Fortune: Inside the $4 Trillion NVIDIA-Supermicro Relationship — Jensen Huang Publicly Praised Dell at GTC as Supermicro Faces Scrutiny
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Fortune published an April 6 deep dive on the Supermicro-NVIDIA relationship dynamics, revealing that just days before a Supermicro-related arrest, Jensen Huang took the GTC stage and pointedly praised competitor Dell as 'the world's leading computer-systems maker.' For builders in the AI infrastructure space, this signals NVIDIA is actively diversifying its server ecosystem partners — Huang can 'walk away any time he wants' from any single partner, and the $4T NVIDIA is increasingly the kingmaker in who gets to build AI data center hardware.