Blaize vs NVIDIA
This compares Blaize and NVIDIA as companies — market cap, revenue, suppliers and customers — not as gaming GPUs. Both are primarily GPU & AI Accelerators companies. NVIDIA has a tracked market cap of $5.57T; Blaize is currently unpriced in the dataset. NVIDIA reports higher tracked revenue ($215.9B vs $39M).
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Side-by-side
| Blaize | NVIDIA | |
|---|---|---|
| Market cap | Unpriced | $5.57T |
| Revenue | $39M (FY2025) | $215.9B (FY2026) |
| Primary segment | GPU & AI Accelerators | GPU & AI Accelerators |
| Market position | niche | leader |
| Country | United States | United States |
| Tracked suppliers | 2 | 104 |
| Tracked customers | 0 | 45 |
| Chokepoint / criticality | 0/100 | 81/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Blaize and NVIDIA compare
- Revenue: NVIDIA reports higher tracked revenue.
- Supply-chain criticality: NVIDIA has the higher chokepoint score (81/100 vs 0/100).
- Footprint: Blaize (United States) vs NVIDIA (United States).
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Cite as: wafergraph, “Blaize vs NVIDIA”, https://wafergraph.com/compare/blaize-vs-nvidia (data as of 2026-10-09).
Frequently asked questions3
- Is Blaize bigger than NVIDIA?
- By tracked revenue, NVIDIA is larger ($215.9B vs $39M).
- What's the difference between Blaize and NVIDIA?
- Blaize is a niche in GPU & AI Accelerators based in United States; NVIDIA is a leader in GPU & AI Accelerators based in United States. Both operate in the Design (Fabless) segment.
- Who are Blaize's and NVIDIA's suppliers?
- wafergraph tracks 2 suppliers for Blaize and 104 for NVIDIA; NVIDIA's include Ibiden, Unimicron, Advantest.