SEC filings · customer concentration · NVDA

NVIDIA's major customers

1 listed supplier reports NVIDIA as a customer worth 10% or more of their revenue, led by Fabrinet at 16%.

0major customers now
—of revenue from them
1listed suppliers depending on it
2019–2026years covered
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Major customers of NVIDIA

Customers that NVIDIA named in its annual report as 10% or more of revenue. A missing year means the customer was below that line or not named.

Formerly disclosed

CustomerShare of revenueChange vs prior yearHistoryLatest filing
Dell TechnologiesDELL11%last FY 2020FY 2020: 11%1 yearFY 2020 · filed 26 Feb 2021

Suppliers that depend on NVIDIA

Listed companies whose annual report names NVIDIA as a customer worth 10% or more of their revenue. If NVIDIA cuts orders or switches supplier, these are the companies that feel it.

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
FabrinetFN16%▼ from 28%FY 2023: 13%FY 2024: 35%FY 2025: 28%FY 2026: 16%4 yearsFY 2026 · filed 18 Aug 2026

Formerly disclosed

SupplierIts revenue from this companyChange vs prior yearHistoryLatest filing
RambusRMBS10%last FY 2019FY 2019: 10%1 yearFY 2019 · filed 26 Feb 2020

About this data

US-listed companies must disclose revenue from any single customer that reaches 10% of their total (ASC 280). ShadowGraph reads these disclosures from the XBRL data of every 10-K and 20-F we scan, keeps one value per fiscal year (restatements replace earlier values) and links each number to its filing. Companies that describe a customer only as "Customer A" are not listed by name. Figures are as reported; nothing here is investment advice.

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