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

tomshardware.com

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

#11

Post by Cthulhu_ »

re-thc wrote: post #3

Soon Nvidia will sell AI itself instead of servers.

To a point / by some definitions of the phrase AI they already do: https://en.wikipedia.org/wiki/Deep_Learning_Super_Sampling

I wouldn't be surprised if we see some major acquisitions or mergers happening in the next few years by one of the independent AI vendors like OpenAI and Nvidia.

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

#13

Post by AlanYx »

p4ul wrote: post #6
hvenev wrote: post #4

Don't they already sell servers? https://www.nvidia.com/en-us/data-center/dgx-platform/

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/

When nVIDIA sells DGX directly they usually still partner with SuperMicro, etc. for deployment and support. It sounds like they're going to be offering those services in-house now, competing with their resellers on that front.

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

#15

Post by MattRix »

dmboyd wrote: post #10

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.

They’re only supply constrained on the chips themselves. Selling fully integrated racks allows them to get even more money per chip.

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

#16

Post by dboreham »

dmboyd wrote: post #10

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.

In MBA-speak this is "capturing more of the value chain".

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

#17

Post by reactordev »

p4ul wrote: post #6
hvenev wrote: post #4

Don't they already sell servers? https://www.nvidia.com/en-us/data-center/dgx-platform/

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/

Cutting out the Vendor like SuperMicro or HPE, they are going straight to consumer now.

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

#20

Post by giuliomagnifico »

Palomides wrote: post #14
re-thc wrote: post #3

Soon Nvidia will sell AI itself instead of servers.

why? selling GPUs is way more profitable

Sell a whole infrastructure is more profitable than sell components, and also put the customers in “sandboxes” with you.
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