Reported about 1 month ago
Nvidia's recent decision to potentially move its Blackwell GPU orders away from Supermicro has left investors worried, as Supermicro recently faced scrutiny over accounting practices and delayed its annual report, leading to a significant drop in its stock price. Analysts speculate this shift could further hinder Supermicro's growth, while Nvidia continues to thrive, highlighting the increasing competition in the AI sector.
Source: YAHOO