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Nvidia Moves Super Micro Orders to Other Suppliers to Maintain Supply Chain Stability - Report

seekingalpha11-05

Nvidia is rerouting orders previously placed with Super Micro Computer to other suppliers, to contain the disruption within the AI server industry, Digitimes reported.The move comes on the heels of ...

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  • What's gonna happen to investors who have their shares 
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  • Skysoul
    ·11-05
    Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?
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    • Skysoul
      Article too poorly written . Just need to say nvidia reallocate Smci preordered gpu . Also if the demand is so high that it outstrips s supply why would Smci risk selling to ascribed parties , and selling to point of destroying margins to6 % all the points given makes no sense . Bob Louing accusation is services margin realities to hardware , the profit may still be the same . if such a case cause all the destruction and fiasco then the ceo is really dumbass
      11-05
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    • SirBahamut
      While you are right that SMCI are customers of Nvidia, Nvidia has a HUGE bargaining power over its customers; simply because demand is way higher than supply. Supply is so tight to the point Nvidia gets to allocate its gpu to whoever they want - be it SMCI, Dell, HPE, gigabyte, or even ODM such as Foxconn, Quanta, wiwynn etc.
      so now since SMCI is failing, Nvidia just reallocate the AI chip intended for SMCI to other OEM. I dont see anything wrong.


      And the origin of this article is from bloomberg
      11-05
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  • Luckymynah
    ·11-05
    O fuck
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