How Oracle’s Canceled Nvidia Server Order At Supermicro (SMCI) Has Changed Its AI Infrastructure Investment Story

In mid-April 2026, Super Micro Computer disclosed new compact, energy‑efficient edge AI systems built on AMD’s EPYC 4005 “Zen ...
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Oracle cancels $1.4B AI server order with Super Micro

Oracle has reportedly canceled a $1.05–$1.4 billion order for 300–400 Nvidia-powered server racks from Super Micro, according to Bluefin Research. The move, which neither company has confirmed, comes ...
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Super Micro shares plunge after $1.4B Oracle deal collapse

Super Micro Computer shares fell sharply after reports that Oracle canceled a $1.1–$1.4 billion AI server contract, involving 300–400 Nvidia-powered racks. The move is linked by industry sources to ...