IT Home On May 21, it was reported that Supermicro Computer successfully signed a huge order for GB200 server cabinets with Nvidia, and successfully entered the Blackwell AI GPU supply chain, Accounting for 25% of the total supply, The total number will reach 10000 sets.
In the AI boom, Micro Computer Corporation (SMCI) has occupied the market headlines for a long time. The company's stock price not only performed well, with a year-on-year growth of 182%, but also successfully established a partnership with NVIDIA, becoming the focus of the market.
SMCI focuses on high-performance servers and storage systems designed for AI workloads. In the past few quarters, orders have poured in.
IT Home learned from the report that SMCI has increased its stocking efforts in recent weeks, from which supply chains such as Shuanghong, NedTech Chaozhong, Huatai, Youqun, etc. have benefited.
The world's major cloud service providers (CSPs) are accelerating the testing of GB200 AI servers, and the mass production side is not idle. The upstream and downstream supply chain led by SMCI recently learned that SMCI's GB200 cabinet shipment target next year, and began to speed up the preparation of goods, striving to deliver on time in the second half of the year.
Industry insiders pointed out that in order to compete with Hon Hai and Quanta, SMCI has recently started to increase its expediting efforts on the supply chain, and even directly issued a clear target number of shipments, which is to strengthen the confidence of the supply chain, and expect the supply chain to stock up early, so that the cabinets loaded with GB200 can be delivered to end customers on time next year.
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