Super Micro’s fate lies in Nvidia’s hands
- 2 hours ago
- 1 min read
WALL STREET JOURNAL — Ultimately, Super Micro’s fate will rest solely on whether it can continue getting allocations of GPU chips from Nvidia. With them, there is enough demand for its business to continue, scandal or no. Losing that access would have a “devastating impact” on the company’s business, Bernstein Research analysts wrote in a report.
In a statement, Nvidia says strict compliance with export controls is a “top priority,” but it didn’t address whether it would continue supplying chips to Super Micro.
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