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Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
Supermicro is a huge reseller of NVIDIA GPUs while also having tons of auditing issues. They're also 11%ish of NVIDIA's revenue according to an analyst I talked to. Very good signs all round really!
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2025-04-29T22:46:45.586Z