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xAI SUPPLY CHAIN TRACE

AI CONSUMERS🇺🇸 United States

xAI is Elon Musk's AI company, founded in 2023, operating the Colossus supercluster in Memphis, Tennessee — one of the world's largest GPU installations with 100,000 NVIDIA H100s in Phase 1 and expansion to 100,000 additional H200/B200 GPUs. xAI is one of NVIDIA's largest direct GPU customers and develops the Grok large language model series integrated into the X (formerly Twitter) platform.

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UPSTREAM — SUPPLIERS

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies H200/B200 GPUs for Colossus cluster to

Super Micro

Leading GPU server ODM for AI data centers

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SERVER ODMssupplies GPU servers to

Vertiv

Critical power and thermal management for AI data centers

Chokepoint🇺🇸
POWER & COOLINGsupplies power & cooling to

Arista Networks

#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs

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NETWORKINGsupplies AI cluster Ethernet switches to

↓ all supply to xAI ↓

xAI

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

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
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About this company

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

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

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