While you are right that SMCI

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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//@Skysoul:

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

@Skysoul：

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

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