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The AI Datacenter Supply Chain

The GPU is the product. The bottleneck migrates.

hover the cross-section · click to pin a layer
Datacenter Cross-Section — chip shown magnified
GRID XFMR GEN GEN SWITCH GPU ×72 PSU CDU WAFER HBM HBM DIE CoWoS CHILLERS CDU ROW DCI HYPERSCALER NEOCLOUD AI LAB Power Shell Interconnect Silicon Memory Package Fab Cooling Power Train Racks Tenants