Replies to post #9208 on NVIDIA Corp (NVDA)

[rolvram]

Supermicro and NVIDIA have a double-edged sword relationship. The relationship exposes Supermicro to supply chain constraints and soaring chip prices. In early 2023, Supermicro struggled to secure a steady supply of NVIDIA's GPUs. Supermicro also doesn't hold any long-term agreements with NVIDIA or its other suppliers that actually lock them in as exclusive partners.