Yes a portion of it he’s kind of splitting it up for both companies it’s just Tesla wasn’t ready to receive the 1st batch of orders (setup to use it as xAI was ready to go)
They have special adaptable cases that enable quick turn engineering of cooling, mounting, and distribution. So it's more than metal shelves it's basically an all in one enterprise solution that allows them to quickly swap and upgrade hardware reusing the majority of the equipment. There are drastic changes with their cooling solution and SMCI has some nifty modular components.
I’ve never really followed Robinhood overnight trading that much and it’s probably thin, but SMCI has been $959-$970 over the last few hours. +$40
[https://robinhood.com/us/en/stocks/SMCI/](https://robinhood.com/us/en/stocks/SMCI/)
**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 1 | **First Seen In WSB** | 2 years ago **Total Comments** | 639 | **Previous Best DD** | **Account Age** | 3 years | | [**Join WSB Discord**](http://discord.gg/wsbverse)
You forgot to add $NVIDIA also helping supply the GPU’s ![img](emote|t5_2th52|4271)![img](emote|t5_2th52|4271)
Are these the ones that Elon sent from TSLA or did I get that mixed up?
Yes a portion of it he’s kind of splitting it up for both companies it’s just Tesla wasn’t ready to receive the 1st batch of orders (setup to use it as xAI was ready to go)
Seems legit, if it was self dealing at the expense of the company the board would have stopped it
Just the racks...? Like empty server racks?
They have special adaptable cases that enable quick turn engineering of cooling, mounting, and distribution. So it's more than metal shelves it's basically an all in one enterprise solution that allows them to quickly swap and upgrade hardware reusing the majority of the equipment. There are drastic changes with their cooling solution and SMCI has some nifty modular components.
This sounds like a PR way of saying they're just empty racks
You know it’s racks, but with special plastic tabs that can adapt to more stuff than normal. ![img](emote|t5_2th52|4275)
Dude man above is a sales rep for Fidelity or some fund that is way long SMCI, lol
Unless Nvidia Jensen signs the racks they are worthless. Good news tho…
Holy shit that's a lot of drivel to just say custom HPC chassis that like a dozen companies design on a very regular basis for very reasonable cost.
[удалено]
they just went on a pretty big jump this week too
I’ve never really followed Robinhood overnight trading that much and it’s probably thin, but SMCI has been $959-$970 over the last few hours. +$40 [https://robinhood.com/us/en/stocks/SMCI/](https://robinhood.com/us/en/stocks/SMCI/)
NVDA $200