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

(Image credit: Nvidia) 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 ...

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