GB300 NVL72 Supplier Ring

Nvidia · B300 (Blackwell Ultra) · 52 supplier rows

The Nvidia GB300 NVL72 is built from 18 component groups supplied by 40 named companies. Three of 18 components have some US production today and none has US production planned; two are not disclosed.

Supplier ring for Nvidia GB300 NVL72: 18 components arranged in a ring, each shaded by whether its best-known supplier makes it in the US, makes some in the US, plans US production, makes it abroad, or does not disclose where Accelerator CPU HBM Packaging PCB, substrate Tray ODM Rack build Scale-up switch Scale-up cable NIC Optics Power shelf Busbar Battery backup CDU Cold plates Quick disconnects Enclosure GB300 NVL7272 accelerators Made in US Some US volume US planned Made abroad Not disclosed
Supplier rows
52
Named suppliers
40
US now
3 of 18
US planned
0 of 18
Hub
Supply Chain

At a glance

Platform Summary

Adds battery backup and capacitor shelves; first US-assembled trays at Wistron Fort Worth. See Rack Layer.

Nvidia GB300 NVL72 at a glance
ItemValue
DesignerNvidia
AcceleratorB300 (Blackwell Ultra)
Host CPUGrace
Accelerators per unit72 (One rack)
Scale-up fabricNVLink 5 (nine switch trays)
Scale-out fabricConnectX-8; InfiniBand or Spectrum-X Ethernet
CoolingDirect-to-chip liquid
Power (kW)About 135-140
StatusShipping, volume from 2025-H2

