NVIDIA → Tesla
Yes, wafergraph tracks NVIDIA as a supplier of Tesla, as of 2026-09-16. Tesla sources from 18 tracked suppliers in this dataset; NVIDIA is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-09-16 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
NVIDIA (leader in Design (Fabless)) is a tracked supplier of Tesla (niche in Design (Fabless)). Dominant AI accelerator and GPU designer; also networking via Mellanox line. Designs FSD and AI training chips for its vehicles and data centers. The edge is one of 18 tracked suppliers of Tesla and one of 45 tracked customers of NVIDIA.
Source: derived from both company records and the counted edges.
Concentration / risk note
NVIDIA is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
NVIDIA (supplier)
Dominant AI accelerator and GPU designer; also networking via Mellanox line.
Tesla (customer)
Designs FSD and AI training chips for its vehicles and data centers.
Other tracked suppliers of Tesla
Other tracked customers of NVIDIA
Cite as: wafergraph, “NVIDIA → Tesla — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/nvidia/tesla/ (data as of 2026-09-16).
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