDIA NIM microservices to develop technology intended to identify hidden atrial fibrillation signs in ECGs.	blogs.nvidia.com ↗2026-10-20 Supporting excerpt OneCareAI , a research spin-off from BSC, used NVIDIA NIM microservices	Will the technology enter clinical deployment and continue using NIM?
Downstream · Platform	NVIDIA AI software and model user	The October 20, 2026 disclosure reports that Avatia’s voice-first multi-agent system for pharmaceutical companies uses NVIDIA NIM, Nemotron 3 and NeMo Curator.	blogs.nvidia.com ↗2026-10-20 Supporting excerpt The system taps into NVIDIA NIM microservices,	How will system deployments affect its use of NVIDIA software and models?
Downstream · Partner	FOX agent integrator	On 2026-10-21, Siemens was disclosed as integrating agents built using NVIDIA FOX into Intelligence Center X.	blogs.nvidia.com ↗2026-10-21 Supporting excerpt Siemens is integrating agents built using FOX into Intelligence Center X	When will this integration enter production deployment?
Downstream · Platform	Omniverse digital twin user	On 2026-10-21, Audi was disclosed as using a battery-production digital twin built with NVIDIA Omniverse libraries to test production concepts.	blogs.nvidia.com ↗2026-10-21 Supporting excerpt Audi uses a battery-production digital twin built with NVIDIA Omniverse libraries	Which production stages will this digital twin expand to?
Downstream · Infrastructure	Planned Vera Rubin infrastructure recipient	On 2026-10-21, Mistral's computing infrastructure expansion was disclosed as including NVIDIA Vera Rubin infrastructure planned for delivery in 2027.	blogs.nvidia.com ↗2026-10-21 Supporting excerpt The expansion includes NVIDIA Vera Rubin infrastructure planned for delivery in 2027.	Will the infrastructure planned for delivery in 2027 arrive on schedule?
Upstream · Platform	Membership purchase and billing platform	On October 22, 2026, NVIDIA disclosed that GeForce NOW membership purchases were rolling out to existing supported Fire TV Stick users through Amazon’s billing system.	blogs.nvidia.com ↗2026-10-22 Supporting excerpt Transactions are processed through Amazon’s billing system	Which devices and regions will receive the membership purchase feature next?
Downstream · Platform	DSX Sim user	On October 21, 2026, Nscale was disclosed as using NVIDIA DSX Sim to create digital twins for facilities in Portugal and Iceland to evaluate infrastructure configurations before deployment.	nvidianews.nvidia.com ↗2026-10-21 Supporting excerpt Nscale is using DSX Sim	How will these digital twin evaluations affect facility deployment?
Downstream · Partner	Partner planning to integrate NVIDIA security technology	On 2026-10-21, Cohere disclosed plans to integrate Confidential Bare Metal into Cohere Model Vault using NVIDIA Confidential Computing trusted execution environments.	blogs.nvidia.com ↗2026-10-21 Supporting excerpt Cohere plans to integrate Confidential Bare Metal into Cohere Model Vault	When will the planned integration be completed?
Upstream · Platform	Platform provider for internal supply-chain agents	As disclosed on 2026-10-21, NVIDIA’s supply chain organization is using Agent Knowledge Foundation through Palantir Foundry, Ontology and AIP to deploy specialized agents.	blogs.nvidia.com ↗2026-10-21 Supporting excerpt through Palantir Foundry, Ontology and AIP to deploy specialized agents	Which supply-chain processes do these agents cover?

Coverage & reading notesReviewed 2026-10-23

Selected relationships, not a complete supply chain. Omission does not imply absence, and a dated disclosure does not establish that a contract remains active. Arrows indicate input or delivery direction, not exclusivity, procurement share or investment advice.