Mizuho: NVIDIA Might Miss Its Guidance If Super Micro Computer (SMCI) Fails To Find Operational Funding ...Middle East

Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is in a veritable maelstrom at the moment, battling allegations of financial malfeasance, a preliminary DOJ investigation, an audit-related nightmare where the firm has lost its second auditor in around 18 months, and an imminent de-listing from the Nasdaq exchange. Now, Mizuho has penned an important note, arguing that NVIDIA might not be able to emerge from this saga unscathed, especially as Super Micro Computer constitutes its third-largest customer. Mizuho on $SMCI $NVDA $DELL Klein also warns that SMCI supplier NVIDIA is now at risk of missing […]

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