GPU Rack Build & Deliver Value Stream Map

End-to-End Process & Systems Architecture — CSGO Cloud Logistics
7-8wk
BO Lead Time
P50≤29d
GPU BO CT
~28 PIDs
Per GPU BO-Line
1-2d
FSL→DC SLA
5 SIs
19 Factories
Value Stream Map
Systems & Signals
GPU Specifics
Reference
Legend
Physical move
System signal
Cycle time
Inventory buffer
GPU-specific
System
1
Plan
Demand & BO Pipeline
2
Source
Material Procurement
3
Build
SI Factory Production
4
Fulfill
Allocation & Routing
5
Ship
Freight & Transit
6
Receive & Live
DC Dock → Deploy
📊
SCOP / Planning
Demand forecasting
BO creation pipeline
1
Build Envelope
Monthly PFAM forecast from SCOP. 4-month rolling horizon.
IBPSAP
2
Build Plan
Weekly MSF+factory forecast. Most granular planning signal.
IBP Sc3
WEEKLY
3
BO Pipeline
BOM explosion → Math Table → Recipe → Build Alignment → BO Release (Wed EOD)
OnePDMRecipe
7-8 WK LEAD
4
BO Release (GPU)
GPU BO lead time 7-8 weeks (vs 4wk standard). ~28 PIDs per BO-line.
GPUStratus
BO Pipeline
~1 week
Wed cycle
📦
Sourcing / Hubs
Arrow · DSV/DBS · WWT
T2 component supply
5
Hub Inventory
Arrow (CPU/SSD/FPGA/DIMM), DSV (structural), WWT (TOR switches)
ArrowDSVWWT
6
SI Places PO
SI runs MRP on BO receipt, places POs to hubs/T2. Pull-based.
DDEX PO
7
Material Ships to SI
Hub outbound → SI factory. MMF for Arrow/DSV; SI-managed for WWT.
MMFShipmentLine
Hub OB Transit
1-5 days
Lane dependent
🏭
SI Factory
Ingrasys · Wiwynn
Lenovo · Quanta · ZT
2 BIZ DAYS
8
BO Accept
SI accepts BO within 2 biz days. Commits within 7 days.
BORStratus
9
CTB Check
Clear-to-Build: daily material readiness per PID via Stratus.
CTBGate
PRODUCTION
10
Rack Assembly
Physical rack build. GPU: liquid cooling lines distinct from air-cooled.
WIPGPU Line
11
Test (BSL)
Boot Strap Lite — hardware validation test package.
BSL
12
FG Ready
Finished goods. RSN assigned. Genealogy/BOM uploaded.
BOR FGRSN
GPU Production CT
P50≤12d P90≤15d
QBR target
📋
SCOM / OFM
Order Fulfillment
IFS · JCAB · Dates
13
IFS Allocation
GPU reserved immediately upon allocation. DC ETA auto-set.
GPUIFS
14
Date Governance
PDD → CDD → DC ETA → CTD ETA hierarchy. JCAB approvals.
SOBJCAB
15
Route Decision
FSL (~30%) vs Direct (~70%). OFM human-in-loop. Ship PO or STO created.
Ship POSTO
🚚
TMC / RMS
Managed Freight
MMF · Navisphere
16
Book Carrier
TMC assigns carrier, schedules pickup. All FSL freight = MMF.
Navisphere
1-2 DAYS (FSL)
17
Transit
FSL→DC: 1-2d (93% US). Direct: 5-7d. Cross-border: 3-5d.
In-Transit
Transit SLA
1-7 days
Route dependent
🏢
FSL / 3PL
DSV/DBS
Cherry Valley · Venlo
18
Receive & Store
FIFO storage. US: 3,300 pos. EMEA: 2,260 pos. DW only. Min 20 racks/SKU.
WMSFIFO
24 HRS
19
Pick & Stage
DC calls → DSV picks per Ship PO. OBD ≥1d prior.
OBDLoad
🏗
Data Center
CO+I · DC Ops
150+ Global DCs
20
Dock & GR
Goods receipt. FG → MS books. Asset settlement. Invoice.
GRSAP ECC
21
Install & Live
Rack deployed. W2L complete. RSN lifecycle finalized.
W2LLive
GPU BO CT (E2E)
P50≤29d P90≤36d
QBR threshold

