mapping the chain…
Ticker
NVDANVIDIA CORP
Nasdaq
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Delayed market data for orientation only — verify before relying on it.
Event exposure history (18 maps)
- semis7224 Jun 2026
Amazon to Sell Trainium AI Chips Externally, Challenging Nvidia
hurtDirectin Direct Combatants: AI Chip Vendors7d +0.1%30d +4.4%“Amazon as merchant chip seller directly competes for data center GPU wallet share.”
- ai7418 Jun 2026
Supermicro Secures $7B to Unlock $39B AI Server Backlog
benefitsDirectin GPU & Silicon Accelerators7d -6.8%30d -3.1%“SMCI executing $39B backlog pulls forward H100/H200/B200 GPU demand at scale.”
- ai8817 Jun 2026
Apollo & Blackstone Close $35B Private Credit Deal for Anthropic Compute
benefitsDirectin GPU & AI Accelerators7d -4.9%30d -2.0%“Anthropic's compute buildout means massive H100/H200/B200 cluster procurement directly to Nvidia.”
- semis8217 Jun 2026
Nvidia Invests $2B in Marvell, Expands AI Datacenter & Optical Interconnect Partnership
benefitsDirectin Direct Beneficiaries: Custom Silicon & Optical Networking7d -4.9%30d -2.0%“Nvidia gains optical interconnect capability to extend GPU cluster dominance into networking.”
- ai7216 Jun 2026
Cerebras Lands Multi-Billion OpenAI Deal & Amazon Partnership
mixedStrongin AI Accelerator & Direct Compute7d -5.5%30d -2.4%“OpenAI diversifying to Cerebras is a direct competitive threat to NVIDIA's near-monopoly on AI training/inference.”
- cloud6216 Jun 2026
Amazon Announces Multibillion-Dollar Data Center Campus in Missouri
benefitsDirectin GPU & AI Accelerators7d -5.5%30d -2.4%“Amazon's campus demands thousands of NVIDIA GPUs to power AWS AI and inference workloads.”
- ai8814 Jun 2026
AMD & Meta Deploy 6 Gigawatts of AMD GPUs in Expanded Partnership
hurtModeratein GPU & AI Accelerators7d +2.7%30d +3.3%“Meta diversifying to AMD directly threatens NVIDIA's near-monopoly on hyperscaler GPU spend.”
- ai8214 Jun 2026
Amazon's $17.5B AI Debt Raise Signals $200B Capex Supercycle
benefitsDirectin GPU & AI Accelerator Suppliers7d +2.7%30d +3.3%“Amazon's debt-funded capex directly purchases Blackwell GPUs; NVDA is the single largest capex destination.”
- semis7212 Jun 2026
Microsoft Unveils Majorana 2 Quantum Chip, Targets Commercial Viability by 2029
benefitsModeratein Cloud Infrastructure & Software Enablement7d +3.2%30d -0.1%“NVIDIA's CUDA-Q platform bridges classical GPU simulation and quantum hardware workflows.”
- semis7812 Jun 2026
AMD AI CPU Super Cycle: Server TAM $120B by 2030, Q2 Server Rev +70% YoY
mixedStrongin AMD & Direct Silicon Competitors7d +2.9%30d +3.0%“AMD MI450 ramp is a credible GPU alternative, but NVIDIA's software moat keeps it dominant near-term.”
- ai7212 Jun 2026
IREN Signs $1.6B Dell Blackwell AI Systems Deal to Power $3.4B Cloud Contract
benefitsDirectin Silicon & Accelerators7d +2.9%30d +3.0%“Blackwell GPUs are the product being procured; NVIDIA captures the largest margin slice.”
- ai7811 Jun 2026
Neura Robotics Raises $1.4B Led by Nvidia & Amazon
benefitsDirectin Direct Enablers & Investors7d +2.9%30d +3.0%“Lead investor; Jetson and Thor SoCs are the brains of humanoid robots.”
- cloud8211 Jun 2026
Oracle Plans $70B AI Spending After Cloud Revenue Jumps 93%
benefitsDirectin GPU & AI Accelerators7d +2.9%30d +3.0%“Oracle's $70B capex is a direct GPU procurement windfall for NVIDIA's data center segment.”
- ai7211 Jun 2026
Amazon borrows $17.5B from banks to fund AI infrastructure buildout
benefitsDirectin AI Compute & Accelerators7d +2.9%30d +3.0%“Amazon is NVIDIA's largest cloud customer; $17.5B loan frees capex for GPU orders.”
- ai9510 Jun 2026
OpenAI files for IPO at a reported $852B valuation
benefitsStrongin Stakeholders & Strategics7d +4.8%30d +5.3%“IPO proceeds are pre-committed demand for GPUs; a funded customer is a buying customer.”
- policy8810 Jun 2026
China launches $295B five-year AI infrastructure plan
benefitsModeratein Sovereign-AI Contagion7d +4.8%30d +5.3%“Allied sovereign-AI programs (Korea, Japan, Gulf, EU) buy NVIDIA to keep pace.”
- policy8810 Jun 2026
China launches $295B five-year AI infrastructure plan
hurtStrongin US & Allied Chip Complex7d +4.8%30d +5.3%“Formalizes the loss of China AI demand that export rules already strangled.”
- semis8410 Jun 2026
NVIDIA unveils Vera CPU and RTX Spark, invading the PC processor market
benefitsDirectin The Combatants7d +4.8%30d +5.3%“Extends the CUDA moat from datacenter into every Windows AI PC sold.”
Educational analysis only — not financial advice.