Nvidia Stock Surges as Super Micro Announces Blackwell-Powered AI Systems Are Ready for Shipment
Nvidia Corp. (NASDAQ: NVDA) saw a 5.1% stock surge on Wednesday, closing at $124.64, after key partner Super Micro Computer Inc. (NASDAQ: SMCI) announced that its AI data center systems powered by Nvidia’s next-gen Blackwell chips are now in full production and ready to ship.
Super Micro’s Announcement Eases Nvidia Supply Chain Concerns
Super Micro’s latest statement confirmed that its AI infrastructure solutions, which are built to support Nvidia’s powerful Blackwell chips, are now fully available for production deployment. This eases concerns about Nvidia’s supply chain, which has struggled to meet the overwhelming demand for AI chips.
With global AI adoption accelerating, Nvidia has faced supply chain bottlenecks in scaling production for Blackwell. Nvidia CEO Jensen Huang previously acknowledged these challenges, citing the complexity of securing custom components for its high-performance AI chips.
Nvidia’s Expanding Supply Chain & Key Partners
Huang highlighted Nvidia’s broad ecosystem of supply chain partners, which includes:
✅ Super Micro Computer Inc. – AI server solutions
✅ SK Hynix Inc. – High-bandwidth memory (HBM) supplier
✅ Taiwan Semiconductor Manufacturing Co. (TSMC) – Advanced chip fabrication
✅ Foxconn Technology Group – Assembly and production
By strengthening partnerships, Nvidia aims to expand supply capacity and meet soaring AI demand from cloud computing giants, enterprises, and research institutions.
Super Micro’s Stock Drama Amid Accounting Allegations
While Super Micro’s AI data center momentum is a positive development, the company has also been under scrutiny. In December 2023, Super Micro announced leadership changes after facing accounting controversies raised in a Hindenburg Research report. The report cited allegations from a former employee regarding financial misstatements, undisclosed transactions, and compliance issues. The company’s auditor, Ernst & Young LLP, resigned, citing transparency concerns.
Despite these challenges, Super Micro’s latest AI advancements with Nvidia could reinforce investor confidence and boost long-term growth prospects.
Can Nvidia’s Stock Hit $200 in 2025?
As Nvidia continues to dominate the AI semiconductor market, analysts are debating whether NVDA stock can surge past $200 in 2025. With strong AI demand, robust supply chain partnerships, and next-gen Blackwell chips now rolling out, Nvidia’s upward trajectory seems unstoppable.
