Sanmina

Where it fits in an AI server rack

Completed the purchase of ZT Systems’ data-center infrastructure manufacturing business from AMD on Oct 27, 2025 (New Jersey, Texas and the Netherlands) and became AMD’s preferred U.S. NPI manufacturing partner for AI rack and cluster-scale systems. In the quarter to June 27, 2026, sales to communications networks and cloud and AI infrastructure were $2.15 billion, up 173%, of $3.46 billion in total (10-Q).

What the evidence establishes

Disclosed: Sanmina’s 10-Q and closing release describe the ZT Systems acquisition, the AMD NPI role and end-market sales.

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.

Keep in perspective

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.