Nvidia在新的GPU发射时可能从超级微粒转移出去,这会大大损害供货商艰难的生意。 Nvidia's potential shift away from Supermicro for its new GPU launch could significantly harm the supplier's struggling business.

对于即将推出的布莱克韦尔 GPU,英伟达可能会从Supermicro转移,这可能会损害Supermicro的业务. Nvidia may shift away from Supermicro for its upcoming Blackwell GPU launch, potentially harming Supermicro's business. Nvidia CEO Jensen Huang说对Blackwell的需求是“疯狂”, 预测Q4销售额为10B美元。 Nvidia CEO Jensen Huang says demand for Blackwell is "insane," with forecasts of $10B in Q4 sales. 在一份简短的报告对其会计做法提出关切后,超级微型的库存已经下降了58%。 Supermicro's stock has already dropped 58% after a short report raised concerns about its accounting practices. Nvidia的决定对超级微型公司未来的影响是不确定的,但可能很重大。 The impact of Nvidia's decision on Supermicro's future is uncertain but could be significant.