All flows found in NVIDIA's filings, company announcements, press reports and estimates, with the first source for each. US dollars, as of Nov 11, 2026.
Parties
Deal
Amount
Date
Basis
Source
How to read the map
NVIDIA's filings name no customers, only unnamed shares of revenue (16%, 15% and 13% for three direct customers in the first half of fiscal 2027). Named buyer amounts are estimates of 2026 NVIDIA spend built from capex, analyst unit counts and NVIDIA's reported hyperscale revenue.
Each view uses its own dollar scale, shown in the key. Within a view, circle area compares dollars directly. Time frames differ by view: buyer spend is per year, investments and guarantees are cumulative, contracts are multi-year totals.
Views overlap and should not be added together. Lab contracts with clouds feed the clouds' own NVIDIA purchases, and named backstops likely sit inside the 10-Q's unnamed totals.
Faded circles with a dashed edge are estimates or press reports. Small open circles are deals with undisclosed amounts. Ranges use the midpoint; the company drawer shows the range.
Reconciliation: the $100B OpenAI letter of intent was never signed and is excluded. A second $10B Anthropic IPO stake is only in talks and isn't counted. Groq uses the ~$17B in the 10-K, not the ~$20B headline.
NVIDIA's Q3 fiscal 2027 results, due later in November 2026, are not included.