Super Micro builds the GPU server racks that AI data centers are assembled from. Its business is essentially a fast integration layer on top of NVIDIA silicon, which makes NVIDIA both its enabler and its constraint.
13 companies · Last updated
13 companies
Last updated
SMCI · NASDAQ
Companies mapped
Listed companies
Risk flags
Super Micro Computer's supply chain spans 13 companies. Its key suppliers include NVIDIA, AMD, Intel and Micron Technology, and its customers include Meta Platforms, Microsoft and Oracle Corporation. Below is the full map, broken down tier by tier — end customers, manufacturers, materials and equipment — with live stock tickers for every listed company.
Key suppliers
Key customers
Full interactive supply chain below
Dell Technologies
Competes directly for the same GPU server and AI rack contracts.
Hewlett Packard Enterprise
Enterprise-scale rival in AI and HPC systems.
Quanta Computer
ODM that builds AI servers directly for hyperscalers, bypassing brands.
Lenovo Group
Global server vendor competing on price and scale.
Companies in Super Micro Computer's supply chain that we've also mapped — open their full chains:
