Flowvium

Company Comparator

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

VS

Market Cap Tier

TitanvsMega

Chain Role

leadervsleader

Gap Score

5vsN/A

IB Activity

95vsN/A

Revenue Mix Comparison

NVDA
AMD
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
AMD

Advanced Micro Devices

AMD · semiconductors

leaderMega ($100B+)
Full profile

About

AMD designs high-performance CPUs and GPUs for data centers, PCs, and gaming. Its EPYC server CPUs have taken 35%+ x86 server market share from Intel, while its Instinct MI300 AI accelerators are a credible alternative to NVIDIA in AI inference workloads.

Founded

1969

Employees

26,000+

Headquarters

Santa Clara, California, USA

Revenue

$22.7B

Data Center52%
Client (PC)28%
Gaming12%
Embedded (Xilinx)8%

News Gap Signal

No news gap data tracked for this ticker.

Institutional Signals

accumulating$530M

BlackRock

2024-08-13

accumulating$229M

BlackRock

2024-08-13

accumulating$275M

BlackRock

2024-08-13

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

TSM· Taiwan Semiconductor Manufacturing Company
supplier
000660.KS· SK Hynix
supplier
NVDA· NVIDIA Corporation
competitor
MSFT· Microsoft Corporation
customer