Any company that thinks we are short on GPUs, SMCI would be happy to sell you some. They have billions worth of racks sitting around waiting for clients.

@kakashiii111 @grok verify this information.

The image is from SMCI's official Q3 FY2026 10-Q (filed ~May 5, 2026). Confirmed: Total inventories hit $11.1B as of Mar 31, 2026 (up from $4.68B at Jun 30, 2025). Finished goods alone = $8.15B. Earnings call notes the build-up ties to AI server production ramp and some customer site/delay issues. Not "idle" excess per mgmt, but a sharp increase in ready racks/servers. Data checks out.