Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

SmallvsTitan

Chain Role

suppliervsleader

Gap Score

N/Avs5

IB Activity

N/Avs95

Revenue Mix Comparison

CFLT
NVDA
CFL

Confluent, Inc.

CFLT · ai-cloud

supplierSmall (<$1B)
Full profile

About

Confluent is the original creator of Apache Kafka and the leader in data streaming platforms. Its technology enables enterprises to set data in motion, powering real-time applications from fraud detection to supply chain optimization, serving as the central nervous system for event-driven architectures.

Founded

2014

Employees

3,100+

Headquarters

Mountain View, California, USA

Revenue

$0.9B

Confluent Cloud55%
Confluent Platform35%
Services10%

News Gap Signal

No news gap data tracked for this ticker.

Institutional Signals

No 13F signals on record for this ticker.

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

AMZN· Amazon.com (AWS)
partner
MSFT· Microsoft Corporation
partner
MDB· MongoDB, Inc.
partner
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Full profile

About

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Founded

1993

Employees

32,000+

Headquarters

Santa Clara, California, USA

Revenue

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

News Gap Signal

Gap Score (silence = signal)5
IB Activity Score95
Media Coverage Score98

IB Activity: HIGH

Institutional Signals

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer