Smci are customers of Nvidia ,-To The Moon - Tiger Brokers Online Investing Community - To The Moon

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Skysoul
2024-11-05

Smci are customers of Nvidia , this article Is saying the other way round . Is this article ai generated validated ?

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

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

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

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SirBahamut
·2024-11-05
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虽然你说SMCI是Nvidia的客户是对的，但Nvidia对其客户拥有巨大的议价能力；仅仅是因为需求远远高于供给。供应如此紧张，以至于英伟达可以将其gpu分配给他们想要的任何人——无论是SMCI、戴尔、HPE、技嘉，甚至是富士康、广达、wiwynn等ODM。
所以现在由于SMCI失败了，英伟达只是将用于SMCI的AI芯片重新分配给其他OEM。我看不出有什么问题。

而本文出处来自彭博
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- Skysoul:
  文章写得太差了。只需要说英伟达重新分配Smci预购gpu。此外，如果需求如此之高，以至于超过了供应，为什么Smci要冒险出售给指定方，并且出售到破坏6%利润率的程度，所有给出的点都是没有意义的。Bob Louing指责的是服务利润现实到硬件，利润可能还是一样的。如果这样的案件造成了所有的破坏和惨败，那么首席执行官真的很愚蠢
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Reportedly, if the company does not submit its financial statements by Nov. 20, it risks another delisting, after having being delisted in 2018 for non-compliance in financial filing, the report added.Nvidia has stepped in to manage the impact of Super Micro's challenges on the larger industry, aiming to stabilize the supply chain. The U.S. chip giant is redirecting Super Micro's client orders to other providers to limit the disruption within the AI server market, the report noted.Shares of the Super Micro slumped over 45% last week, marking its worst week on record, after the auditor for the AI server maker resigned. Concerns about the company's financial statements came up in late August after Hindenburg Research issued a short report on the company. A day later, Super Micro then said it was delaying its annual 10-K filing. The company later noted that it does not expect any material changes to fiscal 2024.Last week, Super Micro announced an amendment to its loan agreement with Cathay Bank which, among other things, extends the date by which the company is required to deliver its annual results.Super Micro's client orders have been moved to other companies, with Gigabyte and ASRock seeing an increase in new orders and customer inquiries. Supply chain sources suggest that Gigabyte and ASRock have gained from Super Micro's rerouted orders, securing contracts with major clients like CoreWeave, the report added.Taiwan-based Gigabyte has raised its fourth-quarter and annual server revenue forecasts. The company is also speeding up its deployment of liquid cooling technology to match Nvidia's rapid growth, the report noted.Meanwhile, ASRock, which is also based in Taiwan, has gained redirected orders from Super Micro's small and mid-sized clients, setting a record for third-quarter revenue. The fourth quarter is anticipated to peak, with annual revenue and profit guidance revised upward, according to the report.With Nvidia's H200 shipments starting in the fourth quarter, ASRock has joined the supply list for GB200 in the second half of 2025. The company also intends to unveil liquid cooling products, supporting profit growth forcast for 2025, the report noted.However, Super Micro's woes has potentially sent shockwaves through its supply chain, affecting vital partners such as Leadtek, backed by Ablecom Technology and Compuware Technology. This reliance on Supermicro has raised concerns over Leadtek's AI market share and performance, as per the report.Ablecom and Compuware, whose chairmen are siblings of Super Micro's chairman, have close relations with the company. Their investment in Leadtek was reportedly steered by Leadtek's Nvidia Quadro distribution rights in China and its local network. The potential impact of this investment on Leadtek is not clear, the report added.Orient Semiconductor Electronics, which provides packaging and testing services to Super Micro, also faces potential disruptions impacting its operations, the report stated.Thermal management solutions supplier Auras Technology and electronic parts provider Argosy Research have also been caught in the storm. Both companies have seen reduced orders, which could affect their standing in the AI sector, the report noted.These companies, which are part of Super Micro's supply chain, are cautiously managing the situation amid shifting client demands and revenue concerns, the report added.","news_type":1,"symbols_score_info":{"NVDA":1.1,"SMCI":1.1}},"isVote":1,"tweetType":1,"viewCount":4562,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":95,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":367759471566904,"commentId":"367759471566904","gmtCreate":1730802778184,"gmtModify":1730802783466,"authorId":3581734227956830,"author":{"id":3581734227956830,"idStr":"3581734227956830","authorId":3581734227956830,"name":"SirBahamut","avatar":"https://community-static.tradeup.com/news/bfb00d5085e2ed1685d99f51539c6bb1","vip":1,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"月度最佳创作者","description":"每月精华帖数量及质量位于社区TOP3的创作者","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":0,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.11.07","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":367663174762528,"objectIdStr":"367663174762528","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"虽然你说SMCI是Nvidia的客户是对的，但Nvidia对其客户拥有巨大的议价能力；仅仅是因为需求远远高于供给。供应如此紧张，以至于英伟达可以将其gpu分配给他们想要的任何人——无论是SMCI、戴尔、HPE、技嘉，甚至是富士康、广达、wiwynn等ODM。\n<br>所以现在由于SMCI失败了，英伟达只是将用于SMCI的AI芯片重新分配给其他OEM。我看不出有什么问题。\n<br><br><br>而本文出处来自彭博","text":"虽然你说SMCI是Nvidia的客户是对的，但Nvidia对其客户拥有巨大的议价能力；仅仅是因为需求远远高于供给。供应如此紧张，以至于英伟达可以将其gpu分配给他们想要的任何人——无论是SMCI、戴尔、HPE、技嘉，甚至是富士康、广达、wiwynn等ODM。\n<br>所以现在由于SMCI失败了，英伟达只是将用于SMCI的AI芯片重新分配给其他OEM。我看不出有什么问题。\n<br><br><br>而本文出处来自彭博","html":"虽然你说SMCI是Nvidia的客户是对的，但Nvidia对其客户拥有巨大的议价能力；仅仅是因为需求远远高于供给。供应如此紧张，以至于英伟达可以将其gpu分配给他们想要的任何人——无论是SMCI、戴尔、HPE、技嘉，甚至是富士康、广达、wiwynn等ODM。\n<br>所以现在由于SMCI失败了，英伟达只是将用于SMCI的AI芯片重新分配给其他OEM。我看不出有什么问题。\n<br><br><br>而本文出处来自彭博","likeSize":1,"commentSize":1,"subComments":[{"id":367812264157392,"commentId":"367812264157392","gmtCreate":1730815762819,"gmtModify":1730816104488,"authorId":4087913319322160,"author":{"id":4087913319322160,"idStr":"4087913319322160","authorId":4087913319322160,"name":"Skysoul","avatar":"https://community-static.tradeup.com/news/05ee5fc56ed6316e2022e2bdcf350781","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":367663174762528,"objectIdStr":"367663174762528","type":1,"supId":367759471566904,"supIdStr":"367759471566904","prevId":0,"prevIdStr":"0","content":"文章写得太差了。只需要说英伟达重新分配Smci预购gpu。此外，如果需求如此之高，以至于超过了供应，为什么Smci要冒险出售给指定方，并且出售到破坏6%利润率的程度，所有给出的点都是没有意义的。Bob Louing指责的是服务利润现实到硬件，利润可能还是一样的。如果这样的案件造成了所有的破坏和惨败，那么首席执行官真的很愚蠢","text":"文章写得太差了。只需要说英伟达重新分配Smci预购gpu。此外，如果需求如此之高，以至于超过了供应，为什么Smci要冒险出售给指定方，并且出售到破坏6%利润率的程度，所有给出的点都是没有意义的。Bob Louing指责的是服务利润现实到硬件，利润可能还是一样的。如果这样的案件造成了所有的破坏和惨败，那么首席执行官真的很愚蠢","html":"文章写得太差了。只需要说英伟达重新分配Smci预购gpu。此外，如果需求如此之高，以至于超过了供应，为什么Smci要冒险出售给指定方，并且出售到破坏6%利润率的程度，所有给出的点都是没有意义的。Bob Louing指责的是服务利润现实到硬件，利润可能还是一样的。如果这样的案件造成了所有的破坏和惨败，那么首席执行官真的很愚蠢","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}