$SUPER MICRO COMPUTER INC(SMCI)$ This is going to keep rising. SMCI is Nvidia's third largest customer. They get priority access to purchase Nvidia's Hopper and Blackwell chips for their clients and then install them. Demand for Nvidia's chips is a staggering 14 to 1. Only one chip is available for every 14 chips requested. The new Blackwell chips are sold out through 2025 and demand just keeps going up.


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