JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and componentry — Jensen’s master plan of vertical integration will boost profits, purportedly starting with Vera Rubin

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The launch of Nvidia’s Vera Rubin platform for AI and HPC next year could mark significant changes in the AI hardware supply chain as Nvidia plans to ship its partners fully assembled Level-10 (L10) VR200 compute trays with all compute hardware, cooling systems, and interfaces pre-installed, according to J.P. Morgan (via @Jukanlosreve). The move would leave major ODMs with very little design or integration work, making their lives easier, but would also trim their margins in favor of Nvidia’s. The…



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JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and componentry — Jensen’s master plan of vertical integration will boost profits, purportedly starting with Vera Rubin


The launch of Nvidia’s Vera Rubin platform for AI and HPC next year could mark significant changes in the AI hardware supply chain as Nvidia plans to ship its partners fully assembled Level-10 (L10) VR200 compute trays with all compute hardware, cooling systems, and interfaces pre-installed, according to J.P. Morgan (via @Jukanlosreve). The move would leave major ODMs with very little design or integration work, making their lives easier, but would also trim their margins in favor of Nvidia’s. The…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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