AI Datacenter Supply Chain Map
NVIDIA · AMD · Google TPU — Unified Supplier Relationship Map
NVIDIA
Vera Rubin
Full Production
NVDA
·
·
GOOGLE
TPU v7
Ironwood
GOOGL
Sources: SemiAnalysis (Vera Rubin Extreme Co-Design, ISSCC 2026), NVIDIA Computex 2026/GTC/Q1 FY27, AMD/Google/Anthropic/OpenAI/Broadcom, TrendForce, Goldman Sachs (CPO + Optical), glass substrate research · Updated June 2026