Nvidia, Super Micro

Could This Move by Nvidia Protect It From Super Micro Computer's Woes?
This is positive as it should minimize impact on sales and keep the supply chain flowing, but it's possible Nvidia will see some near-term effects. After all, Supermicro is one of the leading equipment makers, and considering demand for Blackwell surpasses supply, every player involved in bringing Blackwell to customers holds a key role.
Nvidia Shifts From Super Micro, Aims to Ensure AI Supply Consistency
Despite Super Micro's continuous financial difficulties, Nvidia is trying to maintain a consistent supply chain for the AI server market by rerouting orders to other suppliers. Early trading Monday saw Nvidia shares rise 1.69%; however, Super Micro's stock remained erratic in light of recent events.
Nvidia said to be routing orders away from Super Micro amid accounting woes
AI server maker Super Micro Computer Inc (NASDAQ:SMCI) is volatile again Monday as it continues to suffer from the news last week that its auditor is resigning. Adding to today's volatility is an article in Asia that
Nvidia moves Super Micro orders to other suppliers to maintain supply chain stability - report
Nvidia (NVDA) is reportedly rerouting orders previously placed with Super Micro Computer (SMCI) to other suppliers.
Nvidia steps in to restructure Supermicro orders, reshaping AI supply chain
Leading AI server manufacturer Supermicro, previously delisted in 2018 for non-compliance in financial reporting, has once again found itself in turmoil. Reportedly, if it does not submit its financial statements by November 20,
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Analysts Abandon Super Micro After Negative Quarterly Update
More Wall Street analysts downgraded or pulled their ratings on Super Micro Computer stock after the beleaguered company's ...
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Supermicro stock crashes — Is Nvidia safe from the fallout?
SMCI announced that it can't say when its delayed 10-K form will be filed. The risk of delisting is increasing — is NVDA ...
Super Micro Computer: Disappointing Outlook But Upgrading On Improved Cash Flow Performance
I have covered Super Micro Computer, Inc. (NASDAQ:SMCI) previously, so investors should view this ... In addition, ...
Jim Cramer Blasts Super Micro Computer's Earnings: 'Better At Exonerating Itself Than Selling' Nvidia GPUs
Jim Cramer, the host of CNBC's "Mad Money," has criticized Super Micro Computer Inc for its recent business update and preliminary first-quarter results.
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Could Nvidia’s stock benefit from shifting SMCI orders?
With no shortage of demand, it would appear as if Nvidia can easily redirect orders once going to SMCI and safeguard its growth trajectory.
Super Micro Computer: Time To Consider Options As A Hedge
Second, TSM, as a major chip manufacturer, supplies chips to various companies, including those that SMCI partners with ...
Super Micro Is Coming Up Too Short
Disappointing server sales are blamed on the delay of new Nvidia chip, but management’s credibility has dimmed.
Super Micro's $50 billion stock collapse underscores risk of AI hype
In March, Super Micro Computer was added to the S&P 500 after an epic run that lifted the stock by more than 2,000% in two ...
Super Micro (SMCI) stock sends mixed signals ahead of earnings
The Super Micro Computer (SMCI) stock price has remained under pressure in the past few months as concerns about its business ...
Nvidia remains AI king as Super Micro tagged along for wild ride
Super Micro Computer continued to tumble on Thursday, effectively erasing year-to-date gains, in what has been a tumultuous ...