Delta Electronics → Applied Digital
As of 2026-09-05, Delta Electronics is a tracked supplier of Applied Digital. Delta Electronics is a leader in AI & Data Center (headquartered in Taiwan); Applied Digital is a challenger in AI & Data Center (headquartered in United States). Delta Electronics has 45 tracked customers; Applied Digital has 7 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Delta Electronics (leader in AI & Data Center) is a tracked supplier of Applied Digital (challenger in AI & Data Center). Power supplies, cooling, and power management for data centers and EVs. AI data-center developer and GPU cloud (HPC hosting) provider. The edge is one of 7 tracked suppliers of Applied Digital and one of 45 tracked customers of Delta Electronics.
Source: derived from both company records and the counted edges.
Concentration / risk note
Delta Electronics is positioned as a leader in AI & Data Center, so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
Delta Electronics (supplier)
Power supplies, cooling, and power management for data centers and EVs.
Applied Digital (customer)
AI data-center developer and GPU cloud (HPC hosting) provider.
Other tracked suppliers of Applied Digital
Other tracked customers of Delta Electronics
Cite as: wafergraph, “Delta Electronics → Applied Digital — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/delta_electronics/applied_digital/ (data as of 2026-09-05).
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