Nvidia & Supermicro
36 shared events · Importance 3 · Last updated Aug 23, 2026
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International
Nvidia: Nvidia's AI chips are at the center of the alleged smuggling operation, with their export to China being restricted by United States regulations. The company's products are being diverted through illegal channels.
Supermicro: Supermicro's offices in Taiwan were raided as part of an investigation into alleged illegal exports of Nvidia AI chips to China. The company's stock fell significantly, and it is cooperating with authorities.
Apr 20, 2026 · 34 articles
Business
Nvidia: Nvidia's GPU-accelerated systems, including Blackwell and Blackwell Ultra architectures, are integral to the AI infrastructure deployed by Verda, reinforcing Nvidia's position as a key technology provider in the AI market.
Supermicro: Supermicro partnered with Verda to provide NVIDIA GPU-accelerated systems for Verda's AI cloud infrastructure, expanding its market reach and demonstrating its leadership in AI solutions.
May 27, 2026 · 6 articles
International
Nvidia: Nvidia>>>'s AI chips are the core components being smuggled, leading to scrutiny over its supply chain and compliance with export controls. The company has emphasized its commitment to abiding by US export controls.
Supermicro: Supermicro>>>'s AI servers are the subject of the smuggling investigations in both Taiwan and the US, raising concerns about its internal controls and potential involvement in illicit trade. Its co-founder was charged in a related US case.
May 21, 2026 · 22 articles
Regulatory
Nvidia: Nvidia is the chip supplier at the center of the smuggling probe; its employee's detention raises concerns about internal compliance and potential legal exposure.
Supermicro: Super Micro is the server manufacturer whose products were allegedly smuggled; its co-founder has been charged in the U.S., and multiple employees are detained in Taiwan.
Jul 28, 2026 · 20 articles
Business
Nvidia: Nvidia rose 3% as AI demand continues, with its chips powering data centers. The company remains a key beneficiary of the AI capex cycle.
Supermicro: Super Micro forecast 2027 revenue above expectations, with shares jumping 19%. Its gross margin improved significantly, indicating strong AI server demand.
Aug 05, 2026 · 65 articles
Tech
Nvidia: Nvidia is launching its new Vera Rubin platform, which is expected to significantly enhance its market position in AI infrastructure and drive future revenue growth. The company is expanding its ecosystem and solidifying its dominance in the AI chip market.
Supermicro: Supermicro is a top partner manufacturing Vera Rubin servers, which positions it to benefit from the growing demand for AI infrastructure and strengthens its product offerings.
May 31, 2026 · 28 articles
Domestic
Nvidia: Nvidia>>> was a major drag on the S&P 500>>> as investors took profits and worried about stretched valuations in the semiconductor sector.
Supermicro: Supermicro>>>'s shares tumbled after announcing plans to raise $7 billion, signaling potential dilution and funding concerns for its AI server demand.
Jun 10, 2026 · 10 articles
Business
Nvidia: Fell 3.7% in one session, heaviest weight on S&P 500; lost over $300 billion in market cap in a single day.
Supermicro: Tumbled 28% after announcing $7B stock and convertible preferred stock offering.
Apr 20, 2026 · 344 articles
Tech
Nvidia: Nvidia launched the DGX Station for Windows, expanding its AI supercomputing capabilities to the Windows ecosystem, which is expected to boost its market position and revenue.
Supermicro: Supermicro will be a partner offering the DGX Station for Windows, which could lead to increased sales and market visibility for its server and workstation products.
Jun 01, 2026 · 6 articles
Regulatory
Nvidia: Nvidia is proactively tightening compliance to avoid U.S. penalties, but the move reduces its customer base in Asia and signals a retreat from the Chinese market, potentially impacting long-term revenue.
Supermicro: A Supermicro co-founder was indicted for allegedly smuggling Nvidia chips to China, highlighting the risks of export control evasion and prompting stricter industry compliance.
Jul 14, 2026 · 8 articles
Regulatory
Nvidia: Nvidia's AI chips were embedded in the servers illegally sold by Supermicro to China, making Nvidia indirectly involved due to the export restrictions on its products.
Supermicro: Supermicro is the primary defendant in multiple class action lawsuits alleging securities fraud due to its undisclosed sales of servers to China in violation of U.S. export control laws. The company's stock price has significantly declined following these revelations and the unsealing of a Department of Justice indictment against its co-founder and other senior employees.
