Nvidia Jumps on Super Micro Saying Blackwell-Based System Ready

The Nvidia headquarters in Santa Clara, California.

Photographer: David Paul Morris/Bloomberg

Shares of Nvidia Corp. gained on Wednesday after a key partner, Super Micro Computer Inc.Bloomberg Terminal, said its new AI data center systems powered by Nvidia’s advanced Blackwell chips are now ready to ship.

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.