Nvidia's Alleged Blow to Supermicro Could Be a Big Win for This Other Artificial Intelligence (AI) Company

Nvidia is reportedly moving Blackwell orders away from Supermicro as problems at the IT infrastructure designer mount. Breakups are never fun. And in the case of Super Micro Computer (SMCI -5.26%), there's a pretty clear reason why its longtime partner Nvidia appears to be moving on. In late August, Supermicro came into the spotlight as the target of a short report written by Hindenburg Research. Shortly after, Supermicro delayed its 10-K filing before The Wall Street Journal reported the Department of Just ...