NVIDIA $NVDA sits at the top of the AI food chain. When they sneeze, the entire supply chain eats for 6 months. Here's who's catching the crumbs:
$TSM - Taiwan Semiconductor
Core fab for NVDA GPUs. Blackwell/Rubin chips = pure TSM exposure. Capacity expansion = direct revenue.
$SMCI - Super Micro Computer
Assembles NVDA AI servers. Datacenter buildout = their golden age.
$MU - Micron
HBM memory supplier. AI training burns memory. Simple math.
$AVGO - Broadcom
Custom AI chips + NVLink ecosystem partner. AI semi revenue ripping.
$MRVL - Marvell
$2B NVDA investment. Silicon photonics + NVLink Fusion XPU. Heterogeneous compute play.
$IREN - Iris Energy
Massive NVDA investment + GPU cloud deal. Pivoting to AI datacenter ops.
$CRWV - CoreWeave
NVDA-backed AI cloud infra. GPU cluster specialist. The new cloud.
$NBIS - Nebius Group
NVDA-funded AI cloud. Global compute expansion.
$LITE - Lumentum
Optical components. Solving datacenter bandwidth bottlenecks.
$COHR - Coherent
Photonics + laser tech core supplier. NVDA-backed.
$GLW - Corning
Fiber optics. New factory = AI datacenter fiber demand.
$ANET - Arista Networks
Ethernet switches connecting GPU clusters. Mission critical.
$VRT - Vertiv
Power + cooling for high-density AI racks. Deep NVDA collab.
$ARM - Arm Holdings
CPU/IP architecture. NVDA-invested. AI chip design foundation.
$ASML - ASML
EUV lithography monopoly. Enables advanced node chips. Indirect NVDA driver.
$CRDO - Credo Technology
High-speed interconnects. AI server internal comms.
$APLD - Applied Digital
NVDA-backed datacenter operator. AI/HPC infra focus.
$CLS - Celestica
AI server manufacturing. Supply chain standout.
$STX - Seagate
Datacenter storage. AI data volume = growth driver.
$CIEN - Ciena
Optical networking. Long-distance high-speed datacenter transmission.
NVDA's ecosystem is a money printer. Pick your leverage.