Nvidia's Alleged Blow to Supermicro Could Be a Big Win for This Other Artificial Intelligence (AI) Company
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Breakups are never fun. And in the case of Super Micro Computer (NASDAQ: SMCI), there's a pretty clear reason why its longtime partner Nvidia appears to be moving on.In late August, Supermicro came into the spotlight as the target of a short report written by Hindenburg Research. Shortly after, Supermicro delayed its 10-K filing before The Wall Street Journal reported the Department of Justice had launched a probe into the company. To matters worse, Ernst & Young resigned as Supermicro's financial auditor due to concerns over the company's reporting. In the midst of these falling dominos, the company was expected to be a major supplier of new storage clusters and server rack designs featuring Nvidia's soon-to-launch Blackwell GPU.Apparently, Nvidia has had enough. According to an article out of Digitimes, Nvidia is routing Blackwell orders away from Supermicro to avoid potential supply chain disruptions.Continue readingWeiter zum vollständigen Artikel bei MotleyFool
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