Based on the image/slide provided from the NVIDIA keynote presentation, the NVIDIA DSX AI Factory Ecosystem consists of six distinct layers representing the end-to-end supply chain required to build and run massive accelerated computing centers.
The companies showcased across these layers—categorized from top to bottom—along with their website homepages, a simple description of their role in the ecosystem, and their primary stock codes (if publicly traded) include:
1. AI Clouds
These companies provide on-demand, specialized cloud computing infrastructure, heavily optimized for hosting and training large AI models.
CoreWeave
- Website: https://www.coreweave.com
- Description: A specialized cloud provider delivering massive scale, GPU-accelerated compute built specifically for AI and machine learning workloads.
- Stock Code: Private
Lambda (Lambda Labs)
- Website: https://www.lambdalabs.com
- Description: An AI cloud and hardware company offering deep learning GPU cloud instances, clusters, and workstations.
- Stock Code: Private
Nebius
- Website: https://www.nebius.com
- Description: An international technology company providing full-stack, AI-centric cloud infrastructure and GPU clusters.
- Stock Code: NASDAQ: NBIS
Indosat (Indosat Ooredoo Hutchison)
- Website: https://www.indosatooredoo.com
- Description: A major Indonesian telecommunications provider expanding aggressively into sovereign AI cloud infrastructure.
- Stock Code: IDX: ISAT
NAVER Cloud
- Website: https://www.ncloud.com
- Description: The cloud arm of South Korea’s internet giant NAVER, providing global AI and enterprise cloud services.
- Stock Code: KRX: 035420 (Parent company NAVER)
GMO Internet
- Website: https://www.gmo.jp
- Description: A Japanese internet services conglomerate building out high-performance GPU cloud infrastructures.
- Stock Code: TYO: 9449
YTL AI Cloud
- Website: https://www.ytl.com
- Description: The AI infrastructure division of Malaysia’s YTL Corporation, building massive, green energy-powered AI data centers.
- Stock Code: KLSE: YTL (Parent company)
Nscale
- Website: https://www.nscale.com
- Description: A specialized, vertically integrated GPU cloud provider targeting large-scale AI training and inference.
- Stock Code: Private
Mistral AI
- Website: https://www.mistral.ai
- Description: A leading European AI research company that develops open-weight LLMs and provides hosting/cloud API services.
- Stock Code: Private
Yotta (Yotta Data Services)
- Website: https://www.yotta.com
- Description: An Indian data center and cloud services provider building extensive NVIDIA-powered sovereign AI clouds.
- Stock Code: Private (Subsidiary of Hiranandani Group)
Other Notable Private/Niche Providers
- Firmus: https://www.firmus.co
- Sharon AI: https://www.sharonai.com
- GMI Cloud: https://www.gmicloud.com
- ResetData: https://www.resetdata.com.au
- Visionbay.ai: https://www.visionbay.ai
- IREN / Iris Energy: NASDAQ: IREN (ZREN)
2. AI Factory Software
This layer consists of specialized platforms that handle cluster orchestration, virtualization, bare-metal lifecycle provisioning, and AI workload optimizations.
Red Hat
- Website: https://www.redhat.com
- Description: An open-source enterprise software leader providing Red Hat Enterprise Linux and OpenShift to orchestrate containerized AI clusters.
- Stock Code: NYSE: IBM (Parent company)
Mirantis
- Website: https://www.mirantis.com
- Description: An enterprise cloud software company specializing in Kubernetes, OpenStack, and containerized infrastructure orchestration.
- Stock Code: Private
Weka (WekaIO)
- Website: https://www.weka.io
- Description: An AI-native data platform providing high-performance, ultra-low-latency storage software for data-heavy AI training pipeline management.
- Stock Code: Private
Phaidra
- Website: https://www.phaidra.ai
- Description: Develops AI-driven software to dynamically automate and optimize industrial control loops and cooling systems within data centers.
- Stock Code: Private
Vast Data
- Website: https://www.vastdata.com
- Description: An enterprise data platform company providing specialized, high-throughput network-attached storage software designed for AI architectures.
- Stock Code: Private
Other Orchestration & Automation Startups
- Oddn: https://www.oddn.ai
- EmeraldAI: (Website not available)
- Netris: https://www.netris.ai
- OpenNebula: https://www.opennebula.io
- Rafay: https://www.rafay.co
- Spectro Cloud: https://www.spectrocloud.com
- TrendAI: (Website not available)
3. Design and Construction
Engineering giants and architectural software providers that digitally simulate, plan, and build physical multi-megawatt AI facilities.
