⬆ UPSTREAM — SUPPLIERS5
Super Micro
Leading GPU server ODM for AI data centers
Quanta Computer
World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft
Vertiv
Critical power and thermal management for AI data centers
TSMC
World's largest contract chip manufacturer
Cisco Systems
#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments
Oracle Cloud
Deployed the world's largest single NVIDIA GPU cluster (131,072 H100s, 2024); OCI GPU cloud serves enterprise AI and sovereign AI deployments
⬇ DOWNSTREAM — CUSTOMERS0
No downstream customers mapped.
UPSTREAM — SUPPLIERS
Super Micro
Leading GPU server ODM for AI data centers
Quanta Computer
World's largest ODM by revenue; primary AI server manufacturer for Google, Meta, Amazon, and Microsoft
Vertiv
Critical power and thermal management for AI data centers
TSMC
World's largest contract chip manufacturer
Cisco Systems
#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments
↓ all supply to Oracle Cloud ↓
Oracle Cloud
Deployed the world's largest single NVIDIA GPU cluster (131,072 H100s, 2024); OCI GPU cloud serves enterprise AI and sovereign AI deployments
QWhat is Oracle Cloud's role in the AI chip supply chain?
Deployed the world's largest single NVIDIA GPU cluster (131,072 H100s, 2024); OCI GPU cloud serves enterprise AI and sovereign AI deployments
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