Why this Piece of Sheet Metal in NVIDIA Servers is the Key to the Next Multi-Billion Dollar Opportunity

The day is coming, and soon. Hardware is ready, NVIDIA is working on the software.

In our recent Supermicro NVIDIA GH200 review, we noted a specific piece of sheet metal, and how it was there as part of a broader and ambitious plan by NVIDIA to play in the storage market. In this article, we are going to show you what goes there, and explain why this should be an “oh snap” moment for Broadcom’s legacy storage business. It may look boring, but it is going to shake up the industry. Driven by a key insight, this is going to also drive another differentiation point between NVIDIA and AMD/ Intel, along with a multitude of AI startups.

The Piece of Sheet Metal Shows NVIDIA’s Next Multi-Billion Dollar Opportunity

In our recent STH Supermicro GH200 system review, we noted that there was a piece of sheet metal in the server that you can see here:

What we did not get into is what goes there. That review was actually done in May 2024 (but just recently published.) At the time, Supermicro did not have the part to go into that early GH200 server. Luckily, we found the part over the ensuing months.