Portfolio Performance
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Portfolio Analysis
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Market Condition
Market Study
GB300 → VR200 — Supplier Value Analysis
Performance Statistics
Position Contribution Ranking
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Position Contribution Ranking
The shift from NVIDIA's GB300 (Grace Blackwell) to the VR200 (Vera Rubin) platform represents a step-change in per-rack system cost, with total supplier content growing roughly 2.6× per deployed unit. This study maps estimated dollar value embedded in each supplier's components across both generations, highlighting where revenue pools expand, contract, or emerge entirely new. Memory dominates the absolute gain — HBM4 and SOCAMM2 content for primary suppliers roughly quadruples to quintuples per system — while a new Vera CPU, PCIe Gen6 storage, and expanded liquid-cooling infrastructure create revenue lines with no GB300 baseline. The largest relative upside tends to cluster in suppliers whose GB300 exposure was modest but whose VR200 content grows disproportionately — a dynamic visible across memory, silicon packaging, and thermal management. Entries marked New had zero GB300 revenue; the Gain Ratio column shows dollar gain as a multiple of GB300 content value for all others.
Trend + Vol Overlay · target gross exposure
Market Condition · factor breakdown
Today's Risk · intraday signals
5-Day Risk · multi-day signals
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