Jacobs
- Website: https://www.jacobs.com
- Description: A global engineering, professional services, and construction firm that designs large-scale, complex technology and data center infrastructures.
- Stock Code: NYSE: J
Siemens
- Website: https://www.siemens.com
- Description: A German industrial giant providing building automation software, digital twins, and simulation tech to design complex factory floors.
- Stock Code: XETRA: SIE / OTC: SIEGY
Cadence (Cadence Design Systems)
- Website: https://www.cadence.com
- Description: A leader in electronic systems design providing simulation tools and software for chip architectures and digital twin facility mapping.
- Stock Code: NASDAQ: CDNS
Dassault Systèmes
- Website: https://www.3ds.com
- Description: A French software company specialized in 3D design, digital mockups, and Product Lifecycle Management (PLM) software.
- Stock Code: EPA: DSY / OTC: DASTY
Procore
- Website: https://www.procore.com
- Description: A provider of cloud-based construction management software used to track and build high-tech physical facilities.
- Stock Code: NYSE: PCOR
PTC
- Website: https://www.ptc.com
- Description: A digital transformation software provider focusing on CAD, PLM, IoT, and Augmented Reality for industrial layouts.
- Stock Code: NASDAQ: PTC
Aveva
- Website: https://www.aveva.com
- Description: An industrial software leader supplying digital twin engineering and industrial data management tools.
- Stock Code: Private (Subsidiary of Schneider Electric)
Bechtel
- Website: https://www.bechtel.com
- Description: One of the world’s largest engineering and construction management firms building physical infrastructure.
- Stock Code: Private
ETAP
- Website: https://www.etap.com
- Description: An electrical engineering software company providing power management, simulation, and control tools for grids and facilities.
- Stock Code: Private (Subsidiary of Schneider Electric)
4. Energy and Cooling
Gigawatt-scale AI factories generate massive amounts of heat. These companies provide the power distribution, backup generation, and advanced liquid cooling technologies to keep systems alive.
Vertiv
- Website: https://www.vertiv.com
- Description: A global leader in critical digital infrastructure, specialized in power management and liquid-cooling solutions for dense GPU clusters.
- Stock Code: NYSE: VRT
Schneider Electric
- Website: https://www.se.com
- Description: A global energy management and automation giant supplying electrical gear, racks, and cooling loops to datacenters.
- Stock Code: EPA: SU / OTC: SBGSY
Caterpillar
- Website: https://www.caterpillar.com
- Description: A manufacturing titan providing heavy-duty diesel and natural gas backup generator sets for emergency data center power grids.
- Stock Code: NYSE: CAT
Eaton
- Website: https://www.eaton.com
- Description: An intelligent power management company providing critical power protection, UPS systems, and switchgears.
- Stock Code: NYSE: ETN
ABB
- Website: https://www.abb.com
- Description: A Swiss-Swedish multinational pioneering electrification, automation, and grid-connection hardware.
- Stock Code: SIX: ABBN / NYSE: ABB
GE Vernova
- Website: https://www.gevernova.com
- Description: An energy infrastructure spin-off from General Electric focusing on heavy-duty power generation, grid software, and transition utilities.
- Stock Code: NYSE: GEV
Hitachi
- Website: https://www.hitachi.com
- Description: A Japanese conglomerate specializing in digital systems, power transformers, grid management, and industrial green energy.
- Stock Code: TYO: 6501 / OTC: HTHIY
Mitsubishi Electric
- Website: https://www.mitsubishielectric.com
- Description: Provides advanced electrical equipment, cooling systems, power distribution devices, and backup systems.
- Stock Code: TYO: 6503 / OTC: MIELY
National Grid
- Website: https://www.nationalgrid.com
- Description: A multinational electricity and gas utility company operating transmission networks to power high-capacity industrial hubs.
- Stock Code: LSE: NG / NYSE: NGG
Trane Technologies
- Website: https://www.tranetechnologies.com
- Description: A global climate innovator providing highly efficient HVAC and industrial water chiller systems used for data center thermal dissipation.
- Stock Code: NYSE: TT
Delta Electronics
- Website: https://www.deltaww.com
- Description: A global provider of power switching supplies and thermal management components.
- Stock Code: TWSE: 2308
Engie
- Website: https://www.engie.com
- Description: A French multinational utility company providing large-scale renewable energy supply and grid-tied services.
- Stock Code: EPA: ENGI
Silicon Valley Power
- Website: https://www.siliconvalleypower.com
- Description: The municipal electric utility for Santa Clara, California, powering Silicon Valley’s dense technical footprint.
