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 Corporation is a powerhouse in the tech world, known for its cutting-edge graphics and computing solutions. It's a go-to for gamers, offering GeForce GPUs and the GeForce NOW streaming service. Professionals in various industries rely on NVIDIA's Quadro/NVIDIA RTX GPUs and virtual GPU software for top-notch visual computing. Beyond graphics, NVIDIA dives into data center computing, networking with its Quantum and Spectrum platforms, and spearheads innovations in automated driving with NVIDIA DRIVE. Its technology also supports robotics, AI, and the burgeoning metaverse through Omniverse software. Founded in 1993, NVIDIA's influence spans globally, headquartered in Santa Clara, California.
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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