Nvidia Vera Rubin Rack Cost Analysis

Nvidia's upcoming Vera Rubin rack is projected to cost $7.8 million, driven by a 435% increase in memory costs and significant content growth in PCBs and power systems.

Key Takeaways

• 1.The upcoming Nvidia Vera Rubin rack is estimated to cost approximately US$7.8 million, nearly doubling the cost of the current GB300 rack.
• 2.Memory is the primary driver of cost increases, expected to surge 435% and account for 25-30% of the total rack bill of materials.
• 3.ODM value-added is expected to increase by 35-40% due to complexity, though gross margins may decline due to high component costs.

Table of Contents

• Summary of findings
• Rubin ODM value-added
• Consignment business model
• Memory content
• PCB content
• MLCC content
• ABF substrate content
• AI server power upgrade path
• Liquid cooling content
• ODM value-added

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