Reporting: NVIDIA is exploring new business opportunities and "competing for food" with AI server manufacturers such as Dell
NVIDIA designs its own GB200 server rack, making it potentially more difficult for customers to switch to alternative products
Nvidia and AI server manufacturers "fight for food", making it harder for customers to switch to alternative products.
On Wednesday, according to the technology media The Information, Nvidia plans to design server racks for its upcoming flagship AI chip GB200, a task that has long been handled by server design companies such as Dell, HPE, and Supermicro.
Server manufacturers like Supermicro have benefited from the growth in Nvidia chip sales, but the new plan may put pressure on their profit margins.
The report stated that Nvidia's move is one of several initiatives aimed at leveraging its strong position to explore new revenue and profit sources, and may make it harder for its chip customers to switch to alternative products.
Earlier this year, Nvidia asked Microsoft to use its server rack design, but Microsoft wanted to use its own design. After a dispute, Nvidia eventually conceded.
The news was based on interviews with two Nvidia employees involved in the project, and neither company commented on it. On Tuesday, shares of US server companies and Nvidia surged simultaneously, with Nvidia's market value surpassing $3.33 trillion, making it the world's most valuable company.
