According to a latest report by Bluefin Research, Oracle (ORCL) has cancelled a large order for Nvidia GB300 NVL72 server cabinets from Super Micro Computer (SMCI), with estimated losses to Super Micro reaching approximately $1.4 billion USD. Industry sources indicate the contract has since been taken over by Wiwynn Corporation. Wiwynn has declined to comment, stating it does not respond to inquiries regarding specific client activity.
The Bluefin report attributes Oracle's significant move to cancel the order primarily to the indictment of a Super Micro co-founder by U.S. authorities. The co-founder is alleged to have smuggled regulated AI GPUs into China, in violation of U.S. export control regulations.
Taiwan's Wiwynn Poised to Inherit Cancelled Nvidia GB300 Cabinet
The original contract covered an estimated 300 to 400 GB300 NVL72 cabinets, priced at approximately $3.5 million USD per unit. While Super Micro had already shipped between 100 and 200 cabinets before the cancellation, the termination of the remaining contract is estimated to have cost Super Micro between $1.1 billion and $1.4 billion.
The loss of the order has unexpectedly drawn attention to Taiwan's server supply chain. Industry sources suggest the cancelled cabinet business has been redirected to Wiwynn. Oracle's current server suppliers are understood to include Hon Hai (Foxconn), Quanta Computer, and Wiwynn. Wiwynn has maintained its characteristically low-key stance, stating it "does not comment on individual clients or market speculation."
Super Micro Hit by Weak xAI Demand and B200 Inventory Glut
Bluefin's report also flags concerns surrounding Super Micro's xAI-related business. Following the completion of GB300 cabinet shipments for the Colossus 2 data center earlier this year, demand has visibly cooled, while the next-generation Rubin platform remains months away from launch. Of additional concern to the market is an elevated inventory of B200 GPUs — described by supply chain sources as "staggering" — largely because xAI has shifted its demand from B200 to GB200 and GB300 units, leaving older inventory difficult to absorb.
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