SMCI

2 briefs

ethics 2026-05-06

Supermicro's Co-Founder Was Indicted for Smuggling $2.5 Billion in AI Chips to China. The Stock Jumped 18%.

The market decided the indictment was contained and the guidance was real. One of those bets is probably right.

power 2026-04-16

Jensen Huang Said There Was No Evidence. There Were Six Indictments.

Federal prosecutors have charged six men in three weeks with smuggling billions in Nvidia chips to China. The CEO who denied it is now selling chips to the US government instead.