According to SIA and Deloitte, a single AI server rack contains more than 4,500 packaged chips, made up of about 20,000 individual dies. Semiconductors account for more than 95% of a leading rack's content value.

Where the value sits

The AI accelerator accounts for more than 70% of the semiconductor value in the rack. The CPU adds 8% and the DPU 2%. Logic chips overall account for 65%, and logic and memory together for more than 85%. One rack is valued at $1.5–4 million, and a large data center can hold up to 10,000 racks.

Share of chip value in an AI server rack

Approximate % of semiconductor content value, single representative rack

Source: SIA & Deloitte, Powering AI (June 2026), PDF p. 33. AI accelerator is stated as "more than 70%".

Why this matters for investors

The breakdown explains why accelerator designers and makers of high-bandwidth memory (HBM) capture so much of the AI build-out, while power and networking chips are critical but individually low in value.

Limitations

The figures are based on one representative rack configuration, according to the report's own note to figure 16. The share for logic varies between 40% and 75% depending on the type of accelerator.

AW

For information and educational purposes only. This research is not personalized investment advice or a recommendation to buy or sell a security.