Quanta Computer · SUPPLY CHAIN TRACE

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

AMD

AI GPU designer challenging NVIDIA with MI300X

Intel

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

Qualcomm

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

Google Cloud

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

Meta

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

Microsoft Azure

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

AWS

World's largest cloud provider and AI infrastructure buyer

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

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

CoreWeave

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

Alibaba Cloud

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

Tencent Cloud

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

Baidu

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