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Quanta Computer SUPPLY CHAIN TRACE

SERVER ODMs🇹🇼 Taiwan · 2382 · TWSE

Quanta Computer is the world's largest server ODM by revenue and the primary manufacturing partner for AI server deployments at Google, Meta, Microsoft Azure, and Amazon Web Services. It sits at the critical assembly junction where NVIDIA and AMD GPUs, SK Hynix HBM memory, and Ibiden substrates converge into the rack-scale systems that hyperscalers deploy for AI training and inference.

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UPSTREAM — SUPPLIERS

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies GPUs to server ODM

AMD

AI GPU designer challenging NVIDIA with MI300X

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CHIP DESIGNERSsupplies GPUs to server ODM

Intel

Designs Gaudi 3 AI accelerators and Xeon AI CPUs; TSMC-fabbed at advanced nodes for AI workloads

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CHIP DESIGNERSsupplies Gaudi AI accelerators to server ODM

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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CHIP DESIGNERSsupplies Cloud AI 100 accelerators to server ODM

↓ all supply to Quanta Computer ↓

Quanta Computer

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

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~30% hyperscaler AI server ODM
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↓ Quanta Computer supplies to ↓

Google Cloud

Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters

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CLOUD PROVIDERSsupplies AI servers to

Meta

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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AI CONSUMERSsupplies AI servers to

Microsoft Azure

Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters

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CLOUD PROVIDERSsupplies AI servers to

AWS

World's largest cloud provider and AI infrastructure buyer

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CLOUD PROVIDERSsupplies AI servers to

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

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CLOUD PROVIDERSsupplies AI servers to

ByteDance

TikTok/Douyin parent; one of the world's largest AI compute buyers; cut off from NVIDIA H100/H200 by Oct 2023 BIS advanced computing rules

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CLOUD PROVIDERSsupplies AI servers to

CoreWeave

GPU-native cloud provider; operates one of the world's largest NVIDIA H100/H200/B200 clusters for AI training and inference

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CLOUD PROVIDERSsupplies AI servers to

Alibaba Cloud

China's #1 cloud provider; deploys Alibaba Hanguang 800 AI chip (TSMC-fabbed) and Huawei Ascend; operates Qwen LLM

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CLOUD PROVIDERSsupplies AI servers to

Tencent Cloud

China's #2 cloud provider; major AI GPU buyer pivoting to H20/Huawei Ascend after BIS export controls; operates Hunyuan LLM

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CLOUD PROVIDERSsupplies AI servers to

Baidu

China's leading AI pioneer; designs Kunlun AI chips (Samsung-fabbed); operates ERNIE Bot LLM; major AI cloud infrastructure provider

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CLOUD PROVIDERSsupplies AI servers to

DOWNSTREAM — CUSTOMERS

About this company

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

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

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