How Oracle’s Canceled Nvidia Server Order At Supermicro (SMCI) Has Changed Its AI Infrastructure Investment Story

In mid-April 2026, Super Micro Computer disclosed new compact, energy‑efficient edge AI systems built on AMD’s EPYC 4005 “Zen ...

Dell's AI Moment: Why Inference And CPUs (Not GPUs), Is Driving The Next Growth Cycle

Dell (DELL) upgraded to Buy as AI infrastructure and inference drive growth. Valuation remains attractive with FWD P/S below ...

Oracle Setback And Legal Issues Test Super Micro Computer Valuation Story

Oracle reportedly canceled a major contract with Super Micro Computer involving hundreds of Nvidia powered server racks, with ...

Why Super Micro Computer Shares Are Falling On Thursday?

Super Micro Computer Inc. SMCI shares cratered during Thursday's session. The sell-off follows reports that Oracle Corp. ORCL ...

Why Oracle stock just dropped

Oracle has at least a couple good reasons to be leery of Super Micro right now.
Blockonomi

Super Micro Computer (SMCI) Stock Plummets 10% After Oracle Cancels Massive AI Server Deal

Super Micro (SMCI) stock tumbles 10% as Oracle reportedly cancels $1.4B AI rack order. Co-founder faces federal charges over ...

Super Micro tumbles 10% on reported $1.4B Oracle contract loss

Super Micro Computer (NASDAQ:SMCI) shares fell 10% Thursday after reports emerged that the company lost a significant contract with Oracle (NYSE:ORCL) for Nvidia (NASDAQ:NVDA) GB300 NVL72 racks.

Super Micro skids on reports it lost 'significant' contract with Oracle

Super Micro (SMCI) stock drops on report Oracle (ORCL) canceled $1.1B–$1.4B racks amid Nvidia chip-smuggling case.
Computer Weekly

Blackbox replaces two racks of HPE storage with 8U of Everpure

UK-based IaaS ‘sovereign’ provider, with multiple public sector-facing clients, replaced end-of-life 3PAR arrays with ...
CRN

Arm Exec: New AGI CPU Has Big On-Prem Potential—But Limited Channel Play For Now

The executive behind Arm’s push to sell its first silicon product into data centers told CRN that he sees a big opportunity ...

Scale Computing(TM) Enables Organizations to Replace VMware(R) on Dell VxRail(TM) Appliances to Reuse Existing Hardware as Memory and Server Prices Surge

Customers can extend the life of VxRail systems, cut infrastructure costs by at least 25 percent, and modernize with Scale Computing HyperCore(TM) virtualization suite AUSTIN, Texas, April 21, 2026 ...