Nvidia's Alleged Blow to Supermicro Could Be a Big Win for This Other Artificial Intelligence (AI) Company
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Nvidia is reportedly shifting its Blackwell orders away from Supermicro due to mounting issues at the IT infrastructure designer. This move could benefit another AI company.
November 12, 2024 | 9:30 am
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NEUTRAL IMPACT
Nvidia is reportedly redirecting its Blackwell orders from Supermicro, which could impact Nvidia's supply chain and partnerships.
Nvidia's decision to move orders away from Supermicro suggests potential supply chain adjustments. However, the direct impact on Nvidia's stock is uncertain as it depends on the new partner's capabilities.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
Supermicro faces challenges as Nvidia reportedly moves Blackwell orders away, which could negatively impact Supermicro's business.
Supermicro's business could be negatively impacted by the loss of Nvidia's Blackwell orders, indicating potential revenue and partnership challenges.
CONFIDENCE 95
IMPORTANCE 80
RELEVANCE 90