At a glance
Platform Summary
First rack-scale NVLink domain; Oberon rack with copper spine. See Rack Layer.
| Item | Value |
|---|---|
| Designer | Nvidia |
| Accelerator | B200 |
| Host CPU | Grace |
| Accelerators per unit | 72 (One rack) |
| Scale-up fabric | NVLink 5 (nine switch trays) |
| Scale-out fabric | InfiniBand or Spectrum-X Ethernet |
| Cooling | Direct-to-chip liquid |
| Power (kW) | About 120-132 |
| Status | Shipping, volume from 2025-Q1 |
Supplier ring
Who Makes Each Component
| Component | Supplier | Role | Made in | US status | Evidence | Notes |
|---|---|---|---|---|---|---|
| Accelerator | NvidiaB200 GPU; TSMC 4NP | Sole | TaiwanTSMC Tainan/Hsinchu fabs | Made abroad | Claimed Source | GB200 volume wafers from TSMC Taiwan |
| Accelerator | TSMCArizona | Second source | Taiwan | Made abroad | Committed Source | Arizona Blackwell wafers are reported as GB300; no GB200 dies confirmed from Arizona |
| CPU | NvidiaGrace CPU; TSMC 4N | Sole | TaiwanTSMC Taiwan | Made abroad | Claimed Source | 72-core Arm Neoverse V2 |
| HBM | SK hynix | Primary | South KoreaIcheon and Cheongju | Made abroad | Claimed Source | HBM3E 8-high |
| HBM | Micron | Second source | Japan, TaiwanHiroshima DRAM; Taichung packaging | Made abroad | Claimed Source | HBM3E; no US HBM output yet |
| Advanced packaging | TSMCCoWoS-L | Primary | TaiwanZhunan AP6 and Tainan AP8 | Made abroad | Claimed Source | All CoWoS done in Taiwan |
| Advanced packaging | Amkor | Second source | Made abroad | Committed Source | Amkor Peoria AZ production starts 2028, after GB200 is out of production | |
| PCB and substrate | Victory Giant Technology | Primary | China, ThailandHuizhou | Made abroad | Claimed Source | 50-60% of GB200 HDI/HLC main and switch boards |
| PCB and substrate | Ibiden | Primary | Japan | Made abroad | Claimed Source | Key Nvidia package substrate supplier |
| PCB and substrate | Gold Circuit Electronics | Second source | Taiwan, Thailand | Made abroad | Claimed Source | Key switch-tray PCB supplier |
| PCB and substrate | Unimicron | Second source | Taiwan | Made abroad | Claimed Source | ABF substrate; GB200 share not stated |
| Compute tray ODM | Foxconn | Primary | Mexico, TaiwanGuadalajara Mexico superchip plant | Made abroad | Claimed Source | Billed as world's largest GB200 superchip plant |
| Compute tray ODM | Wistron | Second source | TaiwanHsinchu | Made abroad | Claimed Source | Fort Worth opened only after GB200 peak |
| Compute tray ODM | Quanta | Second source | Taiwan | Not disclosed | Claimed Source | Tray site not disclosed |
| Rack integration | Foxconn | Primary | Mexico, TaiwanGuadalajara Mexico | Made abroad | Claimed Source | Brokerage sees 40-70% of Blackwell racks |
| Rack integration | Quanta | Second source | Taiwan, United StatesFremont CA | Not disclosed | Claimed Source | Fremont/Newark filings; NVL72 output there not confirmed |
| Rack integration | Wiwynn | Second source | Mexico, Malaysia | Not disclosed | Claimed Source | No US site found |
| Rack integration | Supermicro | Second source | United States, Taiwan, MalaysiaSan Jose CA | Some US volume | Claimed Source | Supermicro builds racks in San Jose CA; share of this platform built there not disclosed |
| Rack integration | Dell | Second source | Not disclosed | Claimed Source | Build site not disclosed | |
| Rack integration | HPE | Second source | Not disclosed | Committed Source | Product offered; build site not disclosed | |
| Scale-up switch | NvidiaNVLink 5 Switch | Sole | TaiwanTSMC Taiwan | Made abroad | Claimed Source | Nine switch trays per rack |
| Scale-up cabling | Amphenol | Primary | Not disclosed | Claimed Source | Paladin backplane; three sources total; other two unnamed | |
| Scale-out NIC | NvidiaConnectX-7 / ConnectX-8 | Primary | TaiwanTSMC Taiwan | Made abroad | Claimed Source | Initial shipments CX-7; BlueField-3 in reference tray |
| Optical transceivers | Fabrinet | Primary | ThailandChonburi | Made abroad | Claimed Source | Fabrinet and InnoLight held most supply |
| Optical transceivers | InnoLight | Primary | China, Thailand | Made abroad | Claimed Source | |
| Optical transceivers | Eoptolink | Second source | China, Thailand | Made abroad | Claimed Source | Expanding into 800G LPO and 1.6T |
| Power shelf | Delta Electronics | Primary | Thailand, China | Made abroad | Claimed Source | 60-65% AI server PSU share |
| Power shelf | Lite-On | Second source | Made abroad | Claimed Source | Tier-2 PSU supplier | |
| Power shelf | Flex | Second source | Not disclosed | Claimed Source | Tier-2; Dallas power plant not tied to NVL72 | |
| Rack busbar and power distribution | Not disclosed | Primary | Not disclosed | Claimed Source | Busbar listed as component; supplier paywalled | |
| Battery backup and capacitors | Not disclosed | Primary | Not disclosed | Claimed Source | BBU optional at GB200; no supplier found | |
| Coolant distribution unit | Vertiv | Primary | Not disclosed | Committed Source | Co-developed GB200 NVL72 power and cooling reference design | |
| Coolant distribution unit | Delta Electronics | Primary | Thailand, China | Made abroad | Claimed Source | Over 50% of liquid-to-air sidecar market |
| Coolant distribution unit | CoolIT Systems | Second source | CanadaCalgary | Made abroad | Claimed Source | Named in cooling list; not tied to NVL72 in source |
| Cold plates and manifolds | Asia Vital Components (AVC) | Primary | Made abroad | Claimed Source | Top Taiwan cooling module maker | |
| Cold plates and manifolds | Auras | Primary | Made abroad | Claimed Source | Supplies cooling modules to Nvidia | |
| Quick disconnects | Fositek | Primary | Taiwan | Made abroad | Claimed Source | UQD in mass production for GB200 |
| Quick disconnects | Global Tek | Second source | Taiwan | Made abroad | Claimed Source | Delivering UQDs for GB200 |
| Rack enclosure | Cheval Group | Second source | Not disclosed | Committed Source | ORv3 MGX rack listed for GB200 | |
| Rack enclosure | Chenbro | Second source | Taiwan | Made abroad | Claimed Source | Server chassis |
US share
What Is Made in the US
- Rack integration: Supermicro, San Jose CA. Some US volume.
Record
Dataset Record
- Dataset
- Supplier ring for Nvidia GB200 NVL72: 40 rows across 18 components
- Sources
- Company filings and press releases, SemiAnalysis, TrendForce, DigiTimes, KGI and Morgan Stanley via Taiwan press, Nvidia, AMD, Google, AWS, Microsoft, Cerebras; source link on each row
- Last verified
- October 2026