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巨型

链条角色

intermediaryvsleader

间隙评分

76vs5

IB活动

82vs95

营收结构比较

SMCI
NVDA
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
NVD

NVIDIA Corporation

NVDA · semiconductors

leader巨型 ($1T+)
完整资料

简介

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.

成立时间

1993

员工人数

32,000+

总部

Santa Clara, California, USA

营收

$130.5B

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

新闻缺口信号

间隙评分(沉默=信号)5
IB活动评分95
媒体覆盖评分98

IB活动: HIGH

机构信号

accumulating$6.2B

BlackRock

2024-08-13

accumulating$2.8B

BlackRock

2024-08-13

accumulating$3.0B

BlackRock

2024-08-13

关键关系

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