Nvidia’s Vera Rubin boosts demand for AI server capacitors, creates opportunity for Samsung Electro-Mechanics
Seoul [South Korea], June 3 (ANI): Nvidia’s next-generation Vera Rubin AI platform is driving a sharp increase in demand for multilayer ceramic capacitors (MLCCs), creating new opportunities for suppliers such as Samsung Electro-Mechanics as artificial intelligence infrastructure becomes more complex and power-intensive, according to a report by The Korea Herald.
The report, citing a Morgan Stanley analysis, said the MLCC content of Nvidia’s next-generation VR200 NVL72 server rack is estimated at USD 4,320, compared with roughly USD 1,530 in the previous-generation GB300 system.
