Super MicroSMCI

Super Micro's rapid AI-server growth converts almost directly into demand for GPUs, accelerators and memory.

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Theme · AI server build

Where the cash goes~$21B / yr · FY2025

Cost of goods (suppliers)$20B

R&D$0.5B

Money flows left → right · hover a node · click to open the stock.AI AcceleratorsMemoryPower & Cooling

Most exposed to SMCI's spend

NvidiaNVDACurated
GPUs dominate the cost of its flagship AI systems.
AI Accelerators
MicronMUCurated
Memory and storage content.
Memory
AMDAMDCurated
MI-series accelerators and EPYC CPUs.
AI Accelerators
VertivVRTCurated
Liquid-cooling for dense AI racks.
Power & Cooling

Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.