Vertiv SUPPLY CHAIN TRACE

AWS

World's largest cloud provider and AI infrastructure buyer

SoftBank

Japan's largest AI infrastructure investor and GPU buyer

NTT

Japan's largest telco building domestic AI infrastructure

Microsoft Azure

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

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

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

Dell Technologies

Major AI server vendor (PowerEdge XE9680); routes NVIDIA, AMD, and Intel Gaudi GPUs to enterprise customers; #2 AI server brand globally

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

xAI

Elon Musk's AI company; built Colossus — world's largest GPU cluster (200k H200 + B200); develops Grok LLM; direct NVIDIA buyer at hyperscale

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