Equally easily explained -- they are a business publication. If they have the technical details, it wouldn't do most of their readers any good. Just insult them and make them feel dumb for not understanding things. (If, say, Ars were breaking this story, I would expect them to share some technical info, and be suspicious if they didn't.)
This is very normal for, say, academic journalism. The technical aspects have to be simplified for a less technical reader. They often get it wrong, of course... So, that leaves it to us (as technical readers) to read between the lines and guess what they're actually talking about. Which is just as unreliable. It would be so much nicer to just have the info straight, but alas...
And yes, that includes the possibility that there's nothing at all about it. It could be that their sources didn't provide such details -- whether for the same reason (the journalists probably wouldn't know what to do with it), or because they don't have any at all.
Oh, one thing by the way, if this were unsupported -- if there were no actual facts here -- this would be defamation, and they'd be sued pretty damn quick for all the millions of dollars this is worth. Bloomberg knows this as well as Supermicro and everyone else. You can bet your ass they're denying publicly, and investigating internally, until they figure out some possible strategy that doesn't leave them completely destitute!
Tim