By Rich Smith
Publication Date: 2026-04-23 14:31:00
oracle (ORCL 6.44%) The stock was down 6% by 10:05 a.m. following news this morning that there may have been a dispute between the company and a key server supplier Super microcomputer (SMCI 8.71%).
According to technology-focused equity research firm Bluefin Research, Oracle has just canceled an order for 300 to 400 full-featured Super Micro GB300 NVL72 server racks Nvidia (NVDA 1.92%) Chips.
Image source: Getty Images.
What this means for Super Micro
Bluefin estimates the cost of each rack at $3.5 million, so a loss of 300 to 400 racks could cost Super Micro between $1.05 billion and $1.4 billion in lost revenue. It’s not a total loss for Super Micro, however, as the company shipped between 100 and 200 racks before Oracle canceled its order, according to Bluefin.
However, Bluefin argues that Super Micro is Also Loss of sales to xAI up front SpaceX IPO. (And SpaceX now owns xAI.) So things are not going well for Super Micro.
Today’s change
(-6.44%)$-12.07
Current price
$175.43
