Nvidia tapped Foxconn as exclusive supplier of Vera Rubin Groq 3 LPX compute trays, and the primary supplier of full-racks for LPX-based servers, media report, with shipments seen as early as the 3rd quarter, around 6,000 racks this year. Compute trays fit into server racks like drawers into a dresser, and hold all vital computing chips and other components. Analysts expect Foxconn to account for 55%-60% of Vera Rubin AI servers. Shipments of LP30 chips are seen reaching 1.5 million units this year. $NVIDIA(NVDA.US) #Foxconn #AIservers #VeraRubin
Source: Dan Nystedt
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