AI INFRA MAP
NVIDIA rack BOM treemap and the 9-layer AI value chain on one boardTwo AI infrastructure maps under one category. Rack BOM decomposes a single NVIDIA AI server rack by component cost share as a treemap; Value Chain shows the 9 layers of AI infrastructure as a tiered flow. Switch views with the tabs below.
This is the money that buys the rack. Component demand across the BOM and value chain below starts from these four datacenter budgets.
Amazon
$126B
Alphabet
$91.2B
Meta
$70.6B
Microsoft · FY
$65.9B
COMBINED
$353B
FY2025 capex consensus estimates (USD). Microsoft is fiscal-year based (FY2025, ending Jun 2025); the other three are calendar 2025.
Area = rack BOM cost share · color = subsystem
Source: VR200 NVL72 rack per-component costs from the 'Vera Rubin BOM Revision' report (Morgan Stanley Apr 2026 estimates, reported by Wccftech / Tom's Hardware May 2026). Rack total $7,803,148.
- SK HynixREV 4Q$68.3B+41%~2025.12HBM4 #1 (est. ~55% of NVIDIA supply)
- Samsung ElectronicsREV 4Q$235B+6%~2025.12HBM4 dual supply (est. ~30%)
- MicronREV 4Q$37.4B+49%~2025.08HBM4 follower (est. ~15%)
- Samsung ElectronicsREV 4Q$235B+6%~2025.12LPDDR5X SOCAMM2 edge (est. ~50% of NVIDIA)
- SK HynixREV 4Q$68.3B+41%~2025.12LPDDR5X supply
- MicronREV 4Q$37.4B+49%~2025.08LPDDR5X supply
- Isu PetasysREV 4Q$766M+25%~2025.12High-layer PCB specialist
- Daeduck ElectronicsREV 4Q$750M+15%~2025.12High-layer PCB (attractive on 27F)
- Samsung Electro-MechanicsREV 4Q$8.0B+5%~2025.12FCBGA substrate (Korea's direct competitor)
- Samsung Electro-MechanicsREV 4Q$8.0B+5%~2025.12MLCC global #2-3
For informational purposes only; not a solicitation to buy or sell. Treemap area / bubble size reflects BOM cost share or Haelangdal conviction and is unrelated to market capitalization.