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theta.md

Supply Chain Explorer

Tentacle dependency map

Center
NVDA
$0$10B
Legend
Relationship revenue
Supplier margin
TDeep Research
Ring 1Ring 2Ring 3Ring 4Ring 5AI/HPC data center.. | GM 36%AI accelerators (H.. | GM 71%Advanced logic man.. | GM 60%HBM3 high-bandwidt..HBM3e high-bandwid..AI server systems .. | GM 71%AI accelerators fo.. | GM 71%AI networking sili.. | GM 71%GPU platforms (H10.. | GM 71%Workstation GPUs a.. | GM 71%GPU infrastructure.. | GM 59%AI accelerators fo.. | GM 71%Arm architecture l.. | GM 97%GM 89%GM 71%GM 49%GM 52%GM 14%GM 71%GM 64%GM 37%GM 77%GM 29%GM 86%GM 71%GM 65%GM 51%GM 36%GM 11%GM 71%GM 71%GM 71%GM 37%GM 32%GM 24%GM 62%GM 62%GM 71%GM 55%GM 52%GM 45%GM 71%GM 49%GM 71%GM 71%GM 71%GM 71%GM 45%GM 71%GM 39%GM 71%GM 71%GM 46%GM 55%GM 49%GM 82%GM 39%GM 71%GM 60%GM 57%GM 46%NVDAARM▲ supplierTSM▲ supplierAMKR▲ supplierAPH▲ supplierGLW▲ supplierMU▲ supplierSamsung◈ bothSKHynix◈ both?TXN▲ supplierMSFT◈ bothCSCO◈ bothORCL▼ customerAMZN▼ customerGOOG▼ customerGOOGL▼ customerMETA▼ customerPLTR▼ customer?UPSTREAMDOWNSTREAMPEERS
Gross Margin
0%50%100%
LowMidHigh
Edge Quality
Core
Soft
Contextual
234 nodes.1036 connections.centered on NVDA