Flowvium

公司比较

并排比较供应链位置、机构信号和新闻间隙评分。

VS

市值区间

巨型vs巨型

链条角色

customervsleader

间隙评分

N/AvsN/A

IB活动

N/AvsN/A

营收结构比较

META
NVDA
MET

Meta Platforms

META · ai-cloud

customer巨型 ($1T+)
完整资料

简介

Meta Platforms is the world's largest social media company and one of the biggest buyers of AI infrastructure. Its open-source Llama models and massive GPU clusters make it a key player in the AI ecosystem, while its advertising business generates the cash to fund $40B+ annual capex.

成立时间

2004

员工人数

72,000+

总部

Menlo Park, California, USA

营收

$185.4B

Family of Apps (Advertising)92%
Reality Labs8%

新闻缺口信号

此股票代码没有新闻缺口数据。

机构信号

此代码没有13F信号记录。

关键关系

NVDA· NVIDIA Corporation
supplier
MSFT· Microsoft Corporation
partner
GOOGL· Alphabet Inc. (Google)
competitor
TSM· Taiwan Semiconductor Manufacturing Company
supplier
NVD

NVIDIA Corporation

NVDA · semiconductors

leader巨型 ($1T+)
完整资料

简介

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.

成立时间

1993

员工人数

32,000+

总部

Santa Clara, California, USA

营收

$130.5B

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

新闻缺口信号

此股票代码没有新闻缺口数据。

机构信号

此代码没有13F信号记录。

关键关系

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