Prices of Nvidia Rubin-based rack-scale solutions will increase compared to existing Blackwell-powered racks, and then will skyrocket with Rubin Ultra, which will double the number of GPU packages per rack. This clearly affects Nvidia's bottom line, but the margins for its partners are shrinking, according to DigiTimes. This happens not only due to the fact that it is hard to maintain a 10% margin on items that cost millions, but also because Nvidia tends to reduce the role of server makers and systems integrators in the final BOM.
