What Nvidia makes for data centers
public · HQ Santa Clara, US · 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
Snapshot 2026-08-28T02:17:39Z — 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
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Merchant GPUs / accelerators | manufacturer | inferred | AMD, Intel | Blackwell Ultra |
| Server CPUs | manufacturer | inferred | AMD, Arm, Intel, Ampere | Grace — Arm-based |
| NICs / SuperNICs | manufacturer | inferred | AMD, Broadcom, Intel, Marvell | ConnectX |
| DPUs | manufacturer | inferred | Microsoft, AMD, Intel, Marvell | BlueField |
Layer 3 — Networking & interconnect
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Scale-up fabric | manufacturer | inferred | Alphabet (Google), AMD, Astera Labs, Broadcom, UALink consortium | NVLink/NVSwitch |
| Scale-out switch ASICs | manufacturer | inferred | Broadcom, Cisco, Marvell, Huawei | Spectrum (Ethernet) and Quantum (InfiniBand) |
| Switch systems & white-box ODMs | manufacturer | inferred | Quanta Computer, Accton (Edgecore), Alpha Networks, Arista, Celestica, Cisco | |
| Optical transceivers | manufacturer | inferred | Accelink, Applied Optoelectronics, Broadcom, Cisco, Coherent, Eoptolink | sells own-branded modules |
| Silicon photonics & co-packaged optics | manufacturer | inferred | TSMC, Broadcom, GlobalFoundries, Intel, Marvell, Tower Semiconductor | Spectrum-X and Quantum-X Photonics |
Layer 4 — Servers, racks & integration
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| Rack-scale systems | designer | inferred | Quanta Computer, AMD, ASRock Rack, ASUS, Cisco, Compal | |
| GPU baseboards & compute trays | manufacturer | inferred | Quanta Computer, Foxconn (Hon Hai), Inventec, Pegatron, Supermicro, Wistron | and AMD designs |
| BMC & platform firmware | manufacturer | inferred | Aspeed, Insyde, Nuvoton, AMI, Phoenix | BlueField positioned as a future BMC replacement |
Layer 11 — Software, tools & services touching the hardware (optional)
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| DCIM, digital twins, capacity planning | service | inferred | Schneider Electric, Autodesk, Bentley, Cadence, Carrier, Siemens | Omniverse |
| Cluster management & GPU orchestration | service | inferred | Dell, HPE, Supermicro, Rafay, SchedMD/Slurm | Base Command, Mission Control, Run:ai |
Disclosed customers
Latest feed
- Huawei's Ascend 910C sold out in China, but Nvidia's H200 supply gap persists — DigiTimes, 2026-08-28Although Huawei's Ascend 910C is sold out in China, the inability of domestic chips to fully replace Nvidia's H200 suggests ongoing global AI compute constraints.
- Nvidia forms PAC to expand Washington lobbying — DigiTimes, 2026-08-28Nvidia formed a political action committee to increase its lobbying presence amid ongoing government debates regarding artificial intelligence regulations.
- Nvidia's upbeat outlook points to tighter AI supply chains ahead — DigiTimes, 2026-08-28Nvidia's forecast indicates that demand for AI infrastructure remains robust and will drive continued price pressure across components including memory, power systems, cooling units, and networking hardware.
- Analysis: Nvidia beats, Taiwan wins — and hyperscalers race to make AI pay — DigiTimes, 2026-08-28Nvidia reported massive revenue growth, driven by the global expansion of AI infrastructure and increased purchases from hyperscalers.
- NVIDIA NVLink Fusion Expands with NVHBM Custom High-Bandwidth Memory — HPCwire, 2026-08-27Amazon's Annapurna Labs is set to collaborate with NVIDIA on the development of NVHBM technology alongside NVLink Fusion for next-generation AI workloads.
- AWS and NVIDIA to Deliver 2M Additional GPUs and Next-Gen Infrastructure for Agentic and Physical AI — HPCwire, 2026-08-27Amazon Web Services and NVIDIA announced a major expansion of their collaboration to deploy two million additional GPUs and advanced infrastructure for AI workloads.
- Nvidia expects to sell $20 billion of Vera Rubin systems in Q3 as shipments begin — figure would account for 20% of its data center revenue mix, marks fastest ramp in company history — Tom's Hardware, 2026-08-27Nvidia anticipates that sales of Vera Rubin systems will represent a rapid and significant increase, contributing 20% of its data center revenue mix in the third fiscal quarter.
- Hot Chips 2026: OpenAI's Jalapeño AI ASIC unpacked — accelerator developed using AI achieves efficiency and throughput gains against power-hungry Blackwell — Tom's Hardware, 2026-08-27OpenAI unveiled its Jalapeño AI ASIC accelerator, noting it offers good performance per watt and low latency for inference tasks compared to Nvidia's Blackwell.
- AWS to deploy 2 million additional Nvidia GPUs — Data Center Dynamics, 2026-08-27Amazon Web Services is planning to deploy two million extra Nvidia GPUs into their infrastructure.
- Nvidia revenue tops $96 billion as memory commitments soar to $160 billion — CEO Jensen Huang says AI 'has reached its inflection point' — Tom's Hardware, 2026-08-27Nvidia reported revenue exceeding $96 billion and committed to purchasing up to $160 billion in memory, bringing its total commitments to $279 billion amid strong AI demand.
Verification: enriched, last verified 2026-08-27. Sources: www.nvidia.com · en.wikipedia.org.· Markdown · JSON