Stocks
Nvidia's AI Dominance Tests Super Micro's Server Prospects
Super Micro Computer Inc., which makes AI servers, saw its stock fall by about 3% on Thursday, ahead of earnings. This decline comes as investors consider how Nvidia's increasing dominance over artificial-intelligence infrastructure will impact server partners.
Nvidia is moving more deeply into full artificial intelligence systems, and the question is whether there is still value for server vendors like Super Micro.
Elon Musk chimed in on this argument, stating that SpaceX aims to build its future AI infrastructure using Nvidia technology.
Super Micro's upcoming earnings report, scheduled for August 11, will provide clues on whether the company can continue to benefit from the AI buildout.