NVIDIA Reportedly Planning a Major Shift in Its AI Business Model, Moving to Control More of the AI Server Stack to Boost Margins

NVIDIA Moves to In-House Server Production, Leaving OEMs with a Secondary Role

NVIDIA plans to reshape the industry's approach to building high-performance AI servers with its "Vera Rubin" product stack, which will enter volume production as the VR200 line in late 2026. Rather than supplying CPUs and GPUs to OEMs, NVIDIA plans to ship fully finished L10 compute trays that come pre-populated with "Vera" CPUs, "Rubin" accelerators, memory, 800G NICs, 110kW power delivery, and liquid-cooling infrastructure, all of which are v…

Best AI Chip Stocks to Buy for 2026

Artificial intelligence isn’t slowing down. Every month brings new breakthroughs that demand stronger, faster hardware. Behind it all are the chips doing the heavy lifting. These are processors built for the kind of computing regular silicon can’t handle. That’s why investors are watching AI chip manufacturers more closely than ever. These companies design, build, and supply the processors that keep the entire AI ecosystem running. From GPU gian…

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's Vera Rubin platform may upend the AI-server market by shipping partners fully built L10 compute trays that include all compute, power, and cooling hardware, leaving OEMs and ODMs to handle only rack integration while Nvidia takes over the core server design, much of the value, and margins.

NVIDIA Reportedly Planning a Major Shift in Its AI Business Model, Moving to Control More of the AI Server Stack to Boost Margins

NVIDIA has been working towards a shift into its AI rack-scale server strategy, and instead of just being responsible for a piece of the supply chain, Team Green looks to get the 'whole pie'. NVIDIA Would Now Supply Entire Systems To Suppliers, Unifying Rack Designs For Faster Deployment For those unaware, NVIDIA's AI supply chain is built upon several partners responsible for various elements of the end products. However, when it comes to AI se…