Comments on: How Much Can Dell Profit From The AI Wave? https://www.nextplatform.com/2024/05/31/how-much-can-dell-profit-from-the-ai-wave/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Mon, 10 Jun 2024 16:33:06 +0000 hourly 1 https://wordpress.org/?v=6.7.1 By: Timothy Prickett Morgan https://www.nextplatform.com/2024/05/31/how-much-can-dell-profit-from-the-ai-wave/#comment-225046 Sat, 01 Jun 2024 02:05:15 +0000 https://www.nextplatform.com/?p=144219#comment-225046 In reply to Abhishek Joshi.

Supermicro is making machinery for Meta Platforms and very likely is the manufacturer of DGX systems for Nvidia. The same rules no doubt apply. Supermicro is getting the allocations of the big customers it is building machinery for as well as its own. You can see its numbers. While it is profitable, the margins are not high. They are getting a little better.

]]> By: Abhishek Joshi https://www.nextplatform.com/2024/05/31/how-much-can-dell-profit-from-the-ai-wave/#comment-225045 Sat, 01 Jun 2024 01:59:14 +0000 https://www.nextplatform.com/?p=144219#comment-225045 So, what does this mean for SMCI?

> It is hard to predict this. GPU allocations are based on whether the end customer has the datacenter power and space to take the machines right now, and if you don’t, you go back to the end of the line and Nvidia or AMD will give those GPUs to someone who can deploy now.

SMCI also has been an NVIDIA favoured partner AFAIK. And it is kind of known for its fast deployments. What do you think their margins will be like?

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