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NVIDIA Requests Super Micro Computer (SMCI) to Investigate Illicit Procurement of Chips by China & Forged Server Serial Numbers

NVIDIA Requests Super Micro Computer (SMCI) to Investigate Illicit Procurement of Chips by China & Forged Server Serial Numbers

This does not constitute investment advice. The author does not hold any positions in the stocks mentioned.

NVIDIA’s H100 GPUs Under Scrutiny: Recent Developments

Earlier this year, we highlighted how NVIDIA’s H100 graphics processing units (GPUs), which are critical for AI applications, were reportedly being sold in China despite strict export controls imposed by the U.S. government. This issue has recently attracted the attention of U.S. authorities.

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