Group 1 - Futures for the Dow Jones Industrial Average and other major stock indexes dipped in premarket action as Wall Street awaited key jobs data [1] - Advanced Micro Devices (AMD) reported third-quarter earnings that beat expectations, but the stock dropped due to market reactions [4] - Astera Labs also topped earnings targets, yet its stock declined due to concerns over profit margins [4] Group 2 - The stock market ended near highs, with Amazon boosting certain sectors as Palantir's earnings were anticipated [4] - Palantir and Robinhood are set to report earnings soon, with AMD also in focus for its Q3 results [4] - The ongoing AI momentum is expected to influence growth trajectories for companies like Palantir and AMD [4]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the company includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Utilization - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company employs automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain best practices in content production and search engine optimization [5]

Core Insights - Hitachi Vantara and Supermicro are forming a strategic partnership to integrate Supermicro's AI compute capabilities with Hitachi's VSP One unified storage platform, enhancing AI infrastructure and data management for enterprises [1][4][5] Partnership Details - The collaboration will allow Supermicro to sell VSP One to its customers while Hitachi Vantara will sell Supermicro's servers and hardware, expanding market reach [1][6] - The agreement is in the finalization stage, aiming to streamline infrastructure for AI-driven applications and data-intensive workloads [1][2] Market Context - A survey indicates that 85% of organizations are using data lakehouses for AI model development, with 67% expecting to run most analytics on lakehouses in the next three years, up from 55% [2] - Enterprises face challenges such as fragmented systems and rising costs, which hinder AI scalability [2] VSP One Features - VSP One integrates block, file, object, and software-defined storage into a single architecture, providing high throughput and low latency for mission-critical applications [3][4] - It includes features like native support for Amazon S3 Tables and advanced data intelligence services, facilitating easier data management and analytics [3][4] Strategic Importance - The partnership is seen as a significant step in aligning compute and data capabilities, which is essential for scalable AI workloads [4] - Hitachi iQ, the AI and data orchestration portfolio, will leverage VSP One to optimize data workflows for advanced AI applications [4][5] Technology Availability - The technologies from this partnership will be made available through global channels, enhancing the offerings for both companies' partners [6]

Core Insights - Proactive provides fast, accessible, and informative business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, mining, oil and gas, and emerging technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance workflows and content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

[Table_Title] 研究报告 Research Report 15 Aug 2025 中国电子 China (Overseas) Technology 全球科技业绩快报：Supermicro 4Q25 Global Tech Earnings Snapshot : Supermicro 4Q25 姚书桥 Barney Yao 产品与技术战略上，公司推出的数据中心构建块解决方案（DCBBS）为一站式集成方案，可将数据中心建设周期从 2-3 年缩短至 3-6 个月，降低 24% 的功耗和用水量，第二代 LC2 系统稳定性近 99%，能显著降低总拥有成本。AI 与 绿色计算产品组合提供基于多种 GPU 的系统，支持 AI 训练和推理需求，边缘计算领域有针对企业客户的定制化方 案，并与 NVIDIA 紧密合作保障新产品快速量产。 财务健康与运营效率方面，2025 财年第四季度非 GAAP 毛利率 9.6%，同比下降；全年非 GAAP 毛利率 11.2%，低于 2024 年的 13.9%，长期目标通过高附加值解决方案和规模效应提升至 15%-16%。第四季度非 GAAP 运营费用 2.39 亿 美元，同比增长 ...

Core Insights - The article discusses the impressive scale and technology of the NVIDIA HGX B200 AI cluster, which consists of thousands of GPUs and is deployed by Lambda in collaboration with Supermicro and Cologix [2][4][13]. Group 1: Cluster Design and Technology - The cluster utilizes air cooling technology, which accelerates deployment speed and allows for quick availability of GPUs for rental by customers [4][8]. - Each Supermicro NVIDIA HGX B200 platform contains 32 GPUs per rack, with a total of 256 GPUs across eight racks [5][6]. - The design includes advanced cooling systems to manage the heat generated by the GPUs, ensuring efficient operation [25][59]. Group 2: Networking and Connectivity - The cluster features a robust networking infrastructure, including NVIDIA Bluefield-3 DPUs providing 400Gbps bandwidth and multiple 400Gbps NVIDIA NDR network cards [22][37]. - Each GPU server is equipped with numerous network connections, facilitating communication across the cluster and with external storage [37][45]. - The networking setup is designed for high-capacity data transfer, essential for AI workloads that require significant data movement [45][47]. Group 3: Power and Infrastructure - The Cologix data center has a power capacity of 36MW, with power distribution managed through advanced systems to ensure reliability [64][67]. - The cluster is supported by a combination of traditional computing resources and high-speed storage solutions, such as VAST Data, to meet the demands of AI applications [52][54]. - The infrastructure includes various components that are crucial for the operation of the AI cluster, highlighting the complexity of building such systems [83][87]. Group 4: Future Developments and Trends - The article notes that Lambda is expanding its capabilities by also incorporating liquid cooling systems in newer cluster designs, such as the NVIDIA GB200 NVL72 [88]. - The rapid evolution of AI cluster technology is emphasized, with a focus on the need for seamless integration of various components to optimize performance [90][92]. - The article concludes by reflecting on the scale of AI clusters and the intricate details that contribute to their functionality, indicating a trend towards more sophisticated and efficient designs in the industry [95][96].

Seattle, WA, July 30, 2025 (GLOBE NEWSWIRE) -- RAVEL, a leader in IT and workload orchestration software, today announced major updates to its flagship AI offering, RAVEL Orchestrate AI, as well as the launch of solutions leveraging Supermicro Turnkey AI Workload Solution—a powerful and ready-to-deploy AI offering. These products simplify the adoption of scalable AI for organizations across industries, such as data centers, content creation studios, research labs and innovation hubs, and large enterprises. ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Product & Technology - Supermicro and AMD collaborate to provide advanced and energy-efficient solutions for training, inferencing, edge computing, and telco applications [1] - Supermicro offers liquid-cooled systems for AI training and inferencing, supporting Turin and Genoa processors, as well as MI300X and MI325X GPUs [2] - Supermicro also provides air-cooled systems based on Turin processors and MI325X GPUs [2] - Supermicro's 8-way system is the highest-performing platform based on AMD [3] - Supermicro offers compute and storage platforms based on Turin processors, supporting high-frequency, medium-core count (32 or 64 cores), and massive core count applications in 1U and 2U form factors [4] - Supermicro's storage solutions leverage 128 lanes of PCI Express Gen 5 for high performance [5] Market Focus - Supermicro provides platforms for standard compute and storage, catering to various ISVs for scale-out and standard storage [5] - Supermicro offers platforms suitable for AI, standard compute, and storage, with options for air-cooled or liquid-cooled systems [6] - Supermicro emphasizes efficient and fast time-to-market solutions [6]

Innovation doesn’t happen in isolation. It takes a village. Vik Malyala, Managing Director and President, EMEA, SVP Technology and AI at Supermicro, shares how open collaboration, with AMD and across the ecosystem, is key to bringing real value to customers and improving the human experience. #AdvancingAI *** Subscribe: https://bit.ly/Subscribe_to_AMD Join the AMD Red Team Discord Server: https://discord.gg/amd-red-team Like us on Facebook: https://bit.ly/AMD_on_Facebook Follow us on Twitter: https://bit.ly ...