Core Insights - Dell has announced new collaborations with NVIDIA to enhance its AI factory infrastructure, solutions, and services, aiming to simplify the implementation of AI in enterprises [1] - The new product offerings include advanced computing, data storage, data management, and networking solutions [1] AI Infrastructure - Dell introduced next-generation PowerEdge servers, including air-cooled and liquid-cooled models, designed for easier integration with existing enterprise data centers [3] - The air-cooled PowerEdge XE9780 and XE9785 servers simplify integration, while the liquid-cooled XE9780L and XE9785L servers accelerate rack-level deployment [3] - These servers support up to 192 NVIDIA Blackwell Ultra GPUs and utilize direct chip liquid cooling technology, with customizable configurations allowing up to 256 GPUs per Dell IR7000 rack [3] - The new platform, succeeding the rapidly growing PowerEdge XE9680, enhances training speeds for large language models (LLMs) by up to 4 times [3] - Future support for NVIDIA Vera CPU and Vera Rubin platform is planned to further improve AI performance and efficiency [3] Market Trends and Financials - Currently, 75% of organizations view AI as a core strategy, with 65% successfully advancing AI projects to production [4] - Challenges such as data quality, security concerns, and high costs hinder rapid AI deployment [4] - Dell's AI factory solution offers a cost-effectiveness advantage of 62% over public cloud for local deployment of LLM inference, which is significant for budget-sensitive enterprises [4] - Dell's stock price has increased by 60% since April, reaching $114, with a market capitalization nearing $800 billion [4] - Over 3,000 customers globally are utilizing Dell's AI factory to accelerate their AI initiatives, indicating a growing ecosystem from enterprise AI PCs to data centers [5] - The transition of AI from experimental phases to full deployment suggests sustained growth in the enterprise AI infrastructure market, particularly for local deployments [5]

Core Insights - Super Micro Computer Inc (SMCI) experienced a 44.3% weekly gain, marking its best week since November, despite a 2.1% decline today amid broader tech headwinds [1] - The stock has risen 48.7% since the beginning of the year, but faces resistance around the $50 level and the 250-day moving average [1] Options Activity - SMCI has seen significant options activity, with over 7 million calls and more than 2.2 million puts exchanged in the past 10 days, making it one of the most popular stocks in the options market [3] - The May 50 call was the most popular option in the last two weeks, followed by the 47 call, while the June 45 call is currently seeing the most activity with new positions being opened [4] Call/Put Volume Ratio - Over the past 10 weeks, call traders have targeted SMCI at the fastest rate of the year, with a 50-day call/put volume ratio of 2.21, the highest reading in the past 12 months [7] Volatility Expectations - Options for SMCI are currently reasonably priced, with a Schaeffer's Volatility Scorecard (SVI) of 86%, ranking in the 16th percentile of its annual range, indicating lower volatility expectations than usual [8]

Core Insights - Supermicro has begun taking orders for enterprise AI systems featuring NVIDIA RTX PRO 6000 Blackwell Server Edition GPUs, enhancing performance for various AI workloads [1][2][3] - The systems are designed to support AI inference, development, generative AI, and other applications across multiple industries [1][6] - Supermicro's collaboration with NVIDIA aims to accelerate the deployment of on-premises AI solutions through validated designs and full-stack