Nvidia is gearing up to sell servers instead of just GPUs and components

I had the same reaction. Haven't they been selling DGX boxes for almost 10 years now? And they've been selling the rack-scale NVL72 beast for probably a few years.[1]

What is changing?

[1] https://www.nvidia.com/en-us/data-center/gb200-nvl72/

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#7

Post by MangoToupe » Fri, Nov 14, 2025, 2:07 PM UTC

lvl155 wrote: post #5

We’re not far from Nvidia exclusively bundling ChatGPT. It’s a classic playbook from Microsoft.

Why would Nvidia ever agree to that?

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#8

Post by michaelbuckbee » Fri, Nov 14, 2025, 2:08 PM UTC

re-thc wrote: post #3

Soon Nvidia will sell AI itself instead of servers.

Considering they have a pure service in selling Geforce Now (game streaming), that doesn't seem in any way far fetched.

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#9

Post by ptero » Fri, Nov 14, 2025, 2:08 PM UTC

lvl155 wrote: post #5

We’re not far from Nvidia exclusively bundling ChatGPT. It’s a classic playbook from Microsoft.

Chatgpt is not the only game in town. Any exclusivity deal will likely backfire against chatgpt.

Re: Nvidia is gearing up to sell servers instead of just GPUs and components

#10

Post by dmboyd » Fri, Nov 14, 2025, 2:08 PM UTC

Aren’t they already supply constrained? Seems like this would be counterproductive in further limiting supply vs a strategy of commoditizing your complements. This seems closer to PR designed to boost share price rather than a cogent strategy.