Flowvium

Pembanding Perusahaan

Analisis berdampingan posisi rantai pasokan, sinyal institusional, dan skor kesenjangan berita.

VS

Tingkat Kapitalisasi Pasar

TitanvsMega

Peran Rantai

leadervsleader

Skor Kesenjangan

5vsN/A

Aktivitas IB

95vsN/A

Perbandingan bauran pendapatan

NVDA
AMD
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Profil lengkap

Tentang

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.

Didirikan

1993

Karyawan

32,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$130.5B

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

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)5
Skor aktivitas IB95
Skor liputan media98

Aktivitas IB: HIGH

Sinyal institusional

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Hubungan kunci

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

Advanced Micro Devices

AMD · semiconductors

leaderMega ($100B+)
Profil lengkap

Tentang

AMD designs high-performance CPUs and GPUs for data centers, PCs, and gaming. Its EPYC server CPUs have taken 35%+ x86 server market share from Intel, while its Instinct MI300 AI accelerators are a credible alternative to NVIDIA in AI inference workloads.

Didirikan

1969

Karyawan

26,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$22.7B

Data Center52%
Client (PC)28%
Gaming12%
Embedded (Xilinx)8%

Sinyal kesenjangan berita

Tidak ada data kesenjangan berita untuk ticker ini.

Sinyal institusional

accumulating$530M

BlackRock

2024-08-13

accumulating$229M

BlackRock

2024-08-13

accumulating$275M

BlackRock

2024-08-13

Pola kaskade

Tidak terdapat dalam pola kaskade yang dilacak.

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
supplier
000660.KS· SK Hynix
supplier
NVDA· NVIDIA Corporation
competitor
MSFT· Microsoft Corporation
customer