Nvidia vs Quanta Computer
Nvidia and Quanta Computer are both placed on 3 of the same AI data center parts in this catalog, spanning layers 3, 4. Nvidia appears on 14 parts in total and Quanta Computer on 4.
At a glance
| Nvidia | Quanta Computer | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Santa Clara, United States | Taoyuan City, Taiwan |
| Primary listing | NVDA | 2382.TW |
| Market cap | 5.09T USD | 1.32T TWD |
| Parts placed | 14 | 4 |
| Layers covered | 4 | 2 |
| Units / subsidiaries | 0 | 1 |
| Seen in machines | 13 | 1 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Switch systems & white-box ODMs — The physical switches — built by branded vendors and white-box ODMs — that house scale-out switch ASICs and connect racks into a cluster fabric.
- Rack-scale systems — A rack-scale system is the fully integrated cabinet of compute trays, switch trays, power shelves, cooling manifolds and busbar that ships as one wired unit rather than as discrete servers.
- GPU baseboards & compute trays — The baseboard is the printed circuit assembly that carries the GPUs (and often paired CPUs) and their direct power and interconnect, packaged into a tray that slides into the rack.
The 3 parts both make
| Part | Nvidia | Quanta Computer |
|---|---|---|
| Switch systems & white-box ODMs Layer 3 — Networking & interconnect | manufacturer inferred | odm inferred |
| Rack-scale systems Layer 4 — Servers, racks & integration | designer disclosed | odm inferred |
| GPU baseboards & compute trays Layer 4 — Servers, racks & integration | manufacturer disclosed and AMD designs | manufacturer inferred |
Only Nvidia
- Merchant GPUs / accelerators layer 1
- Server CPUs layer 1
- NICs / SuperNICs layer 1
- DPUs layer 1
- Scale-up fabric layer 3
- Scale-out switch ASICs layer 3
- Optical transceivers layer 3
- Silicon photonics & co-packaged optics layer 3
- BMC & platform firmware layer 4
- DCIM, digital twins, capacity planning layer 11
- and 1 more on Nvidia's page.
Only Quanta Computer
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Nvidia and Quanta Computer compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Switch systems & white-box ODMs, Rack-scale systems, GPU baseboards & compute trays. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Nvidia or Quanta Computer?
- Nvidia has 14 placements and Quanta Computer has 4. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.