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CoreWeave SUPPLY CHAIN TRACE

CLOUD PROVIDERS🇺🇸 United States · CRWV · NASDAQ

CoreWeave is a GPU-native cloud provider and one of the world's largest operators of NVIDIA H100, H200, and Blackwell B200 clusters, with NVIDIA itself as a strategic investor. IPO'd on Nasdaq in March 2025, CoreWeave sells dedicated GPU capacity to AI labs, enterprises, and frontier model companies — making it a critical infrastructure layer between NVIDIA's chip supply and AI model training demand.

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UPSTREAM — SUPPLIERS

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies H200/B200 GPUs to GPU cloud provider

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies GPU servers to

Quanta Computer

World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft

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SERVER ODMssupplies AI servers to

Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸
POWER & COOLINGsupplies power & cooling to

Arista Networks

#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs

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NETWORKINGsupplies AI cluster Ethernet switches to

↓ all supply to CoreWeave ↓

CoreWeave

GPU-native cloud provider; operates one of the world's largest NVIDIA H100/H200/B200 clusters for AI training and inference

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
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About this company

QWhat is CoreWeave's role in the AI chip supply chain?

GPU-native cloud provider; operates one of the world's largest NVIDIA H100/H200/B200 clusters for AI training and inference

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