Soon Nvidia will sell AI itself instead of servers.

Don't they already sell servers? https://www.nvidia.com/en-us/data-center/dgx-platform/

We’re not far from Nvidia exclusively bundling ChatGPT. It’s a classic playbook from Microsoft.

Aren’t they already supply constrained? Seems like this would be counterproductive in further limiting supply vs a strategy of commoditizing your complements. This seems closer to PR designed to boost share price rather than a cogent strategy.

  > Further limiting supply

Servers? I thought they left even racks behind, they're now selling these "AI factories".

Didn't they watch Silicon Valley to learn that lesson? Don't sell the box.

What software will those Nvidia servers run?

Are they creating their own software stack or working with one or more partners?

It's my opinion that nvidia does good engineering at the nanometer scale, but it gets worse the larger it gets. They do a worse job at integrating the same aspeed BMC that (almost) everyone uses than SuperMicro does, and the version of Aptio they tend to ship has almost nothing available in setup. With the price of a DGX, I expect far better. (Insert obligatory bezel grumble here)