GB200 & GB200A Component & Supply Chain Model

Dylan Patel
Jul 16, 2024
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The SemiAnalysis GB200 Component & Supply Chain BoM Model details the components within a GB200 NVL72/NVL36 and GB200A NVL36 system as well as the different customized SKUs. We provide pricing and quantity of each component, which differs depending on the GB200 SKU. We also map out the supplier landscape for each component. The quantity of components and BoM costs for each GB200 SKU differ drastically.

Moreover, our SemiAnalysis AI Accelerator Model breaks down the shipment volume of these different GB200 SKUs by quarter including customized variants to various clouds. Combining the two models can provide the GB200 TAM and the GB200 contribution of various upstream components to each supplier. Pricing is $10,000 for firms not subscribed to the AI Accelerator Model. Subscribers to the Accelerator Model will receive a discount.

The SemiAnalysis GB200 Component & Supply Chain BoM Model incorporates the below content and analysis:

  • Bianca board

    • B200 GPU

    • Grace CPU

    • Connect-X 7/Connect-X 8

  • NVLink networking components

    • NVSwitch board & ASIC

    • Nvlink backplane connector

    • SkewClear EXD gen 2 cable

    • UltraPass connectors

    • Flyover cable to OSFP cage

    • 1.6T Twin Port OSFP LinkX NVLink5 ACC cable + assembly

    • ACC chips

  • Non-NVLink networking components

    • Bluefield-3 DPU

    • Custom NIC

    • Transceiver

    • DSP

    • Single mode optics

    • Multi mode optics

    • ACC chip

    • DAC/ACC cable assembly

  • Liquid cooling components

    • Intergrated heat spreader

    • Cold plate

    • Inner manifold (CDM)

    • Fans

    • Quick disconnect (QD)

    • Rack manifold

    • L2A CDU

    • L2L CDU

  • Compute tray connector and cable content

    • CMOS battery + connector

    • 8 pin fan power + management connector & cable

    • MCIO PCIe x16 connector & cable

    • SimSas PCIe x8 connector

    • PCIe x4 cable to storage

    • SimSAS PCIe to BMC port cable

    • Grace to Grace C2C connector & cable

    • DensiLink OverPass to OSFP cage

    • Mirror mezz connectors set

    • Sideband signal connector & cable

    • Front panel management cable + port (USB, RJ45, etc)

  • PCB, substrate, CCL, and glass fiber cloth content

    • Bianca board

    • NVSwitch board

    • Peripheral board

    • B200 GPU ABF Substrate

    • Grace CPU ABF Substrate

  • Power supply components

    • Power shelf

    • Busbar

    • Busbar connector

    • VRM content

  • Mechanical components

    • Chasis

    • Railkit

  • BMC content

    • DPU

    • HMC

    • DC-SCM

    • Switch Tray

  • OEM & ODM Mapping

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