🔌 Build Pillar Signal Chain

SignalFromToSystemTrigger
BE (forecast)SCOPSIsSAP IBPMonthly
BP (weekly plan)SCOPSIsIBP Sc3Weekly
BO (build order)SCOPSIsStratus / B2BWed EOD PST
BOR Accept/CommitSIMSFTStratus / B2B2d / 7d SLA
CTB (material ready)SIMSFTStratusDaily per factory
BOR ProgressSIMSFTStratusDaily upload (3pm PST cutoff)
RSN + GenealogySIMSFTSAP CS / StratusOn FG Ready

🚚 Deliver Pillar Signal Chain

SignalFromToSystemTrigger
Ship PO / STOMSFTSI + TMCSAP ECC / UOSDC calls (RDD)
Load PlanTMCMSFT + SINavisphere / LSDOOn Ship PO
OBDSI / DBSMSFTSupplier Collab GWOn Load Plan
ASN (+ RSN)SI / DBSMSFT → SAP (PGI)Unified Shipment SvcOn ship
MilestonesTMCMSFTNavisphere → StratusIn-transit
GR (Goods Receipt)DC Ops (GDCO)MSFT → SAP → SIGR Service → ECCOn DC receipt
Invoice + PaymentSAP ECCSIMS-Invoice / VertexOn GR

⚙️ Key Systems Across Build & Deliver

PLANNING & DEMAND
  • SAP IBP — demand/supply planning
  • OnePDM — BOM explosion (MSF→MSPN)
  • Recipe Engine — ~183 rule validation
  • Math Table — demand × supply intermediate
  • Stratus — SI collaboration portal
EXECUTION & TRACKING
  • SAP ECC — P2P, inventory, financials
  • KeyStone — Azure SQL data warehouse
  • SAP CS — serialization lifecycle
  • UOS — Unified Order Service
  • OSS — Order Status Service
LOGISTICS & FULFILLMENT
  • Navisphere — TMC/RMS TMS
  • IFS — Intelligent Fulfillment System
  • DBS WMS — FSL warehouse mgmt
  • LSDO — logistics signal dispatch
  • Server Open Book — demand-supply solve

⚡ GPU vs Standard — Key Differences

DimensionStandard (Compute/Storage)GPU
BO Lead Time4 weeks target7-8 weeks
Production CT (QBR)P50≤8d, P90≤11dP50≤12d, P90≤15d (+4d)
BO CT (QBR)P50≤22d, P90≤29dP50≤29d, P90≤36d (+7d)
PIDs per BO-line~1-5~28 (dedup critical)
DC ETA Auto-SetOn Reserved/LockedImmediately on allocation
Factory LinesAir-cooled standardLiquid-cooled distinct lines
CT SLA Program28d stretch / 35d standardSeparate GPU timeline
PFAM FilterStandard patterns%GPU_COMPUTE-GB% (not %GB%)
FG Date ColumnFinishedGoodsETADate (partial)ProductionETADate (FG* = 0%)
DeliveryStandard truckWhite glove for GB300/Callan

🔥 GPU PFAM Identification

  • GPU patterns: %GPU%, %ND-%, %HPC%
  • GB GPU filter: Use %GPU_COMPUTE-GB% NOT %GB% (catches Delta CDUs)
  • Cooling/Liquid PFAMs: AZURE_COOLING_LIQUID1* = Delta CDUs (non-managed SI, excluded from dashboards)
  • Ingrasys liquid cooling: Uses L10-* prefix for liquid cooling operations
  • Delta: CDU manufacturer, ~10K racks/qtr FY26, DELTA-TW/TX factories

