The Manila Times6h
Industry's First-to-Market Supermicro NVIDIA HGX™ B200 Systems Demonstrate AI Performance Leadership on MLPerf® Inference v5.0 Results
Latest Benchmarks Show Supermicro Systems with the NVIDIA B200 Outperformed the Previous Generation of Systems with 3X the ...
Global server sales almost doubled in Q4 with annual run rate likely to smash $300 billion in 2025
Super Micro has also emerged as one of the fastest-growing server vendors, with its revenue surging by 55% in Q4 2024. With ...
IEEE Spectrum on MSN1d
Nvidia Blackwell Ahead in AI Inference, AMD Second
In the latest round of machine learning benchmark results from MLCommons, computers built around Nvidia’s new Blackwell GPU ...
Investing6d
Supermicro launches servers with enhanced single-socket performance
SAN JOSE, Calif. - Super Micro Computer, Inc. (NASDAQ: SMCI), a prominent player in the Technology Hardware industry with impressive revenue growth of 125% over the last twelve months, has introduced ...
Super Micro: The Dust Has Settled And A Comeback Is Coming (Rating Upgrade)
AI-driven growth and mid-range server adoption signal a Moderate Buy for Super Micro stock with $50–$60 target. Read more on ...
Nvidia dominates in gen AI benchmarks, clobbering 2 rival AI chips
Graph neural nets have grown in importance as a component of programs that use gen AI. For example, Google's DeepMind unit ...
DatacenterDynamics6d
Ionstream makes Nvidia B200s available via GPU cloud
GPU cloud provider Ionstream has added Nvidia B200s to its offering. The company announced last week via a LinkedIn post that ...
Street Calls of the Week
What’s the full story? SMCI’s stock, up 38% year-to-date, trades at 16x F2025E P/E, with the Goldman analysts viewing risk-reward as unfavorable amid valuation, competition, and margin concerns.