Supermicro Experiencing NVIDIA Chip Shortage
 

Charles Liang, CEO of Super Micro Computer Inc. (SMCI), was interviewed by Bloomberg Television last week—press interest is growing due to his firm benefiting greatly during a massive AI boom period. The San Jose, California-based firm specializes in high-performance and high-efficiency servers—its NVIDIA server product lines are particularly popular at the moment. According to BNN Bloomberg: "production capacity can support sales of as much as $25 billion," but Liang admitted that a shortage of AI GPUs is affecting his company's production goals. Wall Street predicts that Super Micro revenue is expected to double, projecting $14.5 billion "in the year ending in June," while shares have more than tripled since January 1 2024: "as investors bet on increasing need for the equipment that powers AI applications and training."

https://www.techpowerup.com/319264/s...-chip-shortage