What Nvidia makes for data centers

public · HQ Santa Clara, United States · nvidia.com

Nvidia designs the GPUs and AI accelerators (Blackwell Ultra, Rubin) that data centers are built around, along with the server CPUs (Grace), NICs (ConnectX), and DPUs (BlueField) that pair with them. It also designs the NVLink/NVSwitch scale-up fabric and Spectrum/Quantum switch silicon used for GPU cluster networking, publishes the NVL72 rack-scale reference design that ODMs build to, and sells its own branded optical transceivers and the Omniverse software used for data center digital twins.

Listing
US exchanges (NYSE/Nasdaq): NVDA· 211 USD -0.67% · mkt cap 5.09T USD
Snapshot 2026-10-25T10:41:17Z — nightly, not real-time.· Chart on TradingView ↗
Exposure
14 parts across 4 layers
No disclosed data-center revenue share on file.

Parts, by layer

Layer 1 — Compute silicon & packaging

PartRoleConfidenceCompetitorsNote
Merchant GPUs / acceleratorsmanufacturerdisclosedAMD, IntelBlackwell Ultra
Server CPUsmanufacturerdisclosedAMD, Arm, Intel, AmpereGrace — Arm-based
NICs / SuperNICsmanufacturerinferredAMD, Broadcom, Intel, MarvellConnectX
DPUsmanufacturerinferredMicrosoft, AMD, Intel, MarvellBlueField

Layer 3 — Networking & interconnect

PartRoleConfidenceCompetitorsNote
Scale-up fabricmanufacturerdisclosedAlphabet (Google), AMD, Astera Labs, Broadcom, UALink consortiumNVLink/NVSwitch
Scale-out switch ASICsmanufacturerdisclosedBroadcom, Cisco, Marvell, HuaweiSpectrum (Ethernet) and Quantum (InfiniBand)
Switch systems & white-box ODMsmanufacturerinferredQuanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco
Optical transceiversmanufacturerdisclosedAccelink, Applied Optoelectronics, Broadcom, Cisco, Coherent, Eoptolinksells own-branded modules
Silicon photonics & co-packaged opticsmanufacturerinferredTSMC, Broadcom, GlobalFoundries, Intel, Marvell, Tower SemiconductorSpectrum-X and Quantum-X Photonics

Layer 4 — Servers, racks & integration

PartRoleConfidenceCompetitorsNote
Rack-scale systemsdesignerdisclosedQuanta Computer, AMD, ASRock Rack, ASUS, Cisco, Compal
GPU baseboards & compute traysmanufacturerdisclosedQuanta Computer, Foxconn (Hon Hai), Inventec, Pegatron, Supermicro, Wistronand AMD designs
BMC & platform firmwaremanufacturerinferredAspeed, Insyde, Nuvoton, AMI, PhoenixBlueField positioned as a future BMC replacement

Layer 11 — Software, tools & services touching the hardware (optional)

PartRoleConfidenceCompetitorsNote
DCIM, digital twins, capacity planningserviceinferredSchneider Electric, Autodesk, Bentley, Cadence, Carrier, SiemensOmniverse
Cluster management & GPU orchestrationservicedisclosedDell, HPE, Supermicro, Rafay, SchedMD/SlurmBase Command, Mission Control, Run:ai

Where Nvidia sits in the stack

Nvidia's placements in this catalog cover 14 parts, from layer 1 (compute silicon & packaging) to layer 11 (software, tools & services touching the hardware (optional)). None of them currently carries a sourced supply constraint tag. Across these parts it overlaps with other companies most often on the lines below.

What these parts are

Closest peers in this catalog

Seen in real machines

Nvidia is named in 13 of the rack teardowns and supercomputer breakdowns on this site. Each line below is a piece of that machine.

Disclosed customers

Customer%MetricPeriodFiling
largest customers (combined)22%receivables2026-07-2610-Q
largest customers (combined)16%revenue2026-07-2610-Q
largest customers (combined)30%receivables2026-04-2610-Q
largest customers (combined)21%revenue2026-04-2610-Q
largest customers (combined)25%receivables2026-01-2510-K
largest customers (combined)12%revenue2026-01-2510-K

From the blog

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Questions about Nvidia

What does Nvidia make for AI data centers?
This catalog places Nvidia on 14 parts: Merchant GPUs / accelerators (manufacturer), Server CPUs (manufacturer), NICs / SuperNICs (manufacturer), DPUs (manufacturer), Scale-up fabric (manufacturer), Scale-out switch ASICs (manufacturer), Switch systems & white-box ODMs (manufacturer) and Optical transceivers (manufacturer), and 6 more.
Is Nvidia publicly traded?
Yes — Nvidia is listed on US exchanges (NYSE/Nasdaq) under NVDA. Prices shown on this page are a nightly snapshot, not real-time, and nothing here is investment advice.
Where is Nvidia based?
Santa Clara, United States, per the company record in this catalog.
Who else makes merchant GPUs / accelerators for AI data centers?
AMD and Intel are also placed on Merchant GPUs / accelerators in this catalog.
How well sourced are these placements?
Every part→company placement carries a confidence tag. For Nvidia the mix is 8 disclosed and 6 inferred. "disclosed" means the company or a filing says so; "reported" comes from trade press or a reference-design list; "inferred" is a lead from the taxonomy with no citation yet. Treat reported and inferred as leads, not facts.

Answers are generated from this catalog's own rows — see sources & method.

Verification: enriched, last verified 2026-08-27. Sources: www.nvidia.com · en.wikipedia.org.· Markdown · JSON