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NVIDIA Starts Diverting Orders Away From Super Micro Computer (SMCI) As A Potential Delisting And DOJ Investigation Loom Large ...Middle East
Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is NVIDIA's third-largest customer. Additionally, in what is a testament to the heretofore symbiotic relationship between these two entities, SMCI's biggest client is NVIDIA, and its second-biggest client is an entity that is backed by NVIDIA. Now, however, it appears that NVIDIA has had enough of Super Micro Computer's near-constant headaches, and is deliberately trying to create some much-needed distance. *NVIDIA HAS BEGUN REDIRECTING ORDERS FROM SUPER MICRO COMPUTER TO OTHER SUPPLIERS IN ORDER TO PREVENT SUPPLY CHAIN DISRUPTIONS $NVDA $SMCI $DELL $HPE — Stock Talk (@stocktalkweekly) […]
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