Flowvium

公司比較

並排比較供應鏈位置、機構信號和新聞間隙評分。

VS

市值區間

大型vs大型

鏈條角色

intermediaryvsintermediary

間隙評分

76vs63

IB活動

82vs76

營收結構比較

SMCI
DELL
SMC

Super Micro Computer, Inc.

SMCI · semiconductors

intermediary大型 ($10B+)
完整資料

簡介

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.

成立時間

1993

員工人數

6,500+

總部

San Jose, California, USA

營收

$14.9B

Server & Storage Systems88%
Subsystems & Accessories8%
Services4%

新聞缺口信號

間隙評分(沉默=信號)76
IB活動評分82
媒體覆蓋評分18

IB活動: HIGH

機構信號

accumulating$56M

BlackRock

2024-08-13

accumulating$32M

BlackRock

2024-08-13

accumulating$25M

BlackRock

2024-08-13

級聯模式

未出現在任何追蹤的級聯模式中。

關鍵關係

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+)
完整資料

簡介

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.

成立時間

1984

員工人數

120,000+

總部

Round Rock, Texas, USA

營收

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

新聞缺口信號

間隙評分(沉默=信號)63
IB活動評分76
媒體覆蓋評分38

IB活動: HIGH

機構信號

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

級聯模式

未出現在任何追蹤的級聯模式中。

關鍵關係

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