Shares of Nvidia gained on Wednesday after a key partner, Super Micro Computer, said its new AI data centre systems powered by Nvidia’s advanced Blackwell chips are now ready to ship.
Super Micro’s product – which is essentially comprised of the core infrastructure an AI data centre developer would need to run Blackwell chips en masse – has reached “full production availability,” the company said in a statement on Wednesday. The news worked to ease some concerns around Nvidia’s supply chain constraints, which the chipmaker itself has raised as a challenge in the roll-out of its more advanced AI chip.
Nvidia’s stock jumped as much as 5.1 per cent to US$124.64 in New York on Wednesday.
The Santa Clara, California-based chipmaker has been facing challenges in ramping up its supply chain to deliver on the production of its new Blackwell chip. Demand for the chips continues to exceed supply. In particular, the company has described the complexities of boosting its supply chain at scale when many custom components are necessary to build its products.
“And so almost every company in the world seems to be involved in our supply chain,” Nvidia Chief Executive Officer Jensen Huang said on a call with analysts in November. In that same call, he specifically referenced Super Micro, along with SK Hynix, Taiwan Semiconductor Manufacturing Co, Foxconn Technology Group and others, as partners in doing so.
