Who Powers Nvidia's AI Factories? $GEV, $ETN, $VRT, $DLR

The AI revolution extends far beyond GPUs. Nvidia's AI Factory ecosystem spans cloud providers, energy suppliers, data center operators, infrastructure builders, and server manufacturers—all working together to power the next generation of AI at scale.

Nvidia's AI Factory Ecosystem

AI Clouds: $CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ $IREN Ltd(IREN)$

AI Factory Software: $IBM(IBM)$ $Red Hat(RHT)$

Design and Construction: $Cadence Design(CDNS)$ $Jacobs Engineering(J)$ $Procore Technologies(PCOR)$ $PTC Inc(PTC)$ $Siemens AG(SIEGY)$ $Schneider Electric SE(SBGSF)$ $Dassault Systemes SA(DASTF)$

Energy and Cooling: $Vertiv Holdings LLC(VRT)$ $GE Vernova Inc.(GEV)$ $Trane Technologies PLC(TT)$ $ABB Ltd.(ABBNY)$ $Caterpillar(CAT)$ $Eaton Corp PLC(ETN)$ $Schneider Electric SE(SBGSF)$ $ENGIE SA(ENGIY)$ $Delta Electronics, Inc.(DLELY)$ $Hitachi Ltd.(HTHIF)$ $Mitsubishi Electric Corp.(MIELF)$

Infrastructure and Facilities: $Digital Realty Trust Inc(DLR)$ $Equinix(EQIX)$ $Sify(SIFY)$

Compute Systems: $Dell Technologies Inc.(DELL)$ $Hewlett Packard Enterprise(HPE)$ $SUPER MICRO COMPUTER INC(SMCI)$

ASUS

Foxconn

Gigabyte

Lenovo

Pegatron

QCT

Wistron

Wiwynn

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