⬆ UPSTREAM — SUPPLIERS8
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 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
Microsoft Azure
Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters
⬇ DOWNSTREAM — CUSTOMERS2
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
UPSTREAM — SUPPLIERS
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 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
↓ all supply to Microsoft Azure ↓
Microsoft Azure
Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters
↓ Microsoft Azure supplies to ↓
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
DOWNSTREAM — CUSTOMERS
QWhat is Microsoft Azure's role in the AI chip supply chain?
Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters
View full company profile →