NVIDIA $NVDA as the top figure at the pinnacle of the elite pyramid, a little slip of the finger is enough to feed the AI supply chain below for half a year!

1. $TSM - TSMC
NVIDIA GPU core wafer foundry, responsible for producing advanced process chips like Blackwell/Rubin, a key upstream partner in the AI supply chain, benefiting from NVIDIA’s capacity expansion.
2. $SMCI - Supermicro
NVIDIA’s main assembly partner for AI servers, providing high-performance GPU server solutions, directly benefiting from the explosive demand for data center deployments.
3. $MU - Micron Technology
An important supplier of HBM high-bandwidth memory, with AI training and inference driving a surge in memory demand, boosting its revenue growth.
4. $AVGO - Broadcom
Leader in custom AI chips and networking chips, collaborating with NVIDIA on ecosystems like NVLink, with AI semiconductor revenue growing rapidly.
5. $MRVL - Marvell Technology
NVIDIA invested $2 billion, focusing on silicon photonics and NVLink Fusion custom XPU, a key partner in heterogeneous computing.
6. $IREN - Iris Energy
NVIDIA’s massive investment and signing of GPU cloud service contracts, transforming into an AI data center operator with significant infrastructure expansion potential.
7. $CRWV - CoreWeave
A major NVIDIA-backed AI cloud infrastructure provider, focusing on GPU cluster deployment, representing the “NVIDIA ecosystem new cloud.”
8. $NBIS - Nebius Group
An AI cloud company invested in by NVIDIA, aiding global computing power expansion and inference services.
9. $LITE - Lumentum
A leading optical component company invested in by NVIDIA, providing high-speed optical modules to solve bandwidth bottlenecks in AI data centers.
10. $COHR - Coherent
A core supplier of photonics and laser technology, invested in by NVIDIA alongside Lumentum.
11. $GLW - Corning
NVIDIA’s investment supports fiber optic infrastructure, with new factory expansions to meet AI data center fiber optic demand.
12. $ANET - Arista Networks
Leader in high-performance Ethernet switches, a key network equipment supplier connecting AI GPU clusters.
13. $VRT - Vertiv
Provider of data center power and cooling solutions, working closely with NVIDIA to address high-density AI rack cooling.
14. $ARM - Arm Holdings
The CPU/IP architecture core company invested in by NVIDIA, widely used in AI chip design.
15. $ASML - ASML
Monopoly supplier of extreme ultraviolet lithography machines, supporting advanced process chip manufacturing, indirectly driving NVIDIA GPU innovation.
16. $CRDO - Credo Technology
Provider of high-speed connectivity and signal integrity solutions, benefiting from internal interconnect needs of AI servers.
17. $APLD - Applied Digital
NVIDIA’s invested data center operator, focusing on AI/HPC infrastructure development.
18. $CLS - Celestica
Provider of AI server and hardware manufacturing services, performing prominently in the supply chain.
19. $STX - Seagate
Data center storage solution provider, driven by the massive data storage needs of AI.
20. $CIEN - Ciena
Optical network equipment provider, supporting long-distance high-speed transmission for AI data centers.