Nvidia Vera Rubin-based server racks will start at US$3 million to $7M each, and Big Cloud will pay for fear of losing the AI War, media report, noting deep pockets are a competitive advantage. Server makers used to earn 10% margins when racks cost much less (US$200,000), but no one will pay that on a $3M rack, so gross margins have been seriously diluted. The report cites unnamed supply chain sources. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) #VeraRubin #AIserver
Source: Dan Nystedt
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