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and display pipes -- forming the potential foundation for the RTX 6090 Jensen Huang at GTC 2024 Tech Industry Amazon and Google tip off Jensen Huang before announcing information about their homegrown AI chips Microsoft deploys GB300 NVL72 supercluster inside Azure Semiconductors Samsung joins Nvidia's NVLink Fusion program to produce custom AI chips -- deepening Nvidia's control over AI system design Broadcom sign with trees and the sky in the background Semiconductors OpenAI might be building its own chip, but it'll still be dependent on Nvidia Nvidia Supercomputers Nvidia unveils Vera Rubin supercomputers for Los Alamos National Laboratory Nvidia Hopper HGX H200 GPUs Nvidia could be readying Blackwell B30A accelerator for the Chinese market Nvidia Artificial Intelligence Nvidia announces reference design for gargantuan gigawatt-scale Omniverse DSX data centers AMD GPUs AMD preps Mega Pod with 256 Instinct MI500 AI GPUs, Verano CPUs Nvidia Networking Nvidia outlines plans for using silicon photonics and co-packaged optics in AI clusters by 2026 Nvidia GPUs Artificial Intelligence Nvidia to lease its own chips from AI startup Lambda, deal involves 18,000 GPUs over a 4-year agreement Trending * Early Black Friday Deals * Win 10 EOL * Steam Machine * Intel 18A * Panther Lake * Battlefield 6 1. Tech Industry 2. Artificial Intelligence 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 News By Anton Shilov published 13 November 2025 Higher supply chain consolidation under Nvidia? * * * * * * * Comments (7) When you purchase through links on our site, we may earn an affiliate commission. Here's how it works. Nvidia (Image credit: Nvidia) The launch of Nvidia's Vera Rubin platform for AI and HPC next year could mark significant changes in the AI hardware supply chain as Nvidia plans to ship its partners fully assembled Level-10 (L10) VR200 compute trays with all compute hardware, cooling systems, and interfaces pre-installed, according to J.P. Morgan (via @Jukanlosreve ). The move would leave major ODMs with very little design or integration work, making their lives easier, but would also trim their margins in favor of Nvidia's. The information remains unofficial at this stage. Starting with the VR200 platform, Nvidia is reportedly preparing to take over production of fully built L10 compute trays with a pre-installed Vera CPU, Rubin GPUs, and a cooling system instead of allowing hyperscalers and ODM partners to build their own motherboards and cooling solutions. This would not be the first time the company has supplied its partners with a partially integrated server sub-assembly: it did so with its GB200 platform when it supplied the whole Bianca board with key components pre-installed. However, at the time, this could be considered as L7 - L8 integration, whereas now the company is reportedly considering going all the way to L10, selling the whole tray assembly -- including accelerators, CPU, memory, NICs, power-delivery hardware, midplane interfaces, and liquid-cooling cold plates -- as a pre-built, tested module. If the information is correct, and Nvidia will indeed ship its partners L10 compute trays (which probably account for 90% of the cost of a server), then Nvidia will only leave its partners with rack-level integration rather than server design. They would still build the outer chassis, integrate power supplies depending on requirements, install sidecars or CDUs for rack-level cooling, add their own BMC and management stack, and perform final assembly and testing. These tasks matter operationally, but they do not differentiate hardware in a meaningful way. You may like * Nvidia Nvidia reveals Vera Rubin Superchip for the first time * Nvidia Nvidia's new CPX GPU aims to change the game in AI inference * Nvidia Cooling system for a single Nvidia Blackwell Ultra NVL72 rack costs a staggering $50,000 Image 1 of 2 Nvidia (Image credit: Nvidia/YouTube) Nvidia (Image credit: Nvidia/YouTube) This move promises to shorten the ramp for VR200 as Nvidia's partners will not have to design everything in-house and could lower production costs due to the volume of scale ensured by a direct contract between Nvidia and an EMS (most likely Foxconn as the primary supplier and then Quanta and Wistron, but that is speculation). For example, a Vera Rubin Superchip board recently demonstrated by Jensen Huang uses a very complex design, a very thick PCB, and only solid-state components. Designing such a board takes time and costs a lot of money, so using select EMS provider(s) to build it makes a lot of sense. J.P. Morgan reportedly mentions the increase in power consumption of one Rubin GPU from 1.4 kW (Blackwell Ultra) to 1.8 kW (R200) and even 2.3 kW (a previously unannounced TDP for an allegedly unannounced SKU (Nvidia declined a Tom's Hardware request for comment on the matter) and increased cooling requirements as one of the motivations for moving to supply the whole tray instead of individual components. However, we know from reported supply chain sources that various OEMs and ODMs, as well as hyperscalers like Microsoft, are experimenting with very advanced cooling systems, including immersion and embedded cooling, which underscores their experience. However, Nvidia's partners will shift from being system designers to becoming system integrators, installers, and support providers. They are going to keep enterprise features, service contracts, firmware ecosystem work, and deployment logistics, but the 'heart' of the server -- the compute engine -- is now fixed, standardized, and produced by Nvidia rather than by OEMs or ODMs themselves. Also, we can only wonder what will happen with Nvidia's Kyber NVL576 rack-scale solution based on the Rubin Ultra platform, which is set to launch alongside the emergence of 800V data center architecture meant to enable megawatt-class racks and beyond. Now the only question is whether Nvidia further increases its share in the supply chain to, say, rack-level integration? Stay On the Cutting Edge: Get the Tom's Hardware Newsletter Get Tom's Hardware's best news and in-depth reviews, straight to your inbox. [ ][ ]Contact me with news and offers from other Future brands[ ]Receive email from us on behalf of our trusted partners or sponsors[Sign me up] By submitting your information you agree to the Terms & Conditions and Privacy Policy and are aged 16 or over. Google Preferred Source Follow Tom's Hardware on Google News, or add us as a preferred source , to get our latest news, analysis, & reviews in your feeds. TOPICS Nvidia See all comments (7) Anton Shilov Anton Shilov Social Links Navigation Contributing Writer Anton Shilov is a contributing writer at Tom's Hardware. Over the past couple of decades, he has covered everything from CPUs and GPUs to supercomputers and from modern process technologies and latest fab tools to high-tech industry trends. 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Reply * JTWrenn This makes me wonder if the stock slide is actually just heavy money moving around in the background at lower rates to try to free up capital to do this. Wonder how much this will tank Super Micro Reply * Amdlova Evga... Reply * edzieba "Gearing up"? They've been selling not just servers but entire racks for years now (starting with DGX-1 back in 2016, so nearly a decade). If anything, this is unbundling those DGX boxes from the DGX pods to be sold as individual RUs for OEMS to integrate. Reply * View All 7 Comments Show more comments Tom's Hardware is part of Future US Inc, an international media group and leading digital publisher. Visit our corporate site. [mednnv697g] Add as a preferred source on Google * Terms and conditions * Contact Future's experts * Privacy policy * Cookies policy * Accessibility Statement * Advertise with us * About us * Coupons * Careers (c) Future US, Inc. Full 7th Floor, 130 West 42nd Street, New York, NY 10036.