Super Micro Computer(SMCI)
Search documents
Digi Power X acquires $20M of Nvidia B300 GPUs from Super Micro Computer
Proactiveinvestors NA· 2026-01-12 14:06
About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...
Digi Power X Secures $20 Million NVIDIA B300 GPU Purchase from Supermicro to Power NeoCloudz(TM) GPU-as-a-Service Platform
Accessnewswire· 2026-01-12 12:30
This news release constitutes a "designated news release" for the purposes of the Company's amended and restated prospectus supplement dated November 18, 2025, to its Canadian short form base shelf prospectus dated May 15, 2025. MIAMI, FL / ACCESS Newswire / January 12, 2026 / Digi Power X Inc. ("Digi Power X" or the "Company") (Nasdaq:DGXX)(TSXV:DGX), a digital infrastructure company focused on AI-ready data centers and high-performance computing, today announced that it has entered into a definitive agree ...
Mizuho Reduces PT on Super Micro Computer (SMCI) Stock
Yahoo Finance· 2026-01-11 18:59
Group 1 - Super Micro Computer, Inc. (NASDAQ:SMCI) is identified as an oversold fundamentally strong stock to consider for investment [1] - Mizuho has reduced the price target for SMCI stock from $45 to $31 while maintaining a "Neutral" rating, reflecting adjustments in the semiconductor sector's outlook for 2026 [1][2] - The firm anticipates continued upside for the semiconductor group in 2026, driven by attractive valuations, although the growth is expected to be more modest compared to 2025 [2] Group 2 - On January 6, Super Micro Computer announced a definitive credit agreement for a senior revolving credit facility with JPMorgan Chase Bank, offering aggregate commitments of $2.0 billion, maturing on December 29, 2030 [3] - The company develops and sells server and storage solutions based on modular and open-standard architecture, indicating its focus on innovative technology [4]
Supermicro Announces Intelligent In-Store Retail Solutions in Collaboration with a Broad Range of Industry Partners
Prnewswire· 2026-01-11 14:05
Core Insights - Super Micro Computer, Inc. (SMCI) is collaborating with technology partners to develop AI-powered intelligent retail solutions aimed at enhancing customer experiences, scalability, productivity, and profitability [1][2]. Group 1: AI Impact on Retail - AI is transforming shopping experiences by providing real-time data analysis, which helps retailers optimize staff efficiency, reduce shrinkage, increase profits, and prevent stock-outs [2]. - According to the NVIDIA State of AI in Retail & CPG report, 89% of respondents indicated that AI contributes to increased annual revenue, while 95% noted a decrease in annual costs, showcasing the significant business impact of AI in retail [2]. Group 2: Edge AI Infrastructure - Supermicro's Edge AI infrastructure is designed for retail applications requiring sub-second responsiveness, enabling data processing at the edge in distributed environments like retail stores and supply chains [3]. - The company offers a broad portfolio of Edge AI products that help customers overcome unique challenges associated with edge deployments while balancing performance and ROI [4]. Group 3: Collaboration with Partners - Supermicro is partnering with various ecosystem players, including Everseen, Kinetic Vision, ALLSIDES, LiveX, WobotAI, and Aible, to create intelligent stores that enhance retail operations and supply chain management [7]. - Everseen's Evercheck solution utilizes Vision AI to reduce shrink and improve staff productivity, while Wobot AI transforms existing CCTV systems into autonomous agents for operational insights [9][10]. Group 4: Innovative Technologies - The collaboration between Supermicro and its partners aims to implement intelligent stores at scale, delivering smarter shopping experiences through AI solutions for loss prevention, customer analytics, and more [8]. - Aible's autonomous agents are designed to adapt to changing market conditions, providing insights into customer behavior, inventory costs, and labor access [12]. Group 5: Upcoming Demonstrations - Supermicro and its partners will showcase AI-powered retail applications at NRF: Retail's Big Show in New York City from January 11-13, highlighting innovations in customer experience and operational efficiency [12].
Super Micro Computer: Commoditization Continues (NASDAQ:SMCI)
Seeking Alpha· 2026-01-10 13:45
Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and avoid significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - Members have reportedly achieved better performance than the S&P 500 while mitigating risks associated with extreme market fluctuations in both equity and bond markets [1]
SMCI to Enter Client, Edge and Consumer AI Markets: What's Next?
