Flowvium

Pembanding Perusahaan

Analisis berdampingan posisi rantai pasokan, sinyal institusional, dan skor kesenjangan berita.

VS

Tingkat Kapitalisasi Pasar

BesarvsBesar

Peran Rantai

intermediaryvsintermediary

Skor Kesenjangan

76vs63

Aktivitas IB

82vs76

Perbandingan bauran pendapatan

SMCI
DELL
SMC

Super Micro Computer, Inc.

SMCI · semiconductors

intermediaryBesar ($10B+)
Profil lengkap

Tentang

Super Micro Computer is a leading provider of high-density AI server systems optimized for NVIDIA GPU deployments. Its flexible build-to-order model and liquid cooling expertise position it as a preferred infrastructure partner for AI hyperscaler buildouts.

Didirikan

1993

Karyawan

6,500+

Kantor Pusat

San Jose, California, USA

Pendapatan

$14.9B

Server & Storage Systems88%
Subsystems & Accessories8%
Services4%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)76
Skor aktivitas IB82
Skor liputan media18

Aktivitas IB: HIGH

Sinyal institusional

accumulating$56M

BlackRock

2024-08-13

accumulating$32M

BlackRock

2024-08-13

accumulating$25M

BlackRock

2024-08-13

Pola kaskade

Tidak terdapat dalam pola kaskade yang dilacak.

Hubungan kunci

NVDA· NVIDIA Corporation
supplier
DELL· Dell Technologies Inc.
competitor
FCX· Freeport-McMoRan Inc.
supplier
DEL

Dell Technologies Inc.

DELL · it-software

intermediaryBesar ($10B+)
Profil lengkap

Tentang

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

Didirikan

1984

Karyawan

120,000+

Kantor Pusat

Round Rock, Texas, USA

Pendapatan

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)63
Skor aktivitas IB76
Skor liputan media38

Aktivitas IB: HIGH

Sinyal institusional

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

Pola kaskade

Tidak terdapat dalam pola kaskade yang dilacak.

Hubungan kunci

NVDA· NVIDIA Corporation
partner
HPE· Hewlett Packard Enterprise Company
competitor
HPQ· HP Inc.
competitor
MSFT· Microsoft Corporation
partner