- Stock Code: Public/Municipal Utility
5. Infrastructure and Facilities
The global “landlords” and co-location operators of hyper-scale properties where AI server racks physically reside.
Digital Realty
- Website: https://www.digitalrealty.com
- Description: One of the world’s largest real estate investment trusts (REITs) dedicated to multi-tenant data center properties.
- Stock Code: NYSE: DLR
Equinix
- Website: https://www.equinix.com
- Description: A dominant global digital infrastructure and co-location provider managing hundreds of interconnected data centers.
- Stock Code: NASDAQ: EQIX
NTT (NTT Global Data Centers)
- Website: https://www.ntt.com
- Description: The data center arm of Japanese telecom giant NTT, operating expansive server real estate across the globe.
- Stock Code: TYO: 9432 / OTC: NTTYY (Parent company)
NextDC
- Website: https://www.nextdc.com
- Description: Australia’s leading independent data center operator specializing in dense hybrid cloud connectivity.
- Stock Code: ASX: NXT
Sify Technologies
- Website: https://www.sifytechnologies.com
- Description: An Indian ICT and infrastructure giant operating large network facilities across the Indian subcontinent.
- Stock Code: NASDAQ: SIFY
AirTrunk
- Website: https://www.airtrunk.com
- Description: A hyperscale data center developer dominating the Asia-Pacific region.
- Stock Code: Private
BDx (Big Data Exchange)
- Website: https://www.bdxconnect.com
- Description: A pan-Asian carrier-neutral data center and hybrid cloud platform provider.
- Stock Code: Private
ST Telemedia Global Data Centres (STGD)
- Website: https://www.sttelemediagdc.com
- Description: A fast-growing data center operator headquartered in Singapore with global hubs.
- Stock Code: Private
Other Regional/Boutique Operators
- CQC (Chayora): https://www.chayora.com
- C3Square: https://www.c3square.com
- DayOne: https://www.dayone.io
- Digital Edge: https://www.digitaledge1.com
- Princeton Digital Group: https://www.princetondg.com
6. Compute Systems
The Original Equipment Manufacturers (OEMs) and Original Design Manufacturers (ODMs) that physically manufacture the server boxes, system clusters, and hardware assemblies containing NVIDIA GPUs.
Dell Technologies
- Website: https://www.dell.com
- Description: A titan in enterprise hardware, assembling and deploying large-scale custom server networks.
- Stock Code: NYSE: DELL
HPE (Hewlett Packard Enterprise)
- Website: https://www.hpe.com
- Description: A dominant enterprise IT company provisioning custom high-performance supercomputing clusters.
- Stock Code: NYSE: HPE
Foxconn (Hon Hai Precision Industry)
- Website: https://www.foxconn.com
- Description: The world’s largest electronics contract manufacturer, fabricating complex node structures and components for tech companies.
- Stock Code: TWSE: 2317 / OTC: HNHPF
Lenovo
- Website: https://www.lenovo.com
- Description: A global technology device and enterprise server infrastructure provider.
- Stock Code: HKG: 0992 / OTC: LNVGY
Asus (ASUSTeK Computer Inc.)
- Website: https://www.asus.com
- Description: A Taiwanese computer hardware giant building high-end components, server motherboards, and systems.
- Stock Code: TWSE: 2357
Gigabyte (Gigabyte Technology)
- Website: https://www.gigabyte.com
- Description: A major manufacturer of high-performance enterprise server boards optimized for density.
- Stock Code: TWSE: 2376
Pegatron
- Website: https://www.pegatroncorp.com
- Description: An electronic manufacturing services (EMS) provider manufacturing high-volume IT infrastructure.
- Stock Code: TWSE: 4938
Wistron / Wiwynn
- Website: https://www.wistron.com / https://www.wiwynn.com
- Description: Major Taiwanese ODMs that engineer high-density rack systems and cloud servers for hyperscale clients.
- Stock Code: TWSE: 3231 (Wistron) / TWSE: 6669 (Wiwynn)
QCT (Quanta Computer)
- Website: https://www.qct.io
- Description: A global datacenter cloud hardware provider operating under its parent corporation, Quanta.
- Stock Code: TWSE: 2382 (Parent Quanta Computer)
Supermicro (Super Micro Computer, Inc.)
- Website: https://www.supermicro.com
- Description: A prominent provider of high-efficiency, high-density total IT application-optimized cluster server arrays.
- Stock Code: NASDAQ: SMCI
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