Supermicro faces a smuggling scandal involving key executives accused of illegally exporting Nvidia chips to China, which has hurt its stock and reputation. Despite this, an expert suggests the fallout may not severely damage Supermicro's critical partnership with Nvidia, as customers' vendor choices are complex and transitions away from Supermicro take months. Supermicro relies heavily on Nvidia GPUs for 71% of its revenue but lacks a long-term supply contract, making the relationship important yet vulnerable. The scandal has raised calls for leadership changes at Supermicro, but the company's embedded structure and role in data center hardware keep it indispensable in the ecosystem.
Super Micro Computer has expanded its Rear Door Heat Exchanger (RDHx) portfolio, enhancing its liquid cooling solutions for high-density AI and HPC data centers. The new lineup includes ten models with cooling capacities from 10kW to 120kW per rack, ...
Dell Technologies' stock surged 248% from December 2025 to July 2026, driven by a massive 87.5% revenue increase and a 757% jump in AI-optimized server sales. This growth reflects a broader AI infrastructure boom benefiting semiconductor, networking,...
