Companies in AI Servers & Rack-Scale Systems
6 active companies tracked.
L5
Celestica
EMS / ODM whitebox networking supplier. Hyperscaler 400G / 800G switch builds — direct sole-source disclosed in earnings. AI-driven networking revenue the named growth segment 2024-2026.
L5
Dell Technologies
AI server + rack-scale systems (PowerEdge XE / GB200 NVL72 integrator).
L5
Flex
Contract manufacturing — AI server + datacenter power/rack integration.
L5
HPE
Slingshot fabric (from Cray HPE acquisition) — Ethernet-based HPC fabric for exascale supercomputers. AI-supercomputer wins (El Capitan, Frontier) the named credibility anchor.
L5
Jabil
Contract manufacturing / rack-scale AI hardware integration.
L5
Super Micro Computer
AI server and rack systems — high-density GPU servers and liquid-cooled, rack-scale systems for AI clusters.