| Layer 1 — Compute silicon & packaging |
| Merchant GPUs / accelerators | | ● | ● | ● | ● |
| Hyperscaler custom ASICs | | ● | ● | ● | ● |
| ASIC design services, IP & EDA | | ● | ● | ● | ● |
| Startup accelerators | | ● | ● | ● | ● |
| Server CPUs | | ● | ● | ● | ● |
| NICs / SuperNICs | | ● | ● | ● | ● |
| DPUs | | ● | ● | ● | ● |
| FPGAs | | ● | ● | ● | ● |
| Leading-edge foundry | | ● | ● | ● | ● |
| Silicon wafers | | ● | ● | ● | ● |
| 2.5D/3D advanced packaging | | ● | ● | ● | ● |
| Packaging & bonding equipment | | ● | ● | ● | ● |
| ABF / high-layer package substrates | | ● | ● | ● | ● |
| Substrate materials | | ● | ● | ● | ● |
| Glass-core substrates | | ● | ● | ● | ● |
| Interposers, silicon bridges, RDL | | ● | ● | ● | ● |
| Chip-level thermal: lids, heat spreaders, TIMs | | ● | ● | ● | ● |
| Semiconductor test & burn-in | | ● | ● | ● | ● |
| Fab equipment | | ● | ● | ● | ● |
| Fab materials, masks, gases | | ● | ● | ● | ● |
| Layer 2 — Memory & storage |
| HBM | ● | ● | ● | ● | ● |
| DRAM | ● | ● | ● | ● | ● |
| Memory modules | ● | ● | ● | ● | ● |
| Memory interface / buffer chips | ● | ● | ● | ● | ● |
| CXL controllers & memory expanders | | ● | ● | ● | ● |
| PCIe/CXL switches & retimers | | ● | ● | ● | ● |
| NAND flash | ● | ● | ● | ● | ● |
| Enterprise SSDs & controllers | ● | ● | ● | ● | ● |
| HDD | | ● | ● | ● | ● |
| AI storage systems | | ● | ● | ● | ● |
| Layer 3 — Networking & interconnect |
| Scale-up fabric | | | ● | ● | ● |
| Scale-out switch ASICs | | | ● | ● | ● |
| Switch systems & white-box ODMs | | ● | ● | ● | ● |
| Optical transceivers | | | ● | ● | ● |
| Optics contract manufacturing | | | ● | ● | ● |
| Lasers | | | ● | ● | ● |
| Optical DSPs, drivers, TIAs | | | ● | ● | ● |
| Silicon photonics & co-packaged optics | | | ● | ● | ● |
| Copper: DAC / ACC / AEC cables | | | ● | ● | ● |
| NVLink copper spine / backplane cartridges | | | ● | ● | ● |
| Fiber, connectors, structured cabling | | | ● | ● | ● |
| DCI / coherent optics | | | | ● | ● |
| Timing & telemetry silicon | | | ● | ● | ● |
| Layer 4 — Servers, racks & integration |
| Rack-scale systems | | | ● | ● | ● |
| EMS, system integration & rack-level test | | ● | ● | ● | ● |
| GPU baseboards & compute trays | | ● | ● | ● | ● |
| Motherboards, CPU trays, switch trays | | ● | ● | ● | ● |
| High-layer-count PCBs | | ● | ● | ● | ● |
| Copper-clad laminate & PCB materials | | ● | ● | ● | ● |
| Board-level connectors & sockets | | ● | ● | ● | ● |
| Board-level power: VRMs, power stages, PoL, power semis | | ● | ● | ● | ● |
| Passives | | ● | ● | ● | ● |
| BMC & platform firmware | | ● | ● | ● | ● |
| Timing, security & misc board silicon | | ● | ● | ● | ● |
| Power shelves & PSUs | | | ● | ● | ● |
| Fans | | ● | ● | ● | ● |
| Chassis, rails, rack enclosures | | ● | ● | ● | ● |
| In-rack busbar & power whips | | ● | ● | ● | ● |
| Rack PDUs | | ● | ● | ● | ● |
| Air-cooled heatsinks & vapor chambers | | ● | ● | ● | ● |
| Layer 5 — Liquid cooling (IT-side: chip to CDU) |
| Direct-to-chip cold plates | | ● | ● | ● | ● |
| Rack manifolds | | ● | ● | ● | ● |
| Quick disconnects | | ● | ● | ● | ● |
| Hoses, tubing, fittings, valves | | ● | ● | ● | ● |
| Coolant distribution units | | ● | ● | ● | ● |
| CDU internals: plate heat exchangers, pumps, filters | | ● | ● | ● | ● |
| Rear-door heat exchangers | | ● | ● | | |
| Immersion cooling systems | | ● | ● | ● | |
| Fluids & coolant treatment | | ● | ● | ● | ● |
| Leak detection, flow & pressure sensing | | ● | ● | ● | ● |
| Rack/row cooling controls & software | | ● | ● | ● | ● |
| Layer 6 — Facility cooling & HVAC |
| Chillers & compressors | | ● | ● | ● | ● |
