USE OF NVDIA IN DATA CENTRES AND OF ACCESSORIES

USE OF NVDIA IN DATA CENTRES AND OF ACCESSORIES

NVIDIA (NVDA) operates in a complex ecosystem with numerous ancillary companies involved in various stages of its operations. Identifying all directly linked ancillary companies wouldn’t be feasible, but here are some key categories and examples to help you explore further:

1. Chip Manufacturers:

• Foundry Partners: These companies manufacture NVIDIA’s designed chips. Examples include:
  • TSMC (TSM): $102.29 (as of February 9, 2024)
  • Samsung Electronics (005930.KS): ₩61,900 (as of February 9, 2024)
• Packaging & Test Providers: These companies handle chip packaging and testing. Examples include:
  • Amkor Technology (AMKR): $34.92 (as of February 9, 2024)
  • ASE Technology Holding (2317.TW): NT$262.50 (as of February 9, 2024)

2. Technology Suppliers:

• Memory Providers: These companies supply memory chips used in NVIDIA’s products. Examples include:
  • Micron Technology (MU): $96.38 (as of February 9, 2024)
  • SK Hynix (000660.KS): ₩88,200 (as of February 9, 2024)
• Software Companies: These companies develop software tools and libraries used by NVIDIA. Examples include:
  • MathWorks (MATH): $179.02 (as of February 9, 2024)
  • Autodesk (ADSK): $340.23 (as of February 9, 2024)

3. End-Product Manufacturers:

• Gaming Hardware Companies: These companies build and sell gaming PCs and laptops with NVIDIA GPUs. Examples include:
  • Advanced Micro Devices (AMD): $89.82 (as of February 9, 2024)
  • Turtle Beach Corporation (HEAR): $1.41 (as of February 9, 2024)
• Data Center Companies: These companies use NVIDIA GPUs for AI and high-performance computing applications. Examples include:
  • Meta Platforms (META): $180.61 (as of February 9, 2024)
  • Microsoft (MSFT): $306.43 (as of February 9, 2024)

Ancillary Components for NVIDIA Datacenter Solutions:

Understanding the full ecosystem supporting NVIDIA’s datacenter solutions goes beyond chip manufacturers and involves various hardware and software components. Here’s a breakdown of some key categories and examples:

1. Hardware Components:

• Motherboards: Specialized server motherboards compatible with NVIDIA GPUs, ensuring proper communication and power delivery. Examples include:
  • Supermicro (SMCI): $76.61 (as of February 9, 2024)
  • Gigabyte Technology (2379.TW): NT$84.50 (as of February 9, 2024)
• Network Adapters: High-performance network adapters optimized for NVIDIA’s AI and HPC workloads. Examples include:
  • Mellanox Technologies (MLNX): Acquired by NVIDIA in 2019, now part of their networking solutions.
  • Intel Corporation (INTC): $55.85 (as of February 9, 2024)
• Storage Solutions: High-speed storage solutions to efficiently manage data alongside NVIDIA GPUs. Examples include:
  • Western Digital Corporation (WDC): $50.26 (as of February 9, 2024)
  • Seagate Technology Holdings PLC (STX): $79.80 (as of February 9, 2024)
• Cooling Solutions: Specialized cooling systems designed for the high heat generated by NVIDIA GPUs in datacenters. Examples include:
  • Delta Electronics (2308.TW): NT$359.00 (as of February 9, 2024)
  • Emerson Electric Company (EMR): $90.39 (as of February 9, 2024)

2. Software Components:

• Operating Systems: Specialized operating systems optimized for datacenter workloads and NVIDIA GPUs. Examples include:
  • Red Hat, Inc. (RHT): $901.92 (as of February 9, 2024)
  • Canonical Ltd. (Ubuntu): Open-source option gaining traction in datacenters.
• Management Software: Software tools for managing, monitoring, and optimizing NVIDIA GPU-powered datacenter infrastructure. Examples include:
  • NVIDIA Enterprise Management Suite: Suite of tools offered by NVIDIA itself.
  • Data Center Infrastructure Management (DCIM) solutions: From various vendors like VMware, BMC Software, etc.
• Deep Learning Frameworks: Software frameworks for developing and deploying AI applications on NVIDIA GPUs. Examples include:
  • NVIDIA TensorRT: Optimized for inference deployment.
  • PyTorch, TensorFlow: Popular open-source frameworks with NVIDIA support.

Remember: This list represents a starting point, and the specific components needed will depend on the specific datacenter application and desired performance/connectivity goals. Consider consulting with system integrators and technology experts for tailored recommendations.

By understanding these various ancillary components, you can gain a deeper insight into the complex ecosystem supporting NVIDIA’s datacenter solutions and make informed decisions regarding performance optimization and connectivity.

Insert the stock symbol and the stock prices where relevant in separate columns and rewrite the table

Components for a Datacenter with NVIDIA GPUs:

Category	Component	Example	Stock Symbol (if Publicly Traded)	Stock Price (as of Feb 9, 2024)
Hardware	Motherboard	Supermicro	SMCI	$76.61
		Gigabyte	2379.TW	NT$84.50
	Network Adapter	Mellanox (now NVIDIA)	–	–
		Intel	INTC	$55.85
	Storage Solution	Western Digital	WDC	$50.26
		Seagate Technology	STX	$79.80
	Cooling Solution	Delta Electronics	2308.TW	NT$359.00
		Emerson Electric	EMR	$90.39
	Power Supply Unit (PSU)	Various brands	–	–
	Cables & Connectors	Various brands	–	–
	Rack & Enclosure	Various brands	–	–
Software	Operating System	Red Hat	RHT	$901.92
		Ubuntu	–	Open source
	Management Software	NVIDIA Enterprise Suite	–	–
		DCIM solutions (VMware, BMC)	Various	Various
	Deep Learning Frameworks	NVIDIA TensorRT	–	–
		PyTorch	Open source	–
		TensorFlow	Open source	–
	Drivers & BIOS updates	NVIDIA	–	–
	Application Software	Specific to workload	Varies	Varies

Note:

• Prices for non-publicly traded companies or open-source software are not available.
• Consult with system integrators and technology experts for building an optimal and efficient datacenter solution.