Nvidia's potential shift away from Supermicro for its new GPU launch could significantly harm the supplier's struggling business.

Nvidia may shift away from Supermicro for its upcoming Blackwell GPU launch, potentially harming Supermicro's business. Nvidia CEO Jensen Huang says demand for Blackwell is "insane," with forecasts of $10B in Q4 sales. Supermicro's stock has already dropped 58% after a short report raised concerns about its accounting practices. The impact of Nvidia's decision on Supermicro's future is uncertain but could be significant.

November 10, 2024
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