Supply chain
Every company that touches a GPU before it reaches a rack — who supplies whom, and where the chokepoints are.
Latest on the chain
How a chip becomes a product
Fifteen industries touch a GPU in order, from design software to the rack it ends up in. Explained end to end, no finance jargon.
Latest on manufacturing
GPU catalog
| NVIDIA GB200 Grace Blackwell Superchip | 384 GB | — | 2700 W |
| AMD Instinct MI355X | 288 GB | 8,000 GB/s | 1400 W |
| AMD Instinct MI325X | 256 GB | 6,000 GB/s | 1000 W |
Datacenter and workstation accelerators from NVIDIA, AMD, Huawei and Samsung — specs side by side, sourced from vendor documentation.
Competitors
| Advanced Micro Devices | HIGH | gpu-datacenter |
| Intel Corporation | MEDIUM | gpu-datacenter |
| Google TPU | MEDIUM | custom-silicon |
Who competes with NVIDIA and how seriously — direct GPU rivals and the hyperscalers building their own silicon.
Latest on rivals
Ownership
Who actually owns NVIDIA — free float, institutions and insiders, with the filing behind each number.
Latest on holders & flows
Market moves
What NVIDIA buys, funds and partners with — acquisitions, stakes and ecosystem investments, and what each one changes in the chain.
Latest moves
Regulation & export controls
Which rules constrain which links in the chain — US export controls, Chinese countermeasures, tariffs and the loopholes in between.
Latest on rules
Weekly Dispatch
Vera Rubin NVL72 reaches general availability on Oracle Cloud; NVIDIA's own pages now lead with Rubin
Oracle said on 27 October that Vera Rubin NVL72 systems and Vera CPUs are generally available on OCI, with clusters to scale to several gigawatts and HGX Rubin NVL8 to follow without a date. NVIDIA's B200 product page now leads with Rubin specifications (288 GB HBM4, 22 TB/s per GPU) while still footnoting HGX B300 and B200 as shipping.