Core Insights - Nvidia plans to launch the Vera Rubin platform for AI and high-performance computing next year, which could significantly impact the AI hardware supply chain [2] - The company intends to deliver L10-level VR200 computing racks pre-installed with all necessary hardware, simplifying the design and integration work for original design manufacturers (ODMs) while potentially compressing their profit margins [2][3] - Nvidia is shifting from allowing partners to build their own components to providing fully integrated solutions, which may enhance production efficiency and reduce costs [3][4] Summary by Sections - **Nvidia's Strategy**: Nvidia is moving towards a model where it provides complete computing racks, including CPUs, GPUs, and cooling systems, rather than individual components, which marks a significant shift in its supply chain strategy [2][5] - **Impact on Partners**: Partners will transition from system designers to system integrators and support service providers, focusing on assembly and logistics while Nvidia standardizes and produces the core computing engines [5] - **Market Implications**: The integration of advanced cooling systems and the potential for Nvidia to expand its role in the supply chain raises questions about the future dynamics of the server market, particularly with the introduction of the Kyber NVL576 rack-level solution [4][5]

Core Insights - TrendForce has revised the global capital expenditure (CapEx) growth rate for the top eight North American cloud service providers (CSPs) from 61% to 65% for 2025, with expectations of exceeding $600 billion in total CapEx by 2026, reflecting a 40% year-on-year increase driven by AI infrastructure growth [1][3] Group 1: CSPs Capital Expenditure - The eight major CSPs include Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu [3] - Google has raised its 2025 CapEx forecast to $91-93 billion to meet the surging demand for AI data centers and cloud computing [3] - Meta has also increased its 2025 CapEx to $70-72 billion, with significant growth expected in 2026 [3] - Amazon has adjusted its 2025 CapEx estimate to $125 billion, while Microsoft anticipates higher CapEx in 2026 compared to 2025 [3] Group 2: Impact on AI Hardware and Supply Chain - The increase in CapEx by CSPs is expected to boost demand for AI servers, driving growth in upstream supply chains such as GPU/ASIC, memory, and packaging materials, as well as downstream systems like liquid cooling modules and power supplies [3][4] - NVIDIA's integrated solutions are projected to gain stronger growth momentum due to the increased CapEx from CSPs, with expected shipments of GB300 and VR200 models surpassing previous forecasts [4] - Oracle is expected to benefit significantly from North American government projects and cloud AI database leasing services [4] Group 3: Competitive Landscape - NVIDIA plans to launch a new generation of VR200 Rack, while AMD will promote its Helios integrated solution, which includes Venice CPU and MI400 GPU [4] - Meta is set to adopt both NVIDIA's GB/VR Rack and its self-developed ASIC solutions, planning a substantial 65% increase in its 2026 CapEx to $118 billion [5]

Core Insights - The article highlights the upward revision of capital expenditure (CapEx) growth for major North American Cloud Service Providers (CSPs) from 61% to 65% for 2025, with expectations of further growth to over $600 billion in 2026, reflecting the long-term growth potential of AI infrastructure [2][4]. Group 1: Capital Expenditure Trends - The eight major CSPs include Google, AWS, Meta, Microsoft, Oracle, Tencent, Alibaba, and Baidu. Google has raised its 2025 CapEx forecast to $91-93 billion to meet the increasing demand for AI data centers and cloud computing [4]. - Meta has also increased its 2025 CapEx to $70-72 billion, indicating significant growth in 2026 [4]. - Amazon has adjusted its 2025 CapEx estimate to $125 billion, while Microsoft expects its 2026 CapEx to exceed that of 2025 [5]. Group 2: Impact on AI Hardware Ecosystem - The surge in CapEx is expected to stimulate demand for AI servers, driving growth in upstream supply chains such as GPU/ASIC, memory, packaging materials, and downstream systems like liquid cooling modules and power supplies [5][6]. - NVIDIA is anticipated to benefit significantly from this CapEx growth, with expected shipments of its GB300 and VR200 products surpassing previous forecasts, primarily driven by the top five North American CSPs [5]. - Oracle is expected to see substantial growth due to demand from North American government projects and cloud AI database leasing services [5]. Group 3: Future Developments in AI Solutions - The market is expected to adopt integrated AI solutions more aggressively in 2026, with NVIDIA planning to launch a new generation of VR200 racks [6]. - Competitor AMD is also set to promote its Helios integrated solutions, with Meta and Oracle being among the first adopters [6]. - Meta plans to significantly increase its CapEx by 65% to $118 billion in 2026 to support its initiatives in NVIDIA's GB/VR Rack and self-developed ASIC solutions [6].

NVIDIA (NVDA US) GB300, Vera Rubin & Beyond – An Update on Future PCB/CCL an Power Design Change assembly issues occur, saving costs compared to the current GB200 design where t GPU is directly mounted on the Bianca board. The GB300 UBB is an 18-layer PTH (Plated Through-Hole) board, with 14 layers u M8 materials and 4 layers using M4 materials. A single UBB has an ASP of approximately $750–$800, mainly supplied by WUS in mainland China and TTM in U.S. The OAM on top of the UBB has two design variants: The ...