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The Latest Breaking News from SuperMicro

Goldman Sachs Just Slashed Its Rating on Super Micro Computer Stock. How Should You Play SMCI Here?

Goldman Sachs says SMCI stock could tank further to $32, which indicates potential downside of another 20% from current levels.

Barchart

Nvidia unveils DGX Station workstation PCs with GB300 Blackwell Ultra inside

Nvidia reveals GB300 Blackwell Ultra workstation: Asus, Boxx, Dell, HP, Lambda, Lenovo, and Supermicro to carry actual machines.

Tom’s Hardware

The week in chip news: Intel gets a new CEO, China chip smuggling, AMD dominates

We cover the biggest stories of the week.

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After a 10% Rally in a Single Day, Is Super Micro Computer Stock a Buy?

Super Micro stock has soared in recent sessions on news it’s adding Intel’s Xeon 6 to its servers. But analysts continue to see significant further upside in SMCI shares.

Barchart

Is Super Micro Computer Stock a Buy Now as Delisting Fears Ease?

Challenges remain for this AI infrastructure company.

Barchart

Supermicro Stock Drops After Officers File To Sell Shares

Two officers with Super Micro Computer filed to sell SMCI stock after the company regained compliance with the Nasdaq exchange.

Investors Business Daily

Dow Jones Futures Rise With Nvidia Earnings Due; Super Micro, Axon, Workday Lead Growth Rebound

Futures rose early Wednesday with Nvidia earnings key for the AI sector and broader market. Super Micro, Axon and Workday soared, leading a bounce in growth stocks..

Investors Business Daily

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Supermicro Stock Surges As Data-Center Specialist Files Delinquent Reports

Super Micro Computer late Tuesday filed several delinquent reports with the SEC to avoid delisting from the Nasdaq stock market.

Investors Business Daily

xAI could sign a $5 billion deal with Dell for thousands of servers with Nvidia's GB200 Blackwell AI GPU accelerators

Reports claim Dell is about to secure a $5 billion deal to supply Elon Musk's xAI with yet more AI servers.

TechRadar

Nvidia Partner Supermicro Cuts Fiscal 2025 Estimates, But Sees Big Growth Next Year

Supermicro slashed its sales outlook for its fiscal 2025 ending in June but set a big growth target for fiscal 2026.

Investors Business Daily

HPE may have been beaten Supermicro and Dell to win a $1bn AI contract, but it's not for the Colossus supercomputer

HPE beat Supermicro and Dell to win a $1bn contract to supply Elon Musk's X with AI servers

TechRadar

HPE lands $1 billion AI server order from Elon Musk

HPE steals wins an order from X, stealing the deal from Dell and Supermicro.

Tom’s Hardware

Supermicro Stock Falls As Nasdaq 100 Dumps AI Data Center Specialist

Super Micro Computer stock fell anew on Monday after the Nasdaq stock exchange dropped SMCI stock from its Nasdaq 100 index.

Investors Business Daily

Chinese businessman shows off sanctions-busting NVIDIA AI GPUs he bought despite US ban — 200 H200 GPUs skid past US sanctions

Chinese businessman smuggles over a dozen of H200 machines with eight GPUs inside each one.

Tom’s Hardware

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Supermicro Customers Staying Put While Investors Flee

Data center operators appear to be sticking with Super Micro Computer as the AI server maker deals with financial reporting issues.

Tom’s Hardware

Supermicro to help Musk scale xAI supercomputer to a million GPUs — Supermicro will set up local operations in Memphis to facilitate operations

Supermicro plans build local operations in Memphis, Tennessee to support Musk's expansion of the xAI Colossus supercomputer.

Tom’s Hardware

Elon Musk plans to scale the xAI supercomputer to a million GPUs — currently at over 100,000 H100 GPUs and counting

xAI to scale the Colossus supercomputer to one million processors, which could create the most powerful machine in the world.

Investors Business Daily

Supermicro Says Probe Found No Fraud. SMCI Stock Jumps.

SMCI stock jumped Monday after Supermicro announced that a probe by an independent committee found no evidence of fraud.

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Investors Business Daily

Arista Networks, Palo Alto To Join Nvidia, Broadcom, Super Micro In 2024 Stock Splits

Nvidia stock has gained 175% in 2024 but most of the gain came before its June stock split. Arista stock and Palo Alto stock will soon split.

Tom’s Hardware

Intel CEO Pat Gelsinger visits Elon Musk’s Memphis data center, touts Xeon deployment — praises xAI team for building it “in such a short amount of time”

Intel CEO Pat Gelsinger visits the Colossus AI Supercomputer and praises the xAI team for their quick work.

Investors Business Daily

SMCI Rally Fizzles. AI Stock Slides Again Ending Strong Run.

SMCI stock fell again Tuesday ending a rally that appeared to signal that the data center tech company was bouncing back.

Tom’s Hardware

Elon Musk's xAI reportedly shifts $6 billion AI server order from troubled Supermicro to its rivals

Dell, Inventec, and Wistron land new orders from xAI as Supermicro faces significant financial challenges.

Barchart

What Are Wall Street Analysts' Target Price for Super Micro Computer Stock?

As Super Micro Computer has underperformed the broader market over the past year, analysts remain cautious about the stock’s prospects.

TechRadar

Liquid cooling solutions gain momentum as AI workloads turn up the heat in data centers

Lenovo, Dell, Supermicro and Giga Computing have all showcased new products

Tom’s Hardware

Supermicro's stock plummets 35% in one day as accounting firm resigns — storm brews after DOJ probe into manipulated finances

Supermicro's stock tanked 35% today after its accounting firm resigned, citing unreliable management and an inability to comply with company expectations and the law.

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