| Dry coolers, adiabatic/evaporative units, cooling towers, fans & motors | | ● | ● | ● | ● |
| CRAH / CRAC / fan walls / in-row units | | ● | ● | ● | ● |
| Air handling, economizers, filtration | | ● | ● | ● | ● |
| Facility water loop hardware | | ● | ● | ● | ● |
| Water treatment, reuse, consumption | | ● | ● | ● | ● |
| Heat reuse & district heating interfaces | | | ● | ● | ● |
| Building management, controls, environmental sensors | | ● | ● | ● | ● |
| Fire detection & suppression | | ● | ● | ● | ● |
| Layer 7 — Electrical: power distribution (grid to rack) |
| Large power transformers (345–765 kV) & substations | | | | ● | ● |
| HV switchgear, GIS, breakers, protection relays | | | | ● | ● |
| MV switchgear, E-houses, power skids | | | ● | ● | ● |
| MV/LV transformers | | ● | ● | ● | ● |
| LV switchgear, switchboards, panelboards | | ● | ● | ● | ● |
| Busway / busbar trunking | | | ● | ● | ● |
| Floor PDUs, RPPs, static transfer switches, ATS | | ● | ● | ● | ● |
| Circuit protection, fuses, surge, grounding | | ● | ● | ● | ● |
| LV cable, wire, tray, raceway | | ● | ● | ● | ● |
| UPS (static, modular, rotary/DRUPS) & UPS power semis | | ● | ● | ● | ● |
| Energy storage: UPS batteries & BESS | | ● | ● | ● | ● |
| Power smoothing / supercapacitors | | | ● | ● | ● |
| Backup generation: gensets, fuel systems, HVO | | ● | ● | ● | ● |
| Paralleling switchgear & generator controls | | | ● | ● | ● |
| Metering, power quality, monitoring | | ● | ● | ● | ● |
| 800 V DC architecture & solid-state transformers | | | | ● | ● |
| Layer 8 — Power generation & energy supply |
| Gas turbines (onsite / behind-the-meter) & HRSGs | | | | ● | ● |
| Reciprocating engines & engine microgrids | | | ● | ● | ● |
| Fuel cells | | | ● | ● | |
| Nuclear: existing fleet PPAs & restarts | | | | ● | ● |
| SMRs, advanced reactors, components, fuel | | | | ● | ● |
| Fusion | | | | | ● |
| Utilities, IPPs & power providers signing data-center deals | | ● | ● | ● | ● |
| Renewables & long-duration storage hardware | | | | ● | ● |
| Transmission, interconnection & grid equipment | | | | ● | ● |
| Gas supply chain | | | | ● | ● |
| Layer 9 — Building shell, site & construction |
| Data center developers, operators & REITs | ● | ● | ● | ● | ● |
| Hyperscalers, neoclouds & model labs | | | ● | ● | ● |
| Architecture, engineering & MEP design | | ● | ● | ● | ● |
| General contractors & design-build | | ● | ● | ● | ● |
| MEP & electrical contractors | | ● | ● | ● | ● |
| Structure, steel, precast, envelope, site equipment | | ● | ● | ● | ● |
| Prefab / modular data centers & power/cooling skids | | | ● | ● | ● |
| Site utilities, water & fiber entrance | | ● | ● | ● | ● |
| Physical security & access | ● | ● | ● | ● | ● |
| Testing, commissioning & certification | | ● | ● | ● | ● |
| Layer 10 — Materials & upstream inputs |
| Copper | ● | ● | ● | ● | ● |
| Aluminum | ● | ● | ● | ● | ● |
| Grain-oriented electrical steel & amorphous cores | | ● | ● | ● | ● |
| Rare earths & permanent magnets | ● | ● | ● | ● | ● |
| Specialty glass & glass fiber | ● | ● | ● | ● | ● |
| Refrigerants & insulating gases | | ● | ● | ● | ● |
| Industrial & specialty gases | ● | ● | ● | ● | ● |
| Critical minerals: gallium, germanium, indium, tungsten, beryllium | ● | ● | ● | ● | ● |
| Layer 11 — Software, tools & services touching the hardware (optional) |
| DCIM, digital twins, capacity planning | | ● | ● | ● | ● |
| Cluster management & GPU orchestration | | ● | ● | ● | ● |
| Site selection, power procurement, market intelligence, brokerage | | ● | ● | ● | ● |
| Capital & financing | | ● | ● | ● | ● |
| Test & measurement instruments | | ● | ● | ● | ● |
| Robotics, inspection & operations hardware | | ● | ● | ● | ● |