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This is positive as it should minimize impact on sales and keep the supply chain flowing, but it's possible Nvidia will see some near-term effects. After all, Supermicro is one of the leading equipment makers, and considering demand for Blackwell surpasses supply, every player involved in bringing Blackwell to customers holds a key role.

Super Micro Computer is still dropping, and is five times cheaper than its March 2024 peak. Read why I believe SMCI is very attractively valued.

Super Micro Computer (NASDAQ: SMCI), also known as Supermicro, was one of the market's hottest AI stocks. The shares of the maker of high-end servers set a record high of $118.81 on March 13, representing a 5,

Super Micro Computer (NASDAQ: SMCI) stock investors are concerned that the company will lose its coveted status as an Nvidia (NASDAQ: NVDA) partner. Read More: Earn up to $845 cash back this year just by changing how you pay at Costco!