NVIDIA DSX AI Data Center / variant
Factory-built prefabricated DSX module concept: modular power, cooling, and high-density IT-rack blocks inspired by Vertiv OneCore Rubin DSX and Flex DSX prefabricated modular solutions. Flex cites up to 30% faster deployment from factory-integrated power, compute, cooling, and 800 VDC power-rack architecture. [6][7]
區間 + 信心水準 + 來源；不同分析師、不同時點的預估會並列。
每行 = 單一機台的零組件 slot。share % 是該供應商在此 component 的估計份額。
GPU / CPU dies — the headline silicon.
Factory-integrated IT rack payload for DSX AI factories. Flex says its prefabricated modular solutions integrate power, compute, and cooling, while NVIDIA lists DSX-ready systems from major OEM/ODM builders. [5][7]
Cold plate, CDU, hoses, manifolds.
Factory-integrated cooling plant / thermal module for a DSX prefab block. Vertiv describes OneCore Rubin DSX as spanning power, cooling, controls, and lifecycle services; Trane is optimizing thermal management for gigawatt-scale AI factories. [3][6]
PSUs, busbars, BBU.
Prefabricated power conversion and distribution module. Flex describes support for migration to 800 VDC power and an 800 VDC Power Rack for the Vera Rubin platform with disaggregated power components outside the IT rack. [7]
NICs, switches, cables, CPO modules.
Operations layer integrating compute, network, energy, power, cooling-plant, IT/OT, and operations-system signals for DSX AI factories. [1][5]
Rack, sleds, trays, brackets, heatsink fins.
Factory-built modular enclosure / building bay. Flex says factory-built modular systems reduce on-site complexity and can enable up to 30% faster deployment. Vertiv describes standardized 12.5 MW infrastructure blocks for OneCore Rubin DSX. [6][7]
