Google Cloud SUPPLY CHAIN TRACE

Quanta Computer

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

Broadcom

Custom ASIC and networking chip designer for hyperscalers

TSMC

World's largest contract chip manufacturer

Vertiv

Critical power and thermal management for AI data centers

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google

Foxconn Industrial Internet (FII)

Foxconn's AI server ODM division; assembles GPU clusters for hyperscalers and enterprise AI deployments globally

Arista Networks

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

Anthropic

AI safety company; creator of Claude LLM; primary cloud is AWS ($4B investment); secondary on Google Cloud ($2B); one of the largest AI training compute buyers outside hyperscalers