SMCI Has Something Nvidia Doesn’t. Here’s Why That Matters
Nvidia designs the chips, but Supermicro builds something around them that Nvidia simply cannot sell you, and that distinction may be exactly what the market keeps getting wrong about SMCI.
Nvidia designs the chips, but Supermicro builds something around them that Nvidia simply cannot sell you, and that distinction may be exactly what the market keeps getting wrong about SMCI.
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