Where it fits in an AI server rack
Sells the Lenovo NVIDIA GB300 NVL72, a turnkey rack of 72 Blackwell Ultra GPUs and 36 Grace CPUs, about 90% liquid-cooled, in a 48U MGX rack (600 × 1,068 × 2,294 mm, W × D × H) with six or eight 33 kW power shelves feeding a 50 V, 1,400 A busbar (Lenovo Press, Aug 30, 2026). NVIDIA names Lenovo among Blackwell Ultra server makers.
What the evidence establishes
AI-rack evidenceDisclosed: Lenovo’s product guide describes the GB300 NVL72 rack it sells, including its rack, power and cooling configuration.
An explicit AI-server or AI-rack product, design-in, supply role, program, reference design or partnership, such as a part named for rack-scale AI systems or a product sold for AI data centers. For a rack builder, it means the company’s own AI servers or racks. This does not establish revenue, market share, volumes or future sourcing.
Listed as a rack builder for its own AI servers and racks, not as a supplier of the parts inside.
| Component role | Lenovo NVIDIA GB300 NVL72 rack-scale system |
|---|---|
| Evidence | Disclosed: Lenovo’s product guide describes the GB300 NVL72 rack it sells, including its rack, power and cooling configuration. |
| How we know | Disclosed The company’s own filing, release, annual report, product page or investor record describes the AI-server or AI-rack role. Where customers are unnamed, the listing says so. |
| Primary source | Lenovo Group — supporting disclosure Company or official disclosure; vendor claims are attributed to their source. |
| Checked | . This is the research review date, not the source publication or quote time. |
Keep in perspective
Lenovo’s guide lists Delta and Lite-On as PSU options and leaves CDUs and leak detection to options, so Lenovo is not mapped to those parts. Rack-scale revenue is not broken out in our sources.
Diversified business exposure. This describes the breadth or role of the business; it is not an investment rating. An AI-server product, design-in or partnership does not by itself establish material AI-rack revenue, market share, or future returns.
Connections to the assembly
This company is mapped at sector level. The reviewed evidence does not establish a direct match to a specific illustrated part. Explore rack builders & platforms for the broader relationship.
Related research
Companies with overlapping sector exposure. Their products and evidence may differ; this is not a list of equivalent investments.
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