AI Infra Maps — Rack BOM Treemap and the AI Value Chain in One Place

AI Infra Maps

Two 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.

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A single rack, part by part — bigger area means bigger cost share. Toggle GB200 vs Vera Rubin.

$7.8M·Vera Rubin · next-gen (Q3 2026 shipment)

Area = rack BOM cost share · color = subsystem

Compute 53%

Memory 25.6%

Networking 9.2%

Power 2%

Cooling 1%

Chassis & substrate 5.6%

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.

Suppliers by subsystem

Compute (GPU + CPU)

Memory (HBM4 + LPDDR5X)

Networking (NVLink Switch · optical)

Power (PSU · distribution)

Cooling (liquid · CDU)

VertivLiquid cooling · CDU integration

Chassis · PCB · substrate · passives

Isu PetasysHigh-layer PCB specialist
Daeduck ElectronicsHigh-layer PCB (attractive on 27F)
Samsung Electro-MechanicsFCBGA substrate (Korea's direct competitor)
Samsung Electro-MechanicsMLCC 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.