Customer DependencyA large customer of SuperMicro, potentially linked to Nvidia, saw a significant revenue decline, which could impact Nvidia's sales.
Inventory ConcernsSuperMicro's inventory increase suggests potential overstocking, which might lead to reduced future orders from Nvidia.
Regulatory And Export ControlsThe US Bureau of Industry and Security announced actions to strengthen export controls for overseas AI chips, which could impact Nvidia's international business.