超微电脑(SMCI.US)开始批量交付英伟达Blackwell Ultra系统

Core Insights - Super Micro Computer (SMCI) has commenced bulk deliveries of NVIDIA's (NVDA) Blackwell Ultra solutions [1] - The company is currently delivering NVIDIA HGX B300 systems and GB300NVL72 racks with plug-and-play (PnP) capabilities to global customers [1] - In early June, Super Micro Computer launched a series of enterprise-level AI solutions specifically designed for NVIDIA's Blackwell architecture, aimed at accelerating AI factory deployments in the European market [1] Market Reaction - As of the report, Super Micro Computer's stock rose by 4.10% in after-hours trading [2]