DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - The Investment & Markets Channel, Supermicro
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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Supermicro cofounder resigns from board following China GPU smuggling charge, shares down 33%
US claims $2.5bn of servers shipped to China
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Saudi's DataVolt signs $20bn deal with Supermicro
Vendor's hardware to be deployed at DataVolt data centers in Saudi Arabia and the US
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Supermicro files delayed SEC filing, avoids Nasdaq delisting
Company’s shares up 22 percent as a result of meeting deadline
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AI cloud Lambda raises $480m, including from Nvidia, In-Q-Tel, and Andrej Karpathy
Andra Capital and SGW lead Series D
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Supermicro posts strong AI earnings, but warns of Blackwell supply challenges
Claims to be the biggest global supplier of direct liquid cooling
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Supermicro dropped from Nasdaq 100
Company also faces Nasdaq delisting amidst financial reporting issues
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Supermicro says it found "no evidence of fraud or misconduct," but will replace its CFO
Says it was reasonable to rehire employees that left during previous scandal
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Supermicro appoints new auditor, files plan to avoid Nasdaq delisting
BDO USA brought in to get to the bottom of accounting irregularities
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Supermicro delays quarterly report, faces Nasdaq delisting
After its accounting firm abruptly quit financial review
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Supermicro's share price drops 33% as auditor resigns over firm's financial statements
EY “unwilling to be associated with the financial statements prepared by management"
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Supermicro shares drop 25% on short seller report, company delays annual filing
As questions are raised about the accounting practices of the AI server maker
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Supermicro leases 21MW at Prime Data Centers facility, sublets to Lambda Cloud in $600m deal
In an unusual decade-long arrangement
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Supermicro to launch data center building solution; currently facing DLC component shortages
Claims solution will take a year of typical build time