Super Micro Looks to Broaden GPU Options With AMD Amid Nvidia Risks
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Super Micro's business has benefited from its partnership with Nvidia, but faces risks from over-reliance and supply constraints.
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AMD is expanding in the data center GPU market and its new MI300 chip beats Nvidia's H100 in some benchmarks.
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AMD's growth gives Super Micro more component sourcing flexibility and GPU options for its servers.
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Super Micro already partners with AMD for Epyc server CPUs and could boost AI server sales with AMD Instinct GPUs.
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Diversifying suppliers with AMD could reduce risks for Super Micro and boost margins if it prompts Nvidia price cuts.