NVIDIA's Big Move: Taking Charge of AI Server Production

NVIDIA is revolutionizing the AI landscape. They're no longer just chip manufacturers. Their ambition? To dominate the entire AI server production process. This means supplying complete systems to their partners.

Current Landscape

• Manufacturers: Companies like Foxconn, Quanta, and Wistron currently handle much of the manufacturing.
• NVIDIA's Role: Traditionally, NVIDIA provides the GPUs and boards.

The Shift

NVIDIA is planning to provide full system designs to these manufacturers. This standardization means everyone follows the same blueprint.

Benefits

• Speed: New AI systems could be ready in just 90 days, down from 9 to 12 months.
• Revenue: NVIDIA stands to make more money by selling complete systems, not just parts.

Supplier Perspective

Wistron views this as a positive change, stating it's not a significant disruption to their operations.

Future Implications

While NVIDIA hasn't officially confirmed this shift, if it materializes, it could:

• Accelerate the market with more AI systems.
• Give NVIDIA greater control over the entire production process.