An important role in the AI supply chain is obviously played by microchips, and in this sector, Nvidia now dominates almost unchallenged.
There are several microchip manufacturers, but those to be used for artificial intelligence require great computing power and speed. Nvidia is literally dominating this specific sector.
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The Supermicro case
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Super Micro Computer, also known simply as Supermicro, is a US giant that produces servers, including for the AI sector.
Founded in 1993 in the heart of Silicon Valley, California, it has more than 5,000 employees and an annual revenue that exceeds 7 billion dollars.
It is listed on the stock exchange on Nasdaq with the ticker SMCI, and it has recently made headlines for a 44% drop in two days.
On Tuesday, October 29, it had closed the stock market session with a price above $49, but subsequently, due to very disappointing economic data, its price first plummeted below $33 the next day, and then continued the fa
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