Microsoft Azure · SUPPLY CHAIN TRACE

Quanta Computer

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

Super Micro

Leading GPU server ODM for AI data centers

Wiwynn

Major ODM server manufacturer 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 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

OpenAI

Creator of GPT-4 and ChatGPT; exclusive compute partner with Microsoft Azure ($13B investment); one of the largest AI compute buyers globally

Mistral AI

Leading European frontier AI lab; develops Mistral/Mixtral open-weight LLMs; compute from Microsoft Azure (investment partner) and European cloud providers