The post Nvidia increasingly dominant in the AI supply chain appeared on BitcoinEthereumNews.com.

An important role in the AI supply chain is obviously played by microchips, and in this sector, Nvidia now dominates almost unchallenged.  There are several microchip manufacturers, but those to be used for artificial intelligence require great computing power and speed. Nvidia is literally dominating this specific sector.  “`html The Supermicro case “` Super Micro Computer, also known simply as Supermicro, is a US giant that produces servers, including for the AI sector.  Founded in 1993 in the heart of Silicon Valley, California, it has more than 5,000 employees and an annual revenue that exceeds 7 billion dollars.  It is listed on the stock exchange on Nasdaq with the ticker SMCI, and it has recently made headlines for a 44% drop in two days.  On Tuesday, October 29, it had closed the stock market session with a price above $49, but subsequently, due to very disappointing economic data, its price first plummeted below $33 the next day, and then continued the fall on Thursday and Friday to the current $26. Just think that at the beginning of the year the price of its shares had risen from $28 to almost $123 in just over two months, then settled around $80 until mid-July. Since then it first fell below $40, and then plummeted even below $30. The current price, however, is still higher than at the beginning of the bullrun of 2023, given that two years ago it was just slightly above $8. Nvidia’s Intervention: the Dominance of the AI Supply Chain For some time now, the Supermicro servers dedicated to AI have been equipped with Nvidia microchips.  The problem is that the company in trouble risks perhaps even going bankrupt, and so Nvidia has intervened to restructure its orders, reshaping the supply chain of intelligenza artificiale. If Supermicro is in…

---

Filed under: News - @ November 4, 2024 4:25 pm