Analysis: Asian suppliers account for ~90% of Nvidia's production costs, up from 65% in 2025, as latest wave of collaborations shifts from chips to physical AI (Abhishek Vishnoi/Bloomberg)
Asian suppliers now account for approximately 90% of Nvidia's production costs, up from 65% in 2025, reflecting a strategic shift in the company's supply chain. This increase is driven by a broader industry trend moving from chip-centric collaborations to integrated physical AI systems. The reliance on Asian manufacturing highlights ongoing globalization and specialization in advanced technology production.
- ▪Asian suppliers cover about 90% of Nvidia's production costs as of 2026.
- ▪This is an increase from 65% in 2025, indicating a growing dependency on Asian manufacturing.
- ▪The shift reflects a move from standalone chips to full physical AI systems in partnerships.
- ▪Nvidia's supply chain evolution underscores deeper integration with Asian technology producers.
- ▪The trend highlights the regional concentration of advanced semiconductor and AI hardware production.
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