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Super Micro Computer

Mentioned in 4 analyzed podcast episodes across 2 shows

Mentioned On

TBPN CNBC's "Fast Money"

Episode Mentions

TBPN · May 13, 2026

Trump-Xi Summit, Space Data Center Debate, Inflation Up | Diet TBPN

“Technology executive indicted for diverting high-end chips to China using fake shipping labels”

Trump-Xi Summit GeopoliticsUS-China Semiconductor Export ControlsAI Model Parity and China's Development Timeline

CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

“Beat earnings with better-than-expected guidance; benefiting from AI infrastructure investment demand”

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA

TBPN · Mar 21, 2026

Bezos' $100B AI Plan, Nvida Chip Smuggling, The Mansion Section | Diet TBPN

“Founder charged with smuggling $2.5B in Nvidia servers to China using fake documentation”

AI Manufacturing InvestmentSemiconductor Export ControlsPrivate Equity Manufacturing Rollups

TBPN · Mar 20, 2026

100 Billion Bezos, SMCI Fully Sends GPUs (To China), Reddit CEO Joins | R.F. Kenmore, Mitch Lee, Bucky Moore, Steve Huffman, Quaid Walker, Ankur Jain, Michael Kratsios

“Founder arrested for smuggling $2.5 billion in Nvidia servers to China through shell companies”

AI Manufacturing InvestmentExport Control EnforcementVenture Capital Dynamics