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.