Alleviating supply chain concerns! Super Micro Computer's data center system equipped with NVIDIA Blackwell is ready for shipment
Super Micro Computer stated in a statement on Wednesday that its new product has reached "full production availability." This product is essentially the core infrastructure required for AI data center developers to run Blackwell chips at scale. Affected by the news, NVIDIA's stock price rose by as much as 5% during intraday trading, reaching $124.64. Super Micro Computer surged over 13% during intraday trading
On Wednesday, NVIDIA's important partner Super Micro Computer announced that its new AI data center system, equipped with NVIDIA's advanced Blackwell chips, is now ready for shipment.
Super Micro Computer stated in a press release on Wednesday that its new product has reached "full production availability." This product essentially serves as the core infrastructure required for AI data center developers to run Blackwell chips at scale.
As a result of this news, NVIDIA's stock price rose by as much as 5% during trading, reaching $124.64. Super Micro Computer's stock surged over 13% during the session, although the gains later receded.
The latest news from Super Micro Computer alleviated market concerns about NVIDIA's supply chain constraints.
Previously, NVIDIA had also indicated that its more advanced AI chips were facing challenges in the supply chain. NVIDIA needs to expand its supply chain to meet the demand for Blackwell chips. Current market demand continues to exceed NVIDIA's supply capabilities. NVIDIA had previously pointed out that the process of scaling up the supply chain is extremely complex due to the need for a large number of customized components.
NVIDIA CEO Jensen Huang stated during an analyst conference call last November, "It seems that almost every company in the world is now involved in our supply chain." He specifically mentioned partners such as Super Micro Computer, SK Hynix, TSMC, and Foxconn, stating that these companies are helping NVIDIA enhance its supply chain capabilities.
At the same time, NVIDIA is also facing potential impacts from the computing power demand triggered by DeepSeek. Last week, NVIDIA's market value evaporated by nearly $500 billion as a result. In this earnings season, tech giants are making substantial capital expenditures, but profit growth is showing signs of slowing. For example, Alphabet, Google's parent company, reported disappointing earnings, raising market doubts about its capital expenditures, which poses deeper concerns for the key narrative supporting the strength of U.S. stocks: Will all investments in AI yield returns?
The full launch of Blackwell products is also a positive signal for Super Micro Computer:
A former employee of Super Micro Computer previously accused the company in federal court of attempting to exaggerate its revenue.
Subsequently, short-selling firm Hindenburg cited the former employee's allegations in a research report, pointing out "clear accounting manipulation red flags, undisclosed related-party transactions, sanctions, and export control violations." The U.S. Department of Justice also launched an investigation into Super Micro following the release of the Hindenburg report.
In December of last year, Super Micro announced that it would replace its financial and legal teams