Nvidia’s Vera Rubin (VR) is causing a scramble for AI server cabinets, as demand has tripled and chassis makers say the order backlog stretches into 2027, media report, adding VR requires 2-3 additional cabinets (called sidecars) to house power supplies and cooling units. VR’s new DC power design, much higher needs up to 600kW, need separate cabinets. VR will ship in the 2nd half this year. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Oracle(ORCL.US) #AIserver
Source: Dan Nystedt
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