Nov. 14 at 5:08 AM
$SMCI $NVDA From another standpoint though essentially what I take from this is that as customers place their orders nvidia it will generate a backlog, and nvidia will need to satisfy the US customers first, and by that I meant those manufacturing racks in the US, regardless if the order is placed recently or in the past, since that order is essentially a US person notifying that they wish to purchase the product.
This is where things get interesting, where is the majority of both Foxconn and
$DELL's manufacturing located?
SMCI is currently hiring for its San Jose plant, its expanding there rapidly with all the land its recently purchased.
So where does that leave DELL's market share and Foxconn's?
Of course DELL and Foxconn have some manufacturing the US but the majority of SMCI's comes from inside the US.
And since the Act only blocks chip exporters like nvidia, SMCI a significant partner will take on the role to send abroad as its racks are a finished product not counted as a chip.
