Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg. That figure captures Nvidia's established data center supply chain: TSMC fabrication, SK hynix and Samsung HBM, and server assembly from Foxconn and Quanta. But the company's physical AI hardware is now adding entire new product categories that route through those same suppliers.
Nvidia's Jetson Thor robotics platform, released last August, is built on the Blackwell GPU architecture and fabricated on TSMC's 3nm process. The top-end T5000 module delivers 2,070 FP4 TFLOPS with 128 GB of LPDDR5X memory, while a lower-cost T4000 variant introduced at CES 2026 offers 1,200 FP4 TFLOPS with 64 GB at $1,999 per unit in volume. Both use Arm Neoverse-V3AE CPU cores and LPDDR5X sourced from Samsung or SK hynix.
