⬆ UPSTREAM — SUPPLIERS3
NVIDIA
Dominant AI GPU designer (H100, H200, B200)
AMD
AI GPU designer challenging NVIDIA with MI300X
Intel
Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads
Foxconn Industrial Internet (FII)
Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally
⬇ DOWNSTREAM — CUSTOMERS7
Google Cloud
Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters
Meta
One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer
Microsoft Azure
Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters
ByteDance
TikTok/Douyin parent; one of the world's largest AI compute buyers; cut off from NVIDIA H100/H200 by Oct 2023 BIS advanced computing rules
Alibaba Cloud
China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM
Tencent Cloud
China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM
AWS
World's largest cloud provider and AI infrastructure buyer
UPSTREAM — SUPPLIERS
NVIDIA
Dominant AI GPU designer (H100, H200, B200)
AMD
AI GPU designer challenging NVIDIA with MI300X
Intel
Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads
↓ all supply to Foxconn Industrial Internet (FII) ↓
Foxconn Industrial Internet (FII)
Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally
↓ Foxconn Industrial Internet (FII) supplies to ↓
Google Cloud
Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters
Meta
One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer
Microsoft Azure
Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters
ByteDance
TikTok/Douyin parent; one of the world's largest AI compute buyers; cut off from NVIDIA H100/H200 by Oct 2023 BIS advanced computing rules
Alibaba Cloud
China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM
Tencent Cloud
China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM
AWS
World's largest cloud provider and AI infrastructure buyer
DOWNSTREAM — CUSTOMERS
QWhat is Foxconn Industrial Internet (FII)'s role in the AI chip supply chain?
Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally
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