(Bloomberg) – The actions of Nvidia Corp. won Wednesday after a key partner, Super Micro Computer Inc., said that its new AI data center systems powered by the advanced Blackwell chips of Nvidia are now ready to be shipped.
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The product of Super Micro – which is essentially composed of the basic infrastructure that an AI data center developer should manage the Blackwell fleas en masse – has reached “complete availability of production”, announced Wednesday the company in a press release. The news worked to relieve certain concerns about the constraints of the Nvidia supply chain, which the flea manufacturer himself has raised as a challenge in the deployment of his more advanced AI chip.
Nvidia’s shares jumped up to 5.1% to $ 124.64 in New York on Wednesday.
The flea manufacturer based in Santa Clara, California, was faced with challenges to speed up his supply chain to deliver the production of his new Blackwell chip. The demand for fleas continues to exceed supply. In particular, the company has described the complexity of improving its large -scale supply chain when many personalized components are necessary to build its products.
“And therefore almost all the companies in the world seem to be involved in our supply chain,” said Jensen Huang, Managing Director of Nvidia, during a call with analysts in November. In this same call, he specifically referenced Super Micro, with SK Hynix Inc., Taiwan Semiconductor Manufacturing Co., Foxconn Technology Group and others, as partners for this.
The availability of blackwell -based products represents a light point for super micro. In December, the company said that it would replace its financial and legal leadership, the culmination of a tumultuous year during which a former employee allegedly allegedly allegedly tried to overexpress his income. Hindenburg Research in short-seller subsequently referenced the employee’s complaints in a research report on Super Micro, affirming “red accounting flags flags, proofs of transactions by linked parts, sanctions and failures to control exports and customer problems. ” His auditor, Ernst & Young LLP, finally resigned, invoking concerns about the governance and transparency of the company.
The company also faces an investigation by the United States Ministry of Justice following the Hindenburg report.
