Nvidia ($NVDA) has selected Foxconn as the exclusive supplier for its NVLink switches, a critical component for Nvidia's GB200 AI servers. This strategic move is expected to enhance Foxconn's position in the AI server market by offering higher gross margins compared to server assembly. Additionally, Nvidia is reportedly planning to design server racks for its GB200 flagship AI chips, a role traditionally handled by server designers such as Dell, HPE, and Supermicro. This shift could lead to a standoff with Microsoft and potentially impact the profit margins of Dell, HPE, and Supermicro. The information comes from The Information.
$NVDA | Nvidia reportedly plans to design server racks for its upcoming GB200 flagship AI chips. This task has traditionally been managed by server designers like $DELL, $HPE, and $SMCI Source: The Information
$NVDA reportedly plans to design server racks for its upcoming GB200 flagship AI chips, a job that server designers such as $DELL, $HPE and Supermicro $SMCI have long handled - The Information
Nvidia $NVDA reportedly plans to design server racks for its upcoming GB200 flagship AI chips, a job that server designers such as $DELL, $HPE and Supermicro $SMCI have long handled - The Information
$DELL Nvidia’s Hardware Plan Could Pressure Dell and Other AI Server Makers https://t.co/H7fuXwWc4l
New: Nvidia is trying to dictate how its chips are installed in its customers’ data centers, and is designing server racks too. That led to a standoff with Microsoft and could eat up profit margins of Dell, HPE and Supermicro. $smci $dell $hpe https://t.co/UKMgyCzaOB
$NVDA has chosen Foxconn as the sole supplier for its NVLink switches, a key component for Nvidia's GB200 AI servers. Manufacturing NVLink will offer higher gross margins than server assembly. This deal will boost Foxconn's position in the AI server market, with expectations to…