MarketWatch First Take: Why Nvidia investors are rattled by Supermicro’s AI chip supply constraints

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Executives at a Silicon Valley computer and server maker sent a message late Tuesday when they said the company needs more artificial-intelligence chips from Nvidia Corp. The commentary confirmed that there are supply constraints for Nvidia’s popular graphics chips, which suggests that even as companies are excited about AI applications, they may have trouble immediately getting the hardware they need. Shares…

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