Every company inside a GB300 NVL72 rack, by exchange
A GB300 NVL72 rack is one NVLink domain: 72 Blackwell-class GPUs and 36 Grace CPUs across 18 compute trays, stitched together by a copper spine of roughly 5,000 cables (per Nvidia’s published rack specification and the taxonomy notes behind our teardown). Follow the money through that cabinet and you cross at least eight stock exchanges.
The pattern worth noticing: the further you get from the GPU die, the further east the listings move.
The US names own the silicon and the reference design — Nvidia above all — plus the connector and power-semiconductor sockets: Amphenol, Monolithic Power, Vicor. Those last two sit on the Bianca board’s power delivery as inferred placements, which says the catalog has them competing for that socket, not that either has been confirmed in it.
Taiwan builds the thing. The ODM list — Foxconn, Quanta, Wiwynn, Inventec, Pegatron — is entirely Taipei-listed, and so is much of what they bolt in: power shelves (Delta, Lite-On), rails (King Slide), chassis (Chenbro), sockets (Lotes), and an increasing share of the liquid-cooling loop (Auras, AVC, Kaori — all three inferred on cold plates, so treat them as leads).
- Cold plates (GPU, CPU, NVSwitch)
- Rack manifolds
- Quick disconnects
- Hoses and fittings
- CDU (in-rack or in-row)
Japan shows up in the passives and precision bits — Murata’s MLCCs, Nidec’s pumps and cold-plate work — and Korea in the memory, where SK Hynix and Samsung sit on HBM alongside Micron (US-listed). The catalog does not rank those three: every HBM placement is inferred and every share estimate on them is blank. Who leads which generation is exactly the claim this site declines to make without a filing behind it.
The power shelf is a good miniature of the whole story:
| Company | Role | Ownership | Ticker | Price | 1d | Confidence | Note |
|---|---|---|---|---|---|---|---|
| AcBel | manufacturer | public | 6282.TW | 41.70 TWD | -3.0% | inferred | |
| Advanced Energy/Artesyn | manufacturer | public | AEIS | 217 USD | +1.1% | disclosed | · source |
| Bel Fuse | manufacturer | public | BELFA | 161 USD | -0.6% | disclosed | · source |
| Chicony Power | manufacturer | public | 6412.TW | 72.30 TWD | -2.0% | inferred | |
| Cosel | manufacturer | public | 6905.T | 1287 JPY | -1.3% | inferred | |
| Delta Electronics | manufacturer | public | 2308.TW | 1560 TWD | -3.4% | inferred | |
| Eaton | manufacturer | public | ETN | 366 USD | -1.7% | inferred | |
| Flex | manufacturer | public | FLEX | 76.55 USD | -0.2% | inferred | Power Modules |
| FSP | manufacturer | public | 3015.TW | 50.00 TWD | -1.6% | inferred | |
| Lite-On | manufacturer | public | 2301.TW | 256 TWD | -2.7% | inferred | |
| Murata | manufacturer | public | 6981.T | 6275 JPY | -2.8% | inferred | |
| Vertiv | manufacturer | public | VRT | 194 USD | -0.2% | inferred |
One rack, at least five currencies before you leave the cabinet. The full walk — with every supplier’s confidence tag — is on the teardown page, and the sidebar there groups all of the listed names by venue.
A caution that applies to everything above: placements marked reported come from reference-design partner lists and trade press, not disclosures. Nvidia does not publish its supplier list; nobody outside the supply chain has audited one of these racks bolt by bolt. What this page gives you is the set of companies competing for each socket — the confidence tag tells you how solid each name is.
Related: Rack-scale systems, NVLink copper spine / backplane cartridges, Direct-to-chip cold plates, Power shelves & PSUs, Nvidia, Foxconn (Hon Hai), Delta Electronics