Flowvium

Comparateur d'entreprises

Analyse côte à côte de la chaîne d'approvisionnement, signaux institutionnels et scores d'écart de nouvelles.

VS

Niveau de capitalisation

TitanvsTitan

Rôle dans la chaîne

customervsleader

Score d'écart

15vs5

Activité IB

90vs95

Comparaison du mix de revenus

META
NVDA
MET

Meta Platforms

META · ai-cloud

customerTitan ($1T+)
Profil complet

À propos

Meta Platforms is the world's largest social media company and one of the biggest buyers of AI infrastructure. Its open-source Llama models and massive GPU clusters make it a key player in the AI ecosystem, while its advertising business generates the cash to fund $40B+ annual capex.

Fondation

2004

Employés

72,000+

Siège social

Menlo Park, California, USA

Revenus

$185.4B

Family of Apps (Advertising)92%
Reality Labs8%

Signal d'écart de nouvelles

Score d'écart (silence = signal)15
Score d'activité IB90
Score de couverture médiatique85

Activité IB: HIGH

Signaux institutionnels

accumulating$2.2B

BlackRock

2024-08-13

accumulating$923M

BlackRock

2024-08-13

accumulating$1.1B

BlackRock

2024-08-13

Relations clés

NVDA· NVIDIA Corporation
supplier
MSFT· Microsoft Corporation
partner
GOOGL· Alphabet Inc. (Google)
competitor
TSM· Taiwan Semiconductor Manufacturing Company
supplier
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Profil complet

À propos

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Fondation

1993

Employés

32,000+

Siège social

Santa Clara, California, USA

Revenus

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

Signal d'écart de nouvelles

Score d'écart (silence = signal)5
Score d'activité IB95
Score de couverture médiatique98

Activité IB: HIGH

Signaux institutionnels

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Relations clés

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer