NVIDIA GTC — Vera partner; Supermicro Vera/Rubin/RTX SKUs and Blackwell servers; CNode-X launch; DCBBS demo; CMX storage servers
Key Questions
What did Supermicro announce at Nvidia GTC?
Supermicro unveiled industry-first CMX storage servers, along with Vera partner status, Blackwell/RTX PRO/Vera Rubin NVL72/HGX/BlueField-4/DCBBS/CMX/CNode-X systems launching March 23, 2026, in partnership with Nvidia and VAST.
How does Nvidia GTC relate to SMCI's ongoing issues?
The announcements highlight rack-scale DLC evolution as a bullish counter to smuggling probes, showcasing strong Nvidia ties despite export risks and backlog concerns.
What key points did Nvidia CEO Jensen Huang make at GTC?
Huang stated Blackwell GPUs are fully booked with $1T in demand, causing TSMC overload, underscoring SMCI's role in AI infrastructure amid partnerships like Vera.
SMCI Vera/CMX partner (STX/Vera/ConnectX-9/Dynamo w/Micron/Phison/Samsung); Blackwell/RTX PRO/Vera NVL72/HGX/BlueField-4/DCBBS/CMX/CNode-X w/VAST; rack-scale DLC bullish vs probes; Huang $1T/TSMC overload. Quiver notes Nvidia shifts to Dell/HPE.