China reportedly bought Nvidia AI chips embedded in Super Micro, Dell servers [Seeking Alpha]
Super Micro Computer, Inc. (SMCI)
Last super micro computer, inc. earnings: 8/3 04:05 pm
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Source: Seeking Alpha
tender documents reviewed by Reuters, underscoring the challenges the U.S. faces in restricting chip exports to China. These advanced chips were embedded in server products made by Super Micro Computer ( SMCI ) and Dell Technologies ( ), according to tenders fulfilled between November 20 and February 28. This was after the U.S. had widened chip export controls , although it's unclear if the chips had been acquired prior to this. The buyers included the Chinese Academy of Sciences, Shandong Artificial Intelligence Institute, Hubei Earthquake Administration, and a space science center. An Nvidia ( NVDA ) spokesperson said the tenders show that the products were exported before U.S. restrictions and "are a negligible fraction of the products sold worldwide." The U.S. has banned Nvidia ( NVDA ) and its partners from selling high-end chips to China, including via third parties, but the sale and purchase of these chips are not illegal in China, the report noted The U.S. Commerce D
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SMCI
Earnings
- 4/30/24 - Beat
SMCI
Sec Filings
- 5/1/24 - Form 4
- 5/1/24 - Form 4
- 5/1/24 - Form 144
- SMCI's page on the SEC website