Supermicro

Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to China

Supermicro begins shipping liquid-cooled NVIDIA Vera Rubin NVL72 racks

Supermicro on Sept. 23, 2026 began shipping NVIDIA Vera Rubin NVL72 racks; one Scalable Unit holds 1,152 Rubin GPUs and 331 TB of HBM4.

Indexes Advance as AI Infrastructure Stocks Draw Retail Focus

Retail investors buzzed about tech and AI-related names such as Intel, Apple, Nvidia, Nebius Group, and Oracle, while major dividend announcements from PACCAR, Abbott, Texas Instruments, and Kroger highlighted a shift toward income-focused stability. The day-to-day market move featured AI-infrastructure rotations, post-earnings rallies in cloud/server names, and notable stock surges and catalysts in Aethlon Medical, Oklo, CID HoldCo, Xenon Pharmaceuticals, and Moderna-related themes.

Taiwan Indicts Nine Over AI Server Exports

Taiwan prosecutors indicted nine individuals, including Nvidia and Super Micro employees, for illegally exporting AI servers to China using forged documents and routing via Indonesia, Japan, and Hong Kong, with about 50 servers seized and valued at over $15 million. This case underscores the ongoing crackdown on U.S. export controls since 2022 targeting Nvidia-powered hardware, and marks Taiwan's first formal criminal action on AI server smuggling.