Key Points Bluefin Research reports Oracle just canceled a $1 billion-plus order for Super Micro servers. Super Micro is embroiled in allegations its co-founder illegally shipped AI servers to China. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) stock sank 6% through 10:05 a.m. after news broke this morning of a falling-out the company may be having with key server supplier Super Micro Computer (NASDAQ: SMCI) . According to technology-focused equity research house Bluefin Research, Oracle has just canceled an order for 300 to 400 Super Micro GB300 NVL72 server racks loaded with Nvidia (NASDAQ: NVDA) chips. Will AI create the world's first trillionaire?
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