NVIDIA designs the AI accelerators that power the global AI buildout, holding roughly 80% of the AI chip market with its H100, H200, and Blackwell B200 GPUs. Its CUDA software ecosystem creates powerful switching costs that reinforce its hardware dominance, while its supply chain — TSMC CoWoS capacity, SK Hynix HBM, Ibiden substrates — is itself a map of the most constrained nodes in AI infrastructure. US export controls have blocked NVIDIA from selling its most advanced chips to China, creating a cat-and-mouse cycle of downgraded variants and subsequent bans.
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NVIDIA
Dominant AI GPU designer (H100, H200, B200)
🔴 Allocation queue 6–9 months
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NVIDIA
Dominant AI GPU designer (H100, H200, B200)
🔴 Allocation queue 6–9 months
→ View full company page↓ NVIDIA supplies to ↓
DOWNSTREAM — CUSTOMERS