Supplier ring

Who Makes Each Component

Supplier ring for Nvidia GB300 NVL72
ComponentSupplierRoleMade inUS statusEvidenceNotes
AcceleratorNvidiaB300 GPU; TSMC 4NPPrimaryTaiwanTSMC TaiwanMade abroadClaimed SourceBlackwell Ultra
AcceleratorTSMCArizonaSecond sourceUnited StatesTSMC Fab 21, Phoenix AZSome US volumeCommitted SourceBlackwell wafers in volume; specific SKU not disclosed
CPUNvidiaGrace CPU; TSMC 4NSoleTaiwanTSMC TaiwanMade abroadClaimed SourceSame Grace as GB200
HBMSK hynixPrimarySouth KoreaIcheon and CheongjuMade abroadClaimed SourceHBM3E 12-high; early exclusive reported
HBMMicronSecond sourceJapan, TaiwanHiroshima DRAM; Taichung packagingMade abroadClaimed Source12-high HBM3E delivering for B300
HBMSamsungSecond sourceSouth KoreaPyeongtaek and CheonanMade abroadClaimed Source12-high qualified Sep 2025; limited volume
Advanced packagingTSMCCoWoS-LPrimaryTaiwanZhunan AP6 and Tainan AP8Made abroadClaimed SourceArizona wafers return to Taiwan for CoWoS
Advanced packagingAmkorSecond sourceMade abroadCommitted SourceAmkor Peoria AZ production starts 2028, after GB300; not a disclosed GB300 packager
Advanced packagingSPILSecond sourceTaiwanNot disclosedClaimed SourceArizona site in final planning; no date
PCB and substrateDoosan Electro-MaterialsSoleSouth KoreaMade abroadClaimed SourceExclusive compute-tray CCL
PCB and substrateWUS Printed CircuitPrimaryChinaMade abroadClaimed SourceCompute UBB and switch tray PCB
PCB and substrateIbidenPrimaryJapanMade abroadClaimed SourceABF package substrate; not GB300-specific
PCB and substrateTTM TechnologiesSecond sourceNot disclosedClaimed SourceSource names HGX B300 baseboards; NVL72 board role and plant not confirmed
PCB and substrateVictory Giant TechnologySecond sourceChina, ThailandHuizhouMade abroadClaimed SourceLow-end 16-layer HDI OAM
PCB and substrateUnimicronSecond sourceTaiwanMade abroadClaimed SourceHDI OAM
Compute tray ODMWistronPrimaryUnited States, TaiwanWistron D1, Fort Worth TXSome US volumeCommitted SourceD1 opened Jul 2026 building GB300; tens of thousands boards/month
Compute tray ODMFoxconnPrimaryMexico, TaiwanGuadalajara MexicoMade abroadClaimed SourceCurrent output offshore
Compute tray ODMFoxconnSecond sourceUnited StatesHouston TXUS plannedCommitted SourceHouston plant named by Nvidia for US AI server builds; fit-out Sep 2026 to Jan 2027; GB300 scope unconfirmed
Compute tray ODMQuantaSecond sourceTaiwanNot disclosedClaimed SourceUS filings products unspecified
Rack integrationFoxconnPrimaryMexico, TaiwanGuadalajara MexicoMade abroadClaimed SourceGB demand seen through 2027
Rack integrationQuantaSecond sourceTaiwan, United StatesFremont CANot disclosedClaimed Source$157M Newark and $91M Fremont filings
Rack integrationWiwynnSecond sourceMexico, MalaysiaNot disclosedClaimed SourceNo US site found
Rack integrationInventecSecond sourceMexico, Taiwan, United StatesKaty TXNot disclosedClaimed SourceKaty TX factory acquired; products unspecified
Rack integrationPegatronSecond sourceTaiwan, United StatesGeorgetown TXNot disclosedClaimed SourceMass production targeted 2H 2026; unverified
Rack integrationSupermicroSecond sourceUnited States, Taiwan, MalaysiaSan Jose CASome US volumeClaimed SourceSupermicro builds racks in San Jose CA; share of this platform built there not disclosed
Rack integrationDellSecond sourceNot disclosedClaimed SourceBuild site not disclosed
Rack integrationHPESecond sourceNot disclosedCommitted SourceProduct offered; build site not disclosed
Scale-up switchNvidiaNVLink 5 SwitchSoleTaiwanTSMC TaiwanMade abroadClaimed SourceSwitch tray PCB unchanged from GB200
Scale-up cablingAmphenolPrimaryNot disclosedClaimed SourceCarried from GB200 Oberon spine; GB300 award not confirmed
Scale-out NICNvidiaConnectX-8SoleTaiwanTSMC TaiwanMade abroadClaimed Source800G SuperNIC
Optical transceiversFabrinetPrimaryThailandChonburiMade abroadClaimed SourceSupplier lineup carried from GB200
Optical transceiversInnoLightPrimaryChina, ThailandMade abroadClaimed Source
Optical transceiversEoptolinkSecond sourceChina, ThailandMade abroadClaimed Source
Optical transceiversCoherentSecond sourceUnited StatesSherman TX (lasers only)Not disclosedCommitted SourceInP lasers made in Sherman TX; transceiver assembly site not disclosed
Power shelfDelta ElectronicsPrimaryThailand, ChinaMade abroadClaimed Source8-10 33kW shelves per rack
Power shelfLite-OnSecond sourceMade abroadClaimed Source
Power shelfMegmeetSecond sourceChinaMade abroadClaimed Source
Power shelfFlexSecond sourceNot disclosedClaimed SourceGB300 datasheet listed; build site not stated
Rack busbar and power distributionNot disclosedPrimaryNot disclosedClaimed SourceBusbar and PDB suppliers paywalled
Battery backup and capacitorsDelta ElectronicsPrimaryMade abroadClaimed SourceBBU shelves and supercapacitors from shelf vendors
Battery backup and capacitorsDynapackPrimaryTaiwanMade abroadClaimed SourceMajor BBU lithium module vendor
Battery backup and capacitorsLite-OnSecond sourceMade abroadClaimed SourceBBU shelves and supercapacitors
Battery backup and capacitorsAdvanced Energy Solution (AES-KY)Second sourceTaiwanMade abroadClaimed SourceBBU lithium modules
Battery backup and capacitorsSysgrationSecond sourceUnited StatesPlano TXNot disclosedClaimed SourceAI server BBU volume targeted 2H 2026; NVL72 tie unconfirmed
Coolant distribution unitDelta ElectronicsPrimaryThailand, ChinaMade abroadClaimed SourceOver 50% of L2A sidecar market
Coolant distribution unitNot disclosedL2L CDUPrimaryNot disclosedClaimed SourceNo GB300-specific L2L CDU award found
Cold plates and manifoldsAurasPrimaryMade abroadClaimed SourceFully liquid-cooled tray adds cold plates
Cold plates and manifoldsAsia Vital Components (AVC)PrimaryMade abroadClaimed Source
Quick disconnectsFositekPrimaryTaiwanMade abroadClaimed SourceUQD mass production for GB300; supply tight
Quick disconnectsGlobal TekSecond sourceTaiwanMade abroadClaimed SourceGB300 UQD was in final development
Rack enclosureChenbroPrimaryTaiwanMade abroadClaimed SourceRack and chassis; listing not confirmation
Rack enclosureKing SlideSecond sourceTaiwanMade abroadClaimed SourceRails

US share

What Is Made in the US

  • Accelerator: TSMC (Arizona), TSMC Fab 21, Phoenix AZ. Some US volume.
  • Compute tray ODM: Wistron, Wistron D1, Fort Worth TX. Some US volume.
  • Compute tray ODM: Foxconn, Houston TX. US planned.
  • Rack integration: Supermicro, San Jose CA. Some US volume.

Record

Dataset Record

Dataset
Supplier ring for Nvidia GB300 NVL72: 52 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