Gate News message, April 23 — Despite competition from Google and supply chain disruptions, Nvidia remains the dominant player in AI hardware. TD Cowen reaffirmed its buy rating on Nvidia on Thursday, citing the company’s leadership in performance and software ecosystem breadth. The endorsement came as Nvidia announced new partnerships across multiple industries.
In the UK, telecom firm BT and cloud infrastructure company Nscale plan to build AI data centers using Nvidia’s full-stack infrastructure. Nscale will develop up to 14 megawatts of AI data center capacity across three BT sites, with BT providing connectivity. The infrastructure will enable organizations to run AI systems securely without relying on foreign-controlled infrastructure, with applications in healthcare data analysis, energy, finance, and security.
On the automotive front, Nvidia and Chinese company Desay SV announced a joint intelligent driving solution for the Beijing Auto Show. Built on Nvidia’s DRIVE AGX Thor computing platform with NVLink interconnect technology, the system delivers 4,000 FP4 TFLOPS and is designed for Level 3 and Level 4 autonomous vehicles. The edge-side computing approach improves real-time performance, data security, and reliability for both highway and urban driving.
However, Nvidia’s supply chain faces significant headwinds. Super Micro Computer’s stock fell 10% after reports that Oracle canceled an order for 300 to 400 NVL72 server racks, wiping out a contract valued between $1.1 billion and $1.4 billion. The cancellation is reportedly linked to a lawsuit against Super Micro’s co-founder over alleged smuggling of AI graphics processors to China. Wistron NeWeb is believed to have taken over the racking business.
Additionally, supply chain sources flagged considerable unsold B200 GPU inventory accumulation. Buyers have shifted demand toward the newer GB200 NVL72 racks, with contracts awarded to Dell and Hewlett-Packard Enterprise instead of Super Micro. The supply chain shuffle reflects growing pains as Nvidia scales its sovereign infrastructure, autonomous vehicle technology, and financial services initiatives.
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