JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin

Nvidia is reportedly planning to sell entire AI servers, starting with the Vera Rubin platform, which will come fully assembled with compute hardware, cooling systems, and interfaces. This move would reduce design work for partners but potentially impact their margins in favor of Nvidia. By providing fully built compute trays with CPUs, GPUs, and cooling systems, Nvidia aims to streamline production and lower costs through direct contracts with manufacturers like Foxconn. Partners would shift from designing systems to integrating and supporting them, with Nvidia controlling the core compute engine. The move could mark a significant shift in the AI hardware supply chain and boost Nvidia's profits.