ZT Systems
ZT Systems was the quiet giant of US hyperscale AI rack design. The 2025 split sent the ~1,000-engineer design team to AMD and the factories plus the brand to Sanmina, under which NVIDIA system production restarts in late 2026. A vendor in transition: verify current capability directly rather than from its pre-split reputation.
- The split, precisely: AMD acquired ZT for $4.9B (closed March 2025), kept the ~1,000-engineer design business for AMD Instinct rack-scale systems, and divested manufacturing plus the ZT Systems brand to Sanmina (closed Oct 2025)
- 15+ year hyperscale ODM design pedigree: vanity-free servers for major clouds, Microsoft Project Olympus-based XPO line, early OCP Accelerator Module designs
- Designed the ACX200 GB200 NVL72-class rack (direct-to-chip liquid cooling) announced June 2024, pre-split
- Under Sanmina, NVIDIA next-gen system production for hyperscale and OEM customers is scheduled to start September 2026
| Model | Platform | Form factor | Cooling |
|---|---|---|---|
| ACX200 Grace Blackwell NVL72-class rack, announced June 2024 pre-split | GB200 NVL72 | rack-scale | DLC |
| XPO200 Microsoft Project Olympus-derived cloud server, historical design credit | PCIe | OCP rackmount | air |
- GB200 NVL72 rack integration lineage confirmed (ACX200, pre-acquisition)
- Under Sanmina, the ZT Systems brand continues NVIDIA GB200/Blackwell merchant work; the AMD-retained design arm is AMD-Instinct-focused
- Post-split NVIDIA partner-directory status TBD
- Secaucus, New Jersey (now Sanmina)
- Texas (now Sanmina)
- Netherlands (now Sanmina)
- Remains an active NVIDIA merchant vendor under Sanmina ownership, mid-ramp: AMD-based shipments dominate its book today, NVIDIA production restarts September 2026 with material revenue in fiscal 2027
- The design engineers AMD retained no longer use the ZT Systems name
- Hyperscale and OEM focused; not a channel vendor for small enterprise deals
Is ZT Systems an OEM, ODM or integrator for NVIDIA AI servers?
ZT Systems sits in the "Hyperscale design-manufacturers" tier of our index. The split, precisely: AMD acquired ZT for $4.9B (closed March 2025), kept the ~1,000-engineer design business for AMD Instinct rack-scale systems, and divested manufacturing plus the ZT Systems brand to Sanmina (closed Oct 2025)
Does ZT Systems design its NVIDIA servers in-house?
ZT Systems was the quiet giant of US hyperscale AI rack design. The 2025 split sent the ~1,000-engineer design team to AMD and the factories plus the brand to Sanmina, under which NVIDIA system production restarts in late 2026. A vendor in transition: verify current capability directly rather than from its pre-split reputation.
Which NVIDIA platforms does ZT Systems ship?
ZT Systems ships systems on GB200 NVL72, PCIe. The systems table on this page lists the specific models.
Where does ZT Systems manufacture its AI servers?
Secaucus, New Jersey (now Sanmina). Texas (now Sanmina). Netherlands (now Sanmina)