Nvidia (NVDA)

Nvidia’s competitiveness strengthens with its extreme co-design supremacy. It is the only player with the best in class or close to the best in class silicon product offerings for all the major silicon contents in an Nvidia trail-blazed AI server system design. Nvidia offers the best accelerator, a SOTA scale up switch, the best NIC, and one of the best Ethernet networking switch, and a much improved purpose-designed CPU. No other competitors have such a complete suite of integrated silicon products.

For the Vera Rubin platform, Nvidia is asserting even more control over the system and rack level design. Rack scale integration and assembly have become more challenging, as every component is being pushed to the limit, whilst also optimizing for cost efficiency. VR NVL72 has a much more holistic design with a modular approach compared to Grace Blackwell for the purpose of integration efficiency and throughput.