Nvidia's Alleged Blow to Supermicro Could Be a Big Win for This Other Artificial Intelligence (AI) Company
DELLDell Technologies(DELL) The Motley Fool·2024-11-12 17:12

Nvidia is reportedly moving Blackwell orders away from Supermicro as problems at the IT infrastructure designer mount.Breakups are never fun. And in the case of Super Micro Computer (SMCI -5.26%), there's a pretty clear reason why its longtime partner Nvidia appears to be moving on.In late August, Supermicro came into the spotlight as the target of a short report written by Hindenburg Research. Shortly after, Supermicro delayed its 10-K filing before The Wall Street Journal reported the Department of Justic ...