AIBearishFortune Crypto · Apr 67/10
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Supermicro soared because of $4 trillion Nvidia—but Jensen Huang can walk away any time he wants
Bernstein analysts warn that Nvidia could severely impact Supermicro by reducing GPU supply access, despite Supermicro's success being tied to Nvidia's $4 trillion valuation. The dependency relationship gives Nvidia significant leverage to potentially devastate Supermicro's hardware business at any time.
🏢 Nvidia