Sep. 4 at 5:19 AM
$SMCI Just to list a few very recent ones.
$CSCO Partnership minimum
$5B value added, thats some good enterprise exposure (good margins from this one).
$AVGO VMware factory inclusion again minimum
$5B value added (mentioned directly in the partner commentary that they with mention of DCBBS or massive margin maker).
10-K remediation of ICFR issues. (DERISKED)
DATAVOLT partnership who is building a massive AI data center campus at Oxagon, an industrial city within the futuristic NEOM development. (
$20 billion).
A joint physical project co-built by
$NVDA, SMCI, and DDN. They have custom-engineered a mobile, immersive, truck-mounted AI data center that travels nationwide.
Lambda Labs Anthropic deal where SMCI is a known supplier for Lambda Labs (
$34 billion)
