Supermicro is in even more trouble: financial strife, a large DOJ investigation, its Malaysian factory has been affected, and its expansion has been suspended. Now... Supermicro has stuffed a huge order of NVIDIA's new GB200 NVL72 AI servers, with a Taiwanese firm stepping up to help.
In a new report from UDN, we're learning that the first wave of substantive transfer orders were received by Taiwanese factories after the "US Supermicro storm". Wiwynn, a subsidiary of Winstron Group, was approached for assistance post-Supermicro issues, after shipping the highest-end NVL72 full container to NVIDIA filled with GB200 AI chips, and the order volume was "huge" adds UDN.
Wiwynn hasn't commented on the news just yet, with speculation that the transfer of orders from Supermicro would be led by NVIDIA, but this time the transfer of orders "comes from a large Supermicro customer".
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UDN explains: "The key to Wiying winning the order is that the company is also actively expanding its factory in Malaysia, and the factory is adjacent to Supermicro's big customer. The Malaysia-Singapore factory has a convenient location and Wiwynn has abundant AI server power, so YTL Group sought assistance in shipping".
YTL Group has a "deep relationship" with NVIDIA and is looking at AI production capacity in Malaysia, where back in March 2024 its subsidiary YTL Power announced it would be working with NVIDIA to use its DGX GB200 NVL72 full cabinet AI server system to be installed in an area of Johor, Malaysia.
There is a huge 1640-acre YTL Data Center Pack that will build a green AI data center, with YTL building an AI supercomputer with computing power of over 300 ExaFLOPS (gigabit operations per second), which will make YTL's new AI supercomputer one of the fastest supercomputers on the planet.
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