From Nasdaq: 2024-11-10 12:15:00

Nvidia’s upcoming Blackwell GPU architecture launch has the market buzzing, with CEO Jensen Huang touting insane demand and Morgan Stanley forecasting $10 billion in sales. However, reports suggest Nvidia may be shifting Blackwell orders away from Super Micro Computer due to recent controversies and financial uncertainties at the company.

Super Micro Computer’s stock has plummeted 58% since a short report in August raised accounting concerns, leading to delays in financial filings and the resignation of its auditor Ernst & Young. The potential loss of Nvidia’s Blackwell orders could further strain Supermicro’s growth prospects and add to existing challenges.

Investors are advised to monitor how Nvidia’s reorganization of its supply chain impacts both companies. Supermicro faces volatility and pressure to address financial uncertainties, while Nvidia’s momentum and anticipation for the Blackwell launch continue to drive its market cap to surpass Apple’s. It’s recommended to observe how this situation unfolds before making investment decisions.



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