How it fits together
An AI data center is four overlapping machines: one moves power in, one moves heat out, one moves data sideways, and one is the building that holds the other three. Follow any chain below — every node links to the part category and the companies on it.
1. Power
Electricity steps down from transmission voltage to the ~1 V a GPU core actually uses, losing a little at every conversion. 800 V DC architectures collapse the middle of this chain: the UPS, floor PDU and power-shelf stages merge into sidecar rectifiers and DC busbars.
- Grid / generation — Utilities, IPPs & power providers signing data-center deals
- HV substation & large transformer — Large power transformers (345–765 kV) & substations
- HV switchgear — HV switchgear, GIS, breakers, protection relays
- MV switchgear — MV switchgear, E-houses, power skids
- MV/LV transformer — MV/LV transformers
- LV switchgear — LV switchgear, switchboards, panelboards
- UPS — UPS (static, modular, rotary/DRUPS) & UPS power semis
- Batteries / BESS — Energy storage: UPS batteries & BESS
- Floor PDU / RPP — Floor PDUs, RPPs, static transfer switches, ATS
- Busway — Busway / busbar trunking
- Rack PDU — Rack PDUs
- In-rack busbar — In-rack busbar & power whips
- Power shelf — Power shelves & PSUs
- VRM — Board-level power: VRMs, power stages, PoL, power semis
- Chip — Merchant GPUs / accelerators
2. Heat
Every watt in becomes heat out. In a liquid-cooled rack the path runs from the die through cold plates and a coolant distribution unit to the facility water loop, and finally to the atmosphere — or to a district-heating network. The air-cooled variant swaps the first half for heatsinks, fans and CRAH units.
- Chip — Merchant GPUs / accelerators
- Lid / TIM — Chip-level thermal: lids, heat spreaders, TIMs
- Cold plate — Direct-to-chip cold plates
- Rack manifold — Rack manifolds
- Quick disconnects
- CDU — Coolant distribution units
- Facility water loop — Facility water loop hardware
- Chiller — Chillers & compressors
- Dry cooler / tower — Dry coolers, adiabatic/evaporative units, cooling towers, fans & motors
- Atmosphere or heat reuse — Heat reuse & district heating interfaces
Air-cooled variant: heatsink → fans → CRAH / fan wall → chiller.
3. Data
Two networks with different physics: the scale-up fabric inside the rack (copper, today) and the scale-out network between racks (optics). Inside the package sits a third: die to HBM across an interposer.
- GPU — Merchant GPUs / accelerators
- NVLink / scale-up fabric — Scale-up fabric
- NIC / SuperNIC — NICs / SuperNICs
- Optical transceiver — Optical transceivers
- or copper DAC/AEC — Copper: DAC / ACC / AEC cables
- Leaf/spine switch — Switch systems & white-box ODMs
- DCI / coherent optics
- Next campus
…and inside the package
4. Shell & site
The building is a two-year project wrapped around a six-month fit-out. Land and power come first — interconnection queues, not concrete, set the schedule.
- Land & power procurement — Site selection, power procurement, market intelligence, brokerage
- Design (A&E / MEP) — Architecture, engineering & MEP design
- Structure & envelope — Structure, steel, precast, envelope, site equipment
- General contractor — General contractors & design-build
- MEP fit-out — MEP & electrical contractors
- Commissioning — Testing, commissioning & certification
- Developer / operator — Data center developers, operators & REITs
- Tenant — Hyperscalers, neoclouds & model labs
One rack, exploded
The GB300 NVL72 teardown walks a single rack from the outside in — cabinet, busbar, power shelves, compute trays, switch trays, the copper spine, cold plates and the CDU — with the companies reported on every line.
Glossary
- PUE
- — Power usage effectiveness — total facility power divided by IT power. 1.0 is perfect; modern hyperscale runs near 1.1.
- ORV3
- — Open Rack V3, the OCP rack standard with a shared 48 V DC busbar fed by power shelves.
- CoWoS
- — TSMC's 2.5D advanced packaging (chip-on-wafer-on-substrate) joining GPU dies and HBM on an interposer — the historical supply bottleneck.
- HBM
- — High-bandwidth memory, DRAM dies stacked and placed next to the GPU die inside the package.
- CDU
- — Coolant distribution unit — the heat exchanger and pumps separating the IT liquid loop from the facility loop.
- N+1 / 2N
- — Redundancy schemes: one spare unit per group (N+1) versus a full duplicate system (2N).
- UQD
- — Universal quick disconnect, the OCP-standardized dripless coupling on liquid-cooled racks.
- NVL72
- — Nvidia's rack-scale system: 72 Blackwell-class GPUs and 36 Grace CPUs on one NVLink domain, ~120–140 kW per rack.
- DCI
- — Data center interconnect — coherent optics linking buildings and campuses.
- GOES
- — Grain-oriented electrical steel, the core material of large power transformers.
- BESS
- — Battery energy storage system, grid-scale batteries used for peak, backup and grid services.
- DRUPS
- — Diesel rotary UPS — a flywheel and diesel engine replacing batteries in some designs.