英伟达 (NVDA)

Amphenol supplies interconnect components for Blackwell.

Coherent and NVIDIA signed a multiyear nonexclusive optics agreement including NVIDIA purchase commitments and future capacity access.

Purchase and capacity commitments; not completed delivery or exclusive supply.

Micron reported Q1 2026 volume shipments of HBM4 designed for Vera Rubin, plus mass-production SOCAMM2 and 9650 SSD support for NVIDIA platforms

Vendor disclosure; does not establish exclusive supply, NVIDIA purchase volumes or system deployment dates.

NVIDIA's FY2026 Form 10-K names Micron as a memory supplier.

The filing does not identify HBM generations, qualification of a specific product, volumes, supplier shares or exclusivity. Product production and future partnership announcements are separate evidence.

NVIDIA's FY2026 Form 10-K names TSMC as a semiconductor wafer foundry. Separately, the filing discloses NVIDIA's use of CoWoS technology for semiconductor packaging.

The filing does not allocate CoWoS work among suppliers or disclose wafer volumes, packaging capacity shares, exclusivity or contract terms.

Model/architecture optimization and Grace Blackwell/Vera Rubin compute commitment

Azure-mediated capacity; not evidence of direct chip procurement or completed investment.

Mistral and NVIDIA plan to co-develop frontier open AI models under the Nemotron Coalition.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Astera Labs describes its NVLink Fusion scale-up connectivity partnership with NVIDIA and joint Computex 2026 discussion.

Evidence identifies the stated technology or collaboration only; no exclusivity or purchase volume inferred.

Host processor designs support the NVIDIA MGX architecture.