(Bloomberg) – Shares of Nvidia Corp. Won on Wednesday after an important partner, Super Micro Computer Inc., said that the new AI Data Center systems powered by the advanced Blackwell -Chips from Nvidia are now ready to send.
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The product of Super Micro -which in essence consists of the core infrastructure that an AI data center developer Masse Blackwell -chips should run -has “full production -availability,” the company said in a statement on Wednesday. The news worked to alleviate some concerns about the limitations of Nvidia’s Supply Chain, who took on the chip maker himself as a challenge in the rollout of his more advanced AI chip.
The shares of Nvidia jumped to 5.1% to $ 124.64 in New York on Wednesday.
The chip maker in Santa Clara, in California, stands for challenges in increasing his supply chain to deliver the production of his new Blackwell chip. The demand for the chips continues to exceed the supply. In particular, the company has described the complexity to stimulate its supply chain to scale when many adapted components are needed to build its products.
“And so almost every company in the world seems to be involved in our supply chain,” said Nvidia Chief Executive Officer Jensen Huang on a call with analysts in November. In the same call, he specifically referred to Super Micro, together with SK Hynix Inc., Taiwan Semiconductor Manufacturing Co., Foxconn Technology Group and others, as partners.
The availability of the products based on Blackwell is a bright spot for Super Micro. The company said in December that it would replace its financial and legal leadership, the highlight of a tumultuous year in which a former employee in the federal court claimed that the company had tried to overestimate his income. Short Seller Hindenburg investigation then referred to the employee’s claims in a research report on Super Micro and claims that “striking accounting red flags, proof of non-known party transactions, sanctions and export control errors and customer issues”. The auditor, Ernst & Young LLP, eventually resigned and called himself worries about the board and transparency of the company.
The company is also confronted with a probe from the US Department of Justice after the Hindenburg report.