Could This Move by Nvidia Protect It From Super Micro Computer's Woes?

Super Micro Computer (NASDAQ: SMCI) and Nvidia (NASDAQ: NVDA) have both been winners during this artificial intelligence (AI) boom. Nvidia makes graphics processing units (GPUs) and other related products and services, while Super Micro Computer, also known as Supermicro, incorporates GPUs -- those of Nvidia and other chip designers -- into its server systems for data centers. This has resulted in triple-digit sales growth for both companies in the latest quarters; ongoing high demand is a positive sign for the future.But in recent times, Supermicro has stumbled. A short report in August alleged troubles at the company, and at the same time but in an unrelated move, Supermicro delayed its 10-K annual report. A few weeks later, The Wall Street Journal reported that the Justice Department was investigating the company. Supermicro's problems intensified last month when the firm's auditor, Ernst & Young, quit, citing concerns about the company's financial reporting.Now, it's natural for investors to worry about the impact of these troubles on Nvidia due to the companies' relationship. But could one particular move by Nvidia protect it from Supermicro's woes? Let's find out.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool