重要用戶在危機期間選擇緯創作為 NVIDIA AI 伺服器，超微電腦 (SMCI) 遭受重創

有報告指出其與 NVIDIA 的關係受到嚴重干擾，其客戶群發生顯著變化，將矛頭轉向了 Super Micro Computer (SMCI)

Super Micro Computer (SMCI) is facing challenges as key customers opt for Wistron for NVIDIA AI servers amid the ongoing crisis.

由於主要客戶在持續的危機中選擇緯創資通作為 NVIDIA AI 伺服器，超微計算機 (SMCI) 面臨挑戰。

Reports of a major strain in its relationship with NVIDIA and a significant shift in its customer base are putting Super Micro Computer (SMCI) at a critical juncture. One of SMCI's largest customers, YTL Group, is said to be turning to other suppliers after the company allegedly failed to fulfill a large order for NVIDIA's NVL72 GB200 crisps.

有報導稱，超微計算機 (SMCI) 與 NVIDIA 的關係出現重大緊張，且其客戶群發生重大轉變，這使得該公司正處於關鍵時刻。 SMCI 最大的客戶之一楊忠禮集團 (YTL Group) 據稱未能履行 NVIDIA NVL72 GB200 薯片的大筆訂單，據稱該公司正在轉向其他供應商。

Initially planning to use SMCI's AI servers for a cutting-edge green AI data center in Malaysia, YTL Group has now shifted the order to Taiwan's Wistron Group. The decision comes as SMCI delays the expansion of its Malaysian factory for increasing server cabinet production.

楊忠禮集團最初計劃將 SMCI 的人工智慧伺服器用於馬來西亞尖端的綠色人工智慧資料中心，現已將訂單轉移給台灣緯創集團。這項決定是在 SMCI 推遲其馬來西亞工廠擴建以增加伺服器機櫃產量之際作出的。

The ongoing legal troubles faced by SMCI—including allegations of financial misconduct and a preliminary DOJ investigation—are said to be impacting the company's ability to expand further.

SMCI 持續面臨的法律問題——包括財務不當行為指控和司法部的初步調查——據說正在影響該公司進一步擴張的能力。

For SMCI, which has until November 16 to file its delayed annual report and avoid being delisted from Nasdaq, these developments add to a growing list of hurdles. The company's struggles are being felt across the tech sector as businesses navigate the road to recovery.

SMCI 必須在 11 月 16 日之前提交推遲的年度報告，以避免從納斯達克退市，這些事態發展給其帶來了越來越多的障礙。隨著企業走上復甦之路，整個科技業都感受到了該公司的困境。