📈 GPU QBR Scoring Thresholds

KPI5 (Best)4321 (Worst)
Production CTP50≤12d P90≤15d≤14d/17d≤16d/19d≤18d/21d>18d/21d
BO CTP50≤29d P90≤36d≤32d/39d≤35d/42d≤38d/45d>38d/45d

⚠️ GPU Anti-Patterns & Critical Rules

NEVER DO
  • Use BO-line grain for GPU rack counts (97% undercount)
  • Use FinishedGoodsETADate for GPU (0% populated)
  • Filter %GB% instead of %GPU_COMPUTE-GB%
  • Mix GPU into standard CT headline P50/P90
  • Use averages for cycle time (always P50/P90)
ALWAYS DO
  • Dedup BOR to PID grain (ProductionId) for rack counts
  • Use ProductionETADate / ProductionCompleteDate
  • Separate GPU and Standard CT thresholds
  • Break out liquid-cooled vs air-cooled factory capacity
  • Apply all 3 CT population filters (ScheduleLineType + LifecycleStatus + OrderLineStatus)
GPU-SPECIFIC FLOWS
  • White glove delivery for GB300/Callan (ATC last-mile)
  • Liquid cooling lines = distinct factory bottleneck
  • Insurance coverage for GPU components at Arrow
  • Reserved immediately on allocation (no horizon wait)
  • ~28 PIDs per BO-line (PID = 1 rack)

📖 BCL Source Domains

DomainCoversVersion
bo-cycle-timeE2E CT phases, P50/P90, CT reductionv1.17.0
build-viewBuild lifecycle, pending metrics, BSL/CTSv1.6.1
signals-demandBO/BE/BP, release cadence, lead timesv2.9.0
signals-responseBOR/CTB, variation codes, RSN validationv2.13.0
planningSCOP pipeline, Math Table, Recipe, Build Alignmentv1.5.1
supply-chain-freightMMF, lane SLAs, RSD, trade compliancev1.7.0
supply-chain-sourcingHubs (Arrow/DSV/WWT), T2, VMIv1.4.0
order-fulfillmentOFM, JCAB, date governance, W2L, FFPv1.0.0
factory-capacityBuild/receiving/storage capacity, GPU linesv1.0.0
keystone-cached-tablesCI data model, GPU FG date gapv1.5.0
identifiersPFAM taxonomy, GPU filter rulesv1.3.0
qbr-si-performanceQBR scoring, GPU CT thresholdsv1.1.0

📑 Key Abbreviations

BO — Build Order
BE — Build Envelope
BP — Build Plan
BOR — Build Order Response
CTB — Clear to Build
PID — Production ID (1 rack)
RSN — Rack Serial Number
BSL — Boot Strap Lite (test)
FG — Finished Goods
SI — System Integrator
PFAM — Product Family
MSF — MSF Configuration
MSPN — MS Part Number
CT — Cycle Time
P50/P90 — Median / 90th pctl
OFM — Order Fulfillment Mgr
JCAB — Joint Change Advisory Board
PDD — Planned Dock Date
CDD — Coordinated Dock Date
DC ETA — DC Estimated Arrival
W2L — Warehouse to Live
FSL — Forward Stocking Location
STO — Stock Transfer Order
MMF — MS Managed Freight
TMC — Transport Mgmt (RMS)
IFS — Intelligent Fulfillment
GR — Goods Receipt
ASN — Adv. Shipment Notice
OBD — Outbound Delivery
CDU — Cooling Distribution Unit
Source: CSGO Business Context Layer (BCL v5.91) — 12 domains | BCL Interview (Aaron Bowman, May 2026) | For Antonio Amato — GPU Build & Deliver Analysis | MICROSOFT CONFIDENTIAL