I’m going with Dell. Dell is already Nvidia’s biggest (prominent?) AI-server partner (PowerEdge XE9680, the GB200/GB300 NVL72 racks, xAI Colossus build-out etc). Makes the most sense.
Arlenter on
it’s actually APPLE
DramaticDirection292 on
Jensen loves him some Michael Dell
zztop610 on
What are the chances it is HP?
InitiativeGlum2507 on
HPQ or IBM, I swear to God, my anus is ready
AskPsychological8889 on
Sony Vaio?
Transki on
Revive Compaq!
AdventurousTime on
Dellvidia employees will see incredible gains
Defiant_Regular3738 on
The notes in RH say HPQ is looking to buy a large pc focused company lol we just trade on ai delusions now.
Japples123 on
eMachines or gateway?
AdventurousTime on
Tandy Corporation
HandsOnTheBible on
Asus or Acer imo
Gotta be something Taiwanese
Antique_War_9814 on
Corsair!
Makelovenotrobots on
Dude you’re getting a Dell!
A_Norse_Dude on
Please be POET.
Damaniel2 on
Considering that Nvidia only cares about AI these days, the question to ask is which PC oriented company is most likely to effectively feed their slop machine? To that, I have no idea. Super Micro makes most sense, even if they don’t make ‘PC’s, per se.
IamGeoMan on
It’s gonna be a Taiwan company. Every component can be sourced from Taiwan and it’ll give him immense leverage on price, control over production, and develop even deeper working relationships with TSMC.
Tangentkoala on
Please for the love of god let it be Intel. Give me a 150$ price share point
Numerous_Command3869 on
WSB already pricing in the deal before it even exists.
NsRhea on
Gateway!
odoc_ on
Microsoft?
triplekillahg on
MSFT?!
stoplossftw on
guys it’s actually $MSFT
DogEatApple on
If this is true, Lenovo would make the most sense.
Small cap, low P/E, and pretty famous ThinkPad brand.
Bazzer82 on
Amstrad.
pro_steve on
SMCI would make the most sense, with the recent investigation it’s price is a steal and partners with their Tec perfectly. They aren’t going to write ‘AI server rack company’ because it would be way too obvious.
whatsforsupa on
I wonder if we’re talking “Big” as in “iBuyPower” or “Corsair”, or BIG as in “HP” or “Lenovo”
TriggerHydrant on
plot twist it’s AMD
endoftheworld_xD on
the only one of these companies even worth buying is Lenovo
EndersInfinite on
PalmPilot
Mrairjake on
Corsair?
ExplosiveDlarrhea69 on
Dude ur getting a Dell
GoldenPresidio on
Jensen is smart business man who understands moats, lock in, knows when to strike for M&A, etc. I am really struggling to think of what company fits this definition though
VCTRYDTX on
It has to be this. I know for a fact they make next gen radar detectors and have civilian & military applications right now.
45 Comments
IT’S SUPER MICRO COMPUTER 100%
Calls on dell
Lord Almighty, please be HPQ
HPQ!!!!!!!
Packard Bell still around?
Asus?
Corsair?
Gateway 2000???
I’m going with Dell. Dell is already Nvidia’s biggest (prominent?) AI-server partner (PowerEdge XE9680, the GB200/GB300 NVL72 racks, xAI Colossus build-out etc). Makes the most sense.
it’s actually APPLE
Jensen loves him some Michael Dell
What are the chances it is HP?
HPQ or IBM, I swear to God, my anus is ready
Sony Vaio?
Revive Compaq!
Dellvidia employees will see incredible gains
The notes in RH say HPQ is looking to buy a large pc focused company lol we just trade on ai delusions now.
eMachines or gateway?
Tandy Corporation
Asus or Acer imo
Gotta be something Taiwanese
Corsair!
Dude you’re getting a Dell!
Please be POET.
Considering that Nvidia only cares about AI these days, the question to ask is which PC oriented company is most likely to effectively feed their slop machine? To that, I have no idea. Super Micro makes most sense, even if they don’t make ‘PC’s, per se.
It’s gonna be a Taiwan company. Every component can be sourced from Taiwan and it’ll give him immense leverage on price, control over production, and develop even deeper working relationships with TSMC.
Please for the love of god let it be Intel. Give me a 150$ price share point
WSB already pricing in the deal before it even exists.
Gateway!
Microsoft?
MSFT?!
guys it’s actually $MSFT
If this is true, Lenovo would make the most sense.
Small cap, low P/E, and pretty famous ThinkPad brand.
Amstrad.
SMCI would make the most sense, with the recent investigation it’s price is a steal and partners with their Tec perfectly. They aren’t going to write ‘AI server rack company’ because it would be way too obvious.
I wonder if we’re talking “Big” as in “iBuyPower” or “Corsair”, or BIG as in “HP” or “Lenovo”
plot twist it’s AMD
the only one of these companies even worth buying is Lenovo
PalmPilot
Corsair?
Dude ur getting a Dell
Jensen is smart business man who understands moats, lock in, knows when to strike for M&A, etc. I am really struggling to think of what company fits this definition though
It has to be this. I know for a fact they make next gen radar detectors and have civilian & military applications right now.
https://preview.redd.it/659dvuvi00vg1.jpeg?width=1284&format=pjpg&auto=webp&s=c35902b10c63c119699a8de6889a3da6ec61dbff
Imagine if its EVGA
SMCI?!
Buying the Xbox division from Microsoft.
That would be wild.