Finished goods
Every product in the graph, with the depth of its bill of material and how many parts have no qualified second source.
| Product | Category | Unit price | Annual units | BOM parts | Sole-sourced | Annual revenue | |
|---|---|---|---|---|---|---|---|
| HGX H100 8-GPU ServerNVD-AI-HGX100 | AI SystemNVIDIA | $320,000 | 61K | 10 | High8/10 parts | $19.5B | |
| GB200 NVL72 Rack SystemNVD-AI-NVL72 | AI SystemNVIDIA | $3,100,000 | 4.2K | 12 | High10/12 parts | $13B | |
| MI300X 8-GPU Server PlatformAMD-AI-MI300X | AI SystemAMD | $295,000 | 27K | 10 |
| High8/10 parts |
| $8B |
| TPU v5p Pod NodeGO-AI-TPUV5P | AI SystemGoogle | $240,000 | 33K | 10 | High8/10 parts | $7.9B |
| Trainium2 UltraServerAMZ-AI-TRN2 | AI SystemAmazon Web Services | $410,000 | 12K | 10 | High8/10 parts | $4.9B |