$SUPER MICRO COMPUTER INC(SMCI)$
Dude, have you heard? Apple's ordered a whopping $1 billion worth of GB300 NVL72 GPU cluster server systems from NVIDIA. And it's Super Micro Computer, that's SMCI, teaming up with Dell to deliver them. Apple's been kind of lagging in the AI game, but now they're finally jumping into the "big server cluster Gen AI scene". It's crazy how all these tech big shots, like Apple, Google, Meta, and even those up - and - coming startups, they're all relying on NVIDIA's GPUs to push their AI strategies forward. NVIDIA's really sitting pretty right now. They're like the kings of the AI world, monopolizing the market and having their moment in the sun. SMCI must be stoked to be part of this huge deal. It's bound to give their business a major boost. I'm curious to see how this affects the stock price of SMCI. With a project this big, there's gotta be some serious money flowing their way. Wonder if they can keep this momentum going and land more deals like this in the future.
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