Xie Jinhe: The cost of Vera Rubin cabinets exceeds US$7.8 million, and Taiwan’s supply chain is the biggest beneficiary of AI

Huida's advanced Vera Rubin server cabinet assists AI computing. (File photo)

[Instant News/Comprehensive Report] Taiwan stocks held on to 47,000 points yesterday, but old AI stocks fell heavily. Xie Jinhe, chairman of Caixin Media Group, pointed out that it is rumored that Vera Rubin may be delayed due to tight components, causing the stock price to fall across the board. He bluntly said that one Vera Rubin The cost of the NVL72 cabinet exceeds US$7.8 million (more than NT$240 million), and it is said that it has nurtured Taiwan's supply chain. As long as AI continues to move forward, Taiwan will run on this track.

Xie Jinhe posted a post on Facebook with the title "This cabinet determines the fate of Taiwan's industry." Server-related stocks fell a lot yesterday. It is said that Vera Rubin may be delayed due to tight components. This shows that this cabinet will have a big impact on Taiwan's industrial chain this year.

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Xie Jinhe said that Bloomberg recently wrote a special article analysis titled: Pay it or Sit out! Meaning buy in or get out? Because Huang Renxun has informed that server prices will increase by more than 15% in 2027, Nvidia dares to increase prices because everyone cannot live without it.

Xie Jinhe mentioned that Bloomberg dismantled the components of this Vera Rubin NVL72. This cabinet uses 72 Vera GPUs and the price is US$3.96 million. 36 Vera CPUs US$180,000, memory/storage US$2,001,600, NVlink6 switch US$144,000, other network equipment US$576,000, printed circuit board US$116,730, ABF carrier board US$20,340, The power supply is US$76,000, the heat dissipation is US$72,080, the MLCC/passive components are US$4,320, other components are US$623,278, the cabinet assembly is US$28,800, and the cost of a cabinet is US$7,803,148.

Xie Jinhe emphasized that when putting these figures together, the first thing that can be determined is that AI is a huge investment situation. There is only one way forward and no turning back. This has caused the world's major CSP companies to invest in a competition to spend money. Amazon US$220 billion, Google US$205 billion, Microsoft US$190 billion, Meta US$144.5 billion, and the capital expenditures of the four major CSP manufacturers are US$745 billion. Their capital expenditures far exceed profits, which has also caused market concerns about negative free cash flow.

The second is that Taiwan is the biggest beneficiary of the AI ​​arms race in the non-red supply chain. Today, Taiwan has an impressive economic growth rate, per capita income is rising, exports to the United States increased by more than 60%, and net profit in the first half of the year was 3.67 trillion yuan, an increase of 95.3% over the same period last year. This is entirely due to hardware investment in pursuit of computing power.

For example, Huida's GPU is from TSMC, the power supply is from Delta, the switch is from Zhibon, the heat dissipation is from Qihong, Shuanghong, Colliers, Jiance, the ABF carrier board is from Xinxing, Nandian, Jingshuo, and the upstream copper foil manufacturers are Taiwan Optoelectronics, Taiyao Electronics, Jinju, Lianmao, and others include Chuanhu.

Xie Jinhe bluntly said that this cabinet supports Taiwan's supply chain. As long as AI continues to move forward, Taiwan will run on this track!

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