groot_trades
06-20

$SUPER MICRO COMPUTER INC(SMCI)$ Party is coming  to an end


Nvidia (NVDA) plans to design server racks for its upcoming GB200 flagship artificial intelligence chips, a job that server designers such as Dell (DELL), HP Enterprise (HPE) and Supermicro (SMCI) have long handled, The Information's Amir Efrati writes. These server makers have benefited from rising sales of Nvidia chips, but the new plan could pressure their profit margins, the report said. [Reference Link]:[https://www.theinformation.com/briefings/nvidias-hardware-plan-could-pressure-dell-and-other-ai-server-makers]

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