Flowvium

Company Comparator

Side-by-side analysis of supply chain position, institutional signals, and news gap scores.

VS

Market Cap Tier

LargevsLarge

Chain Role

intermediaryvsintermediary

Gap Score

76vs63

IB Activity

82vs76

Revenue Mix Comparison

SMCI
DELL
SMC

Super Micro Computer, Inc.

SMCI · semiconductors

intermediaryLarge ($10B+)
Full profile

About

Super Micro Computer is a leading provider of high-density AI server systems optimized for NVIDIA GPU deployments. Its flexible build-to-order model and liquid cooling expertise position it as a preferred infrastructure partner for AI hyperscaler buildouts.

Founded

1993

Employees

6,500+

Headquarters

San Jose, California, USA

Revenue

$14.9B

Server & Storage Systems88%
Subsystems & Accessories8%
Services4%

News Gap Signal

Gap Score (silence = signal)76
IB Activity Score82
Media Coverage Score18

IB Activity: HIGH

Institutional Signals

accumulating$56M

BlackRock

2024-08-13

accumulating$32M

BlackRock

2024-08-13

accumulating$25M

BlackRock

2024-08-13

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

NVDA· NVIDIA Corporation
supplier
DELL· Dell Technologies Inc.
competitor
FCX· Freeport-McMoRan Inc.
supplier
DEL

Dell Technologies Inc.

DELL · it-software

intermediaryLarge ($10B+)
Full profile

About

Dell Technologies is a leading provider of PCs, servers, storage, and IT infrastructure solutions, with its AI-optimized PowerEdge servers driving significant growth in the data center market.

Founded

1984

Employees

120,000+

Headquarters

Round Rock, Texas, USA

Revenue

$93.9B

Client Solutions Group54%
Infrastructure Solutions Group42%
Other4%

News Gap Signal

Gap Score (silence = signal)63
IB Activity Score76
Media Coverage Score38

IB Activity: HIGH

Institutional Signals

reducing$54M

BlackRock

2024-08-13

reducing$31M

BlackRock

2024-08-13

reducing$18M

BlackRock

2024-08-13

Cascade Patterns

Not featured in any tracked cascade patterns.

Key Relationships

NVDA· NVIDIA Corporation
partner
HPE· Hewlett Packard Enterprise Company
competitor
HPQ· HP Inc.
competitor
MSFT· Microsoft Corporation
partner