News Nvidia and partners could charge up to $3 million per Blackwell server cabinet — analysts project over $200 billion in revenue for Nvidia

[Admin]

Morgan Stanley says AI server makers can earn $210 billion on AI servers next year.

Nvidia and partners could charge up to $3 million per Blackwell server cabinet — analysts project over $200 billion in revenue for Nvidia : Read more

 

[JasHod1]

Someone, seriously needs to come along and offer some competition to Nvidia. When one company is basically in charge of all the AI data it is ringing alarm bells. CUDA needs to be opened up to others if not by Nvidia then by regulators.

Other companies have been stung by regulators for far less and it will also have the effect of, hopefully, driving down prices. This is a monopoly by any other name.

 

[edzieba]

The NVL-72 rack is pretty stuffed full of hardware with little in the way of 'wasted' support Us (no cable stuffing holes/patch panels/etc). $2m spread over 48 RUs is ~$42k per U, which you could hit with regular server hardware without trying too hard.

 

[Mindstab Thrull]

"The industry will need tens of thousands of AI servers in 2025, and their aggregate cost will exceed $200 billion." (In the first paragraph)

Assuming this is true, is there any reason they need to be servers based on Blackwell? It feels to me very much like "it's the new shiny hotness" but I mean, there's previous gen solutions or options from other companies. And then there's the power usage, but that's a "sometime later" problem, right?

 

[robocop007]

Someone, seriously needs to come along and offer some competition to Nvidia. When one company is basically in charge of all the AI data it is ringing alarm bells. CUDA needs to be opened up to others if not by Nvidia then by regulators.

Other companies have been stung by regulators for far less and it will also have the effect of, hopefully, driving down prices. This is a monopoly by any other name.

The competition should be required to pay a % of all investment cost made by Nvidia to develop CUDA over decades before access.

What is your plan for monopoly of ASML and TSMC? Ask regulators to force them to share their trade secrets as well?

 

[robocop007]

"The industry will need tens of thousands of AI servers in 2025, and their aggregate cost will exceed $200 billion." (In the first paragraph)

Assuming this is true, is there any reason they need to be servers based on Blackwell? It feels to me very much like "it's the new shiny hotness" but I mean, there's previous gen solutions or options from other companies. And then there's the power usage, but that's a "sometime later" problem, right?

This 200$ bln is a projection based on Nvidia Blackwell servers demand alone. In total, AI industry will spend more for servers.

 

[Scourge00165]

"The industry will need tens of thousands of AI servers in 2025, and their aggregate cost will exceed $200 billion." (In the first paragraph)

Assuming this is true, is there any reason they need to be servers based on Blackwell? It feels to me very much like "it's the new shiny hotness" but I mean, there's previous gen solutions or options from other companies. And then there's the power usage, but that's a "sometime later" problem, right?

Yeah, it's not the "new shiny hotness," it's the massive computing power that companies need to grow their AI capabilities.

And if there any reason to believe this will go to the Corporation that controls 80-90% of the business because of the massive moat it's created due to the overwhelming advantage it has in hardware?

No, it could go to Intel...that'd be like trying to get into Nascar with a Ford Pito, but a company is free to make that choice....

As for the energy, did you just hear that question today? It's using LESS energy relative to it's queries than the inferior products.

So yeah, the reason would be the enormous 4-5 year advantage they have over every other company's chips.