Nvidia Stock Ticks Up. It’s Getting a Super Micro Boost.
Sep 12, 2025 06:52:00 -0400 by Adam Clark | #Chips
Nvidia chips are the favored choice for training artificial-intelligence models. (Akio Kon/Bloomberg)
Key Points
About This Summary
- Nvidia shares rose Friday as Super Micro Computer begins shipping its newest AI servers.
- Super Micro Computer is now delivering Nvidia’s GB300 NVL72 racks in volume to customers across the globe.
- Alibaba and Baidu are using self-developed chips to train AI models, partly replacing Nvidia hardware.
Nvidia was edging higher early Friday as the ramp up of its newest artificial-intelligence servers gathers pace with the help of partner Super Micro Computer.
Nvidia shares were up 0.4% at $177.89 in early trading. The stock fell 0.1% on Thursday.
Super Micro Computer said late Thursday that it is now delivering Nvidia’s GB300 NVL72 racks in volume to customers globally. Super Micro shares were up 2.9%.
The NVL72 systems incorporate 72 graphic-processing units linked together inside one server rack, up from eight GPUs in the previous version. Increasing sales of the newest systems should benefit Nvidia’s revenue—according to HSBC estimates, the GB200 NVL72 price is $2.6 million a server, while the GB300 NVL72 costs $3 million.
CoreWeave and Dell Technologies announced the first cloud provider deployment of Nvidia’s GB300 NVL72 AI systems back in July. However, Super Micro’s announcement is important evidence of large-scale shipments taking off.
Progress with new AI server racks will be balanced against apparently dimming prospects that Nvidia will resume chip sales in China. Chinese internet companies Alibaba and Baidu are using self-developed chips to train AI models, partly replacing Nvidia hardware, according to a report from technology-focused outlet The Information. The Chinese government has discouraged companies from buying Nvidia chips.
Alibaba and Baidu didn’t immediately respond to requests for comment early on Friday.
Among other chip makers, Advanced Micro Devices was broadly flat, and Broadcom was down 0.1% in morning trading.
Write to Adam Clark at adam.clark@barrons.com