By Rich Smith, The Motley Fool
Publication Date: 2026-04-23 14:51:00
oracle (NYSE:ORCL) 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 (NASDAQ:SMCI).
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 (NASDAQ:NVDA) Chips.
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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.
The…
