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Meta SUPPLY CHAIN TRACE

AI CONSUMERS🇺🇸 United States · META · NASDAQ

Meta Platforms is one of the world's largest buyers of NVIDIA H100/H200 GPUs, with an estimated 150,000+ GPUs deployed for training Llama large language models and ranking AI systems. Meta is also developing its own MTIA (Meta Training and Inference Accelerator) custom AI chip in partnership with TSMC, aiming to reduce reliance on NVIDIA for inference workloads at scale.

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UPSTREAM — SUPPLIERS

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

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESfabricates MTIA custom AI chip dies for

Wiwynn

Major ODM server manufacturer for hyperscalers

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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

Foxconn Industrial Internet (FII)

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

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SERVER ODMssupplies AI servers to

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSdesigns custom networking ASICs for AI cluster fabric

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

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CHIP DESIGNERSsupplies custom networking ASICs 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 Meta ↓

Meta

One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer

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

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

One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer

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