Nvidia vs Supermicro
Nvidia and Supermicro are both placed on 3 of the same AI data center parts in this catalog, spanning layers 4, 11. Nvidia appears on 14 parts in total and Supermicro on 6.
At a glance
| Nvidia | Supermicro | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Santa Clara, United States | San Jose, United States |
| Primary listing | NVDA | SMCI |
| Market cap | 5.09T USD | 21.3B USD |
| Parts placed | 14 | 6 |
| Layers covered | 4 | 5 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 13 | 2 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Cluster management & GPU orchestration — Software that schedules AI workloads onto GPU clusters and manages the compute fleet, sitting outside the physical parts this site otherwise tracks.
- 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 | Supermicro |
|---|---|---|
| Cluster management & GPU orchestration Layer 11 — Software, tools & services touching the hardware (optional) | service disclosed | service inferred |
| Rack-scale systems Layer 4 — Servers, racks & integration | designer disclosed | oem inferred |
| GPU baseboards & compute trays Layer 4 — Servers, racks & integration | manufacturer disclosed and AMD designs | in house 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
- Switch systems & white-box ODMs layer 3
- Optical transceivers layer 3
- Silicon photonics & co-packaged optics layer 3
- BMC & platform firmware layer 4
- and 1 more on Nvidia's page.
Only Supermicro
- AI storage systems layer 2
- Coolant distribution units layer 5
- Containerized "AI factories" layer 9
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Nvidia and Supermicro compete?
- In this catalog they are both placed on 3 of the same parts, across 2 layers: Cluster management & GPU orchestration, 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 Supermicro?
- Nvidia has 14 placements and Supermicro has 6. 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.