May 01, 2026 · 90 articles
International
Nvidia: Nvidia's stock dipped significantly, reflecting concerns over an AI bubble and contributing to the tech sell-off.
Supermicro: Supermicro tumbled significantly, exacerbating concerns over an AI bubble and contributing to the tech sell-off.
Jun 10, 2026 · 8 articles
Tech
Nvidia: Nvidia's Vera Rubin/GB300 platform is supported by some of the new rack models, indicating continued collaboration and integration with Nvidia's AI hardware.
Supermicro: Supermicro is the company launching the new rack portfolio, which enhances its product offering and competitive position in AI data center infrastructure.
Jul 30, 2026 · 10 articles
Tech
Nvidia: Affected via OpenBMC-derived products, though impact is limited.
Supermicro: Affected by predictable session IDs, firmware integrity issues, and extractable secrets, increasing risk of compromise.
Aug 05, 2026 · 6 articles
unfocused
Nvidia: Nvidia's stock added to its value, with its total market value exploding over $5.8 trillion, driven by the AI boom and strong demand for its chips.
Supermicro: Supermicro gained 11.6%, contributing to the tech sector's strong performance amid renewed optimism around AI.
May 19, 2026 · 199 articles
Business
Nvidia: Nvidia's Blackwell GPUs are a key component of the infrastructure QumulusAI is deploying, indicating continued demand for Nvidia's advanced hardware in AI applications. This reinforces Nvidia's position as a leading provider of AI accelerators.
Supermicro: Supermicro will also supply bare-metal servers for QumulusAI's deployments, indicating its role as a hardware provider in the AI infrastructure ecosystem. This contributes to Supermicro's revenue and market presence.
Jun 11, 2026 · 6 articles
Business
Nvidia: Nvidia>>> is expanding its security collaboration with Akamai Technologies>>> and other partners to embed Zero Trust security directly into its Vera BlueField-4 STX storage architecture, crucial for protecting AI factories. This move strengthens its ecosystem and product offerings in AI infrastructure.
Supermicro: Supermicro is developing STX-based systems, contributing to the manufacturing of secure AI storage solutions.
May 31, 2026 · 34 articles
Business
Nvidia: Nvidia's powerful chips are integral to Dell Technologies's AI-optimized servers, making Nvidia a key component supplier benefiting from Dell Technologies's success.
Supermicro: Supermicro is a supplier of server and data center equipment, benefiting from the increased demand for AI infrastructure alongside Dell Technologies.
May 28, 2026 · 8 articles
Business
Nvidia: Nvidia is collaborating with AiRANACULUS on the United States — NASA contract, with AiRANACULUS' INSPiRE technology leveraging Nvidia accelerated computing platforms like the Nvidia Aerial Testbed and Nvidia GH200 Grace Hopper Superchip.
Supermicro: Supermicro is an industry collaborator with AiRANACULUS on the United States — NASA contract, contributing to the development of next-generation communication networks for space missions.
Jun 26, 2026 · 6 articles
International
Nvidia: Nvidia partnered with financial firms to mobilize over $500 billion for compute financing.
Supermicro: Supermicro's earnings also supported tech sentiment.
Aug 11, 2026 · 27 articles
International
Nvidia: Nvidia>>>'s share price surged after its CEO announced several product updates, including a new chip with AI capabilities, driving optimism in the technology sector.
Supermicro: Supermicro rose 6.3%, reflecting positive sentiment in the AI server market.
May 18, 2026 · 316 articles
International
Nvidia: Nvidia's stock rose, contributing significantly to the S&P 500's gains due to its immense size and role in the AI boom.
Supermicro: Super Micro Computer saw gains, following Dell's strong performance and the overall positive sentiment in the AI sector.
May 25, 2026 · 35 articles
Business
Nvidia: Nvidia's Vera CPU powers Hewlett-Packard's new ProLiant Compute DL394 Gen12 server, indicating its role in the AI infrastructure market.
Supermicro: Supermicro is mentioned as a competitor to Hewlett-Packard in the server and networking products market.
May 23, 2026 · 17 articles
Tech
Nvidia: Nvidia GTC 2026 was the event where the Nutanix Agentic AI solution was initially announced, indicating a connection between Nutanix's AI strategy and Nvidia's ecosystem.
Supermicro: Supermicro is a partner with Nutanix, collaborating to deliver open, highly efficient solutions for AI workloads.
Apr 07, 2026 · 13 articles
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