From StructContinue beyond “Navitas Has One GaN Wafer Supplier. It Has an End Date.Back to the brief ↗Feed / NVDA

NVIDIA Corporation

NVDA

Technology · 219.73 -2.4% today

You’ve read what changed. Here’s whether the market is confirming it.

Isolated · not yet confirmedMarket checked 18 Aug, 15:55 GMT-4

Jodie situation report

NVIDIA Corporation's current read is isolated; its market group is not confirming.

The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 29 directly disclosed connections are confirming.

What changed
  • Revenue increased 85.2% versus the comparable filing period.
Company-2.4% todayVolume comparison unavailable
Market group0 of 1 activeData Center AI Infrastructure · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • R&D expense drivers were disclosed with large percentage increases in compute/infrastructure and engineering materials tied to new product introductions.

Invalidation: The isolated read changes if NVDA's group or a disclosed connection begins moving with it.

Watch this read

Who this business touches

The relationships behind NVDA

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

MUMicron Technology, Inc.supplierFeb 25, 2026

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

TSMTaiwan Semiconductor Manufacturing Company LimitedsupplierFeb 25, 2026

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

Depended on by

SHAZSharonAI Holdings, Inc.supplierMay 15, 2026

We provide enterprise, government and research organizations with sovereign, low-latency access to advanced accelerated computing hardware, including NVIDIA Corporation’s (“ NVIDIA ”) B200, B300 and GB300 GPUs.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 26 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

NVDA is currently a Leader in the organic co-movement group Data Center AI Infrastructure. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for NVDA; it is not active in the latest market snapshot.