(Bloomberg) — Shares of Nvidia Corp. gained on Wednesday after a key partner, Super Micro Computer Inc., said its new AI data center systems powered by Nvidia’s advanced Blackwell chips are now ready to ship.
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Super Micro’s product — which is essentially comprised of the core infrastructure an AI data center developer would need to run Blackwell chips en masse — has reached “full production availability,” the company said in a statement on Wednesday. The news worked to ease some concerns around Nvidia’s supply chain constraints, which the chipmaker itself has raised as a challenge in the rollout of its more advanced AI chip.
Nvidia’s stock jumped as much as 5.1% to $124.64 in New York on Wednesday.
The Santa Clara, California-based chipmaker has been facing challenges in ramping up its supply chain to deliver on the production of its new…