Who supplies NVIDIA?
NVIDIA’s filing names TSMC and Samsung for wafers, and SK hynix, Micron and Samsung for memory. Supplier names alone do not reveal purchase volumes.
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Which AMD deployments are live?
AWS announced Hpc8a CPU instances as available in Ohio and Stockholm. This evidence does not establish Instinct GPU deployments.
Where are AI infrastructure bottlenecks?
Micron reports HBM4 production; Vertiv’s GB200 blueprint combines power and cooling. These milestones do not establish a measured shortage or a completed deployment.
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Each deep-dive cites primary sources and separates what has shipped from what is only announced. All research deep-dives →
NVIDIA’s AI ecosystem
Across chips, networking, systems, CUDA and cloud: separate shipped Blackwell capacity from announced Vera Rubin plans.
Source highlights: TSMC → NVIDIA · Wafers; disclosed CoWoS use · Micron → NVIDIA · HBM4 for Vera Rubin · CoreWeave · Multi-rack Vera Rubin cluster. Sources reviewed: .
Read the research and sources →AMD’s AI ecosystem
Separate CPU cloud adoption, GPU product integration and rack plans.
Source highlights: TSMC → AMD · Wafer supplier · Micron → AMD · Memory integration · AWS · EPYC cloud adoption. Sources reviewed: .
Read the research and sources →