:max_bytes(150000):strip_icc()/GettyImages-1249097811-30afa84222ab4f648c17ec743b177196.jpg?w=1500&resize=1500,1000&ssl=1 "Supermicro, Dell, and Other Nvidia Partners’ Stocks Pop After Chipmaker’s Earnings")
Key Takeaways Shares of Supermicro, Dell, and other Nvidia partners surged Thursday after the chipmaker’s third-quarter results blew past analysts’ expectations. Supermicro and Dell were both among the other companies mentioned in Nvidia’s… Article Source https://www.investopedia.com/supermicro-dell-and-other-nvidia-partners-stocks-pop-after-chipmaker-earnings-8749652
Nvidia results positive for Dell, HPE, SuperMicro: Citi MSN Article Source https://www.msn.com/en-us/money/other/nvidia-results-positive-for-dell-hpe-supermicro-citi/ar-AA1uvwmT
Investing.com — Nvidia’s latest earnings report highlights growing enterprise AI demand, with positive implications for server manufacturers Dell Technologies (NYSE:), Hewlett Packard Enterprise (NYSE:), and SuperMicro, according to Citi… Article Source https://www.investing.com/news/stock-market-news/nvidia-results-positive-for-dell-hpe-supermicro-citi-3735076
Supermicro’s SuperClusters with NVIDIA HGXTM B200 8-GPU, NVIDIA GB200, NVL4, and NVL72 Systems Deliver Unprecedented AI Compute Density SAN JOSE, Calif and ATLANTA, Nov. 18, 2024 /PRNewswire/ — Supercomputing Conference… Article Source https://www.prnewswire.com/news-releases/supermicro-delivers-direct-liquid-optimized-nvidia-blackwell-solutions-302307696.html
Supermicro Delivers Direct-Liquid-Optimized NVIDIA Blackwell Solutions Super Micro Computer, Inc. – Investor Relations Article Source https://ir.supermicro.com/news/news-details/2024/Supermicro-Delivers-Direct-Liquid-Optimized-NVIDIA-Blackwell-Solutions/default.aspx
Supermicro Unveils High-Performance SuperCluster with NVIDIA Blackwell Solutions SDxCentral Article Source https://www.sdxcentral.com/articles/stringerai-announcements/supermicro-unveils-high-performance-supercluster-with-nvidia-blackwell-solutions/2024/11/
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%),… Article Source https://www.fool.com/investing/2024/11/12/nvidias-blow-to-supermicro-could-be-a-big-win-for/
TL;DR: Supermicro is facing financial difficulties, a DOJ investigation, and halted expansion, affecting its Malaysian factory. As a result, a large order of NVIDIA’s GB200 NVL72 AI servers has been transferred to Taiwanese factories, with… Article Source https://www.tweaktown.com/news/101613/supermicro-stuffs-up-huge-order-of-nvidia-gb200-nvl72-ai-servers-taiwan-firm-steps-into-help/index.html
‘We are asking Nvidia every day [about Blackwell availability]. So I hope their production can go smoothly and go for high volume very soon. And once they have achieved availability, our solutions are fully ready,’ says… Article Source https://www.crn.com/news/data-center/2024/supermicro-ceo-ready-to-grow-as-nvidia-ramps-blackwell-production
A major move out of Nvidia could have serious implications on the company’s upcoming Blackwell GPU launch. There has been no other company in the artificial intelligence (AI) realm that’s been… Article Source https://www.fool.com/investing/2024/11/10/nvidias-latest-move-just-gave-supermicro-investors/