Quanta Computer ranks 65 on the AI Infra 100 with a score of 88; Supermicro ranks 77 with 86. Quanta Computer is ahead on technology, positioning and firepower. Supermicro is ahead on deployment and leverage. Level on production, commercials and progress. Quanta Computer is based in Taoyuan, Taiwan, Supermicro in San Jose, United States. Quanta Computer is named in 13 signals and Supermicro in 52.
Quanta manufactures AI servers and, through QCT, supplies integrated GPU, CPU, inference and storage racks for AI data centers.
Darker bar: ahead of the other company on that measure.
Quanta Computer is a publicly listed Taiwanese ODM whose QCT arm designs, manufactures, integrates and services AI servers, storage, networking and full rack-scale systems for hyperscale and enterprise infrastructure. Quanta reported NT$2.12 trillion of consolidated revenue in 2025, with server activity contributing roughly 70% of sales, and QCT showcased NVIDIA Vera Rubin, Groq, BlueField-4 storage and Spectrum-6 rack systems at Computex on Jun-26. Its ecosystem reach includes NVIDIA, AMD, Arm, Oracle, Corning, LITEON, Dassault Systèmes and Techman Robot; the open question is whether rapid AI-server growth can translate into durable margins as memory costs and hyperscaler concentration increase.
13 signals name Quanta Computer.
20 facts on file.
Supermicro designs and sells AI servers, rack-scale systems and AI data-center infrastructure, including Blackwell Ultra systems and SquadRack designs.
Darker bar: ahead of the other company on that measure.
The fastest-moving rack-scale AI server integrator (liquid-cooled Nvidia and AMD racks, Data Center Building Block Solutions), selling to neoclouds, sovereigns and enterprises; thin margins, huge order book.
52 signals name Supermicro.
13 facts on file.
Quanta Computer ranks 65 on the AI Infra 100 with a score of 88; Supermicro ranks 77 with 86. Quanta Computer is ahead on technology, positioning and firepower. Supermicro is ahead on deployment and leverage. Level on production, commercials and progress. Quanta Computer is based in Taoyuan, Taiwan, Supermicro in San Jose, United States. Quanta Computer is named in 13 signals and Supermicro in 52.
Quanta Computer ranks 65 on the AI Infra 100 with a score of 88; Supermicro ranks 77 with 86. Quanta Computer is ahead on technology, positioning and firepower. Supermicro is ahead on deployment and leverage. Level on production, commercials and progress. Quanta Computer is based in Taoyuan, Taiwan, Supermicro in San Jose, United States. Quanta Computer is named in 13 signals and Supermicro in 52. Both company files carry the scores on eight measures, the facts with sources and the latest signals.
Members see every signal and fact behind both companies, the live ranking, the questions the signals answer and the week explained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →