$Super Micro Computer (SMCI.US)$ What do you think? Elon's ...
What do you think?
Elon's Colossus is made with SMCI.
In the next two months the cluster will 2x to 200k H100. All liquid cooled. First part was completed in a staggering 120 days with SMCI. If SMCI have business trouble Tesla mega server cluster will not be serviced.
Who dares to do anything to Elon now?
Is this all only a reasonable FuD in a set up game?
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rOWan aTKInSon : Do not doubt the influence of Musk, he even asked the CEO of nvidia if he needed more funding when selling shares. He will support anything he believes is right, regardless of everything. President Trump is one example. If he wants to acquire SMCI, it can only be described as a drop in the bucket.
102514703 : Sorry, Dell is also considering accepting the other half after all, as Dell's service prices are cheaper.
ma gon OP 102514703 : Can they?
102514703 ma gon OP : Can Dell's capabilities really be doubted? Otherwise, how did Musk allocate half of SMCI to Dell, competing in low-margin server market? Otherwise, how did companies like Foxconn and other Southeast Asian companies suddenly acquire these technologies? The barriers are not high, don't think of SMCI as having a moat.