Flowvium

Pembanding Perusahaan

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

VS

Tingkat Kapitalisasi Pasar

BesarvsTitan

Peran Rantai

intermediaryvsleader

Skor Kesenjangan

76vs5

Aktivitas IB

82vs95

Perbandingan bauran pendapatan

SMCI
NVDA
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
NVD

NVIDIA Corporation

NVDA · semiconductors

leaderTitan ($1T+)
Profil lengkap

Tentang

NVIDIA is the dominant designer of graphics processing units and AI accelerator chips. Its data-center GPU monopoly powers the generative-AI revolution, with the H100 and successor Blackwell GPUs serving as the de-facto standard for training and running large language models.

Didirikan

1993

Karyawan

32,000+

Kantor Pusat

Santa Clara, California, USA

Pendapatan

$130.5B

Data Center78%
Gaming12%
Professional Visualization4%
Automotive & Robotics4%
OEM & Other2%

Sinyal kesenjangan berita

Skor Kesenjangan (diam = sinyal)5
Skor aktivitas IB95
Skor liputan media98

Aktivitas IB: HIGH

Sinyal institusional

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

Hubungan kunci

TSM· Taiwan Semiconductor Manufacturing Company
supplier
005930.KS· Samsung Electronics
supplier
000660.KS· SK Hynix
supplier
MU· Micron Technology
supplier
MSFT· Microsoft Corporation
customer