ZACKS· 2026-01-09 15:51
Key Takeaways SMCI unveiled a broad AI portfolio of AI PCs, edge systems and compact servers.SMCI to enter client, edge and consumer AI markets.SMCI targets a fast-growing AI PC market as Dell and HP already compete.Super Micro Computer (SMCI) has been equipping enterprises with its rack-scale compute architecture for large-scale AI training, enterprise AI inference and training, visualization and design, content delivery and virtualization and AI edge. With this business model at play, the company projects ...
Super Micro’s Rubin Rally: Is the AI Server Comeback Real?
Investing· 2026-01-08 20:44
Core Viewpoint - Super Micro Computer is experiencing a turnaround, moving from survival concerns to operational execution, driven by a strengthened relationship with NVIDIA and expanded manufacturing capacity [2][18]. Business Update - Shares of Super Micro rallied approximately 5% on January 5, stabilizing in the $30 to $31 range, indicating a positive shift in investor sentiment [1]. - The company has expanded its manufacturing capacity to support NVIDIA's Vera Rubin and Rubin AI platforms, signaling a healthy partnership with a key player in the AI chip market [2]. Compliance and Governance - Super Micro regained full compliance with Nasdaq listing requirements in February 2025, stabilizing its corporate governance after an investigation found no evidence of management fraud [4]. - The appointment of BDO USA as the independent auditor further enhances governance stability [4]. Financial Position - Super Micro secured a new $2 billion revolving credit facility in late December 2025, providing essential liquidity to support its capital-intensive business model [5][9]. - The company currently has the capacity to ship over 2,000 liquid-cooled racks per month, which is crucial for meeting demand [10]. Technology and Competitive Advantage - Super Micro has invested in Direct Liquid Cooling (DLC) technology, positioning itself ahead of competitors in managing the heat generated by next-generation AI chips [7][8]. - The company's Building Block architecture allows for quicker integration of new components, maintaining a strong partnership with NVIDIA [11]. Revenue and Profitability - For Q1 FY2026, Super Micro reported revenue of approximately $5 billion, which was below Wall Street's expectations of $6.5 billion [12]. - Management projects revenue for Q2 FY2026 to jump to between $10 billion and $11 billion, indicating a potential doubling of revenue in a single quarter [13]. - Gross margins have recently dipped to approximately 9.3%, down from the historical range of 15-17%, primarily due to a price war with Dell Technologies [14][15]. Strategic Focus - Super Micro is adopting a volume strategy, sacrificing short-term profit margins to secure long-term contracts with major clients, betting on customer retention once liquid-cooled racks are installed [16]. - The company is positioned to generate over $10 billion in quarterly revenue, with the governance crisis and liquidity issues resolved [18].
A Look Into Super Micro Computer Inc's Price Over Earnings - Super Micro Computer (NASDAQ:SMCI)
Benzinga· 2026-01-08 20:00
In the current session, Super Micro Computer Inc. (NASDAQ:SMCI) is trading at $29.91, after a 0.35% drop. Over the past month, the stock fell by 12.10%, and in the past year, by 8.27%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. How Does Super Micro Computer P/E Compare to Other Companies?The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earni ...
Super Micro Computer: Locked And Loaded, But Forgotten (NASDAQ:SMCI)
Seeking Alpha· 2026-01-08 10:00
James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market ...
Super Micro Computer: Locked And Loaded, But Forgotten (Rating Upgrade)
Seeking Alpha· 2026-01-08 10:00
Core Insights - The article discusses the expertise of James Foord, an economist with a decade of experience in analyzing global markets, and his leadership role in The Pragmatic Investor, which focuses on building diversified investment portfolios [1] Group 1: Company Overview - The Pragmatic Investor aims to guide investors of all levels in their investment journey, covering various sectors including global macro, international equities, commodities, technology, and cryptocurrencies [1] Group 2: Features and Offerings - The Pragmatic Investor provides several features such as a dedicated portfolio, weekly market update newsletters, actionable trades, technical analysis, and a chat room for investor interaction [1]