Flowvium

公司比较

并排比较供应链位置、机构信号和新闻间隙评分。

VS

市值区间

大型vs大型

链条角色

intermediaryvsintermediary

间隙评分

76vs63

IB活动

82vs76

营收结构比较

SMCI
DELL
SMC

Super Micro Computer, Inc.

SMCI · semiconductors

intermediary大型 ($10B+)
完整资料

简介

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.

成立时间

1993

员工人数

6,500+

总部

San Jose, California, USA

营收

$14.9B

Server & Storage Systems88%
Subsystems & Accessories8%
Services4%

新闻缺口信号

间隙评分(沉默=信号)76
IB活动评分82
媒体覆盖评分18

IB活动: HIGH

机构信号

accumulating$56M

BlackRock

2024-08-13

accumulating$32M

BlackRock

2024-08-13

accumulating$25M

BlackRock

2024-08-13

级联模式

未出现在任何追踪的级联模式中。

关键关系

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

Dell Technologies Inc.

DELL · it-software

intermediary大型 ($10B+)
完整资料

简介

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.

成立时间

1984

员工人数

120,000+

总部

Round Rock, Texas, USA

营收

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

新闻缺口信号

间隙评分(沉默=信号)63
IB活动评分76
媒体覆盖评分38

IB活动: HIGH

机构信号

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

级联模式

未出现在任何追踪的级联模式中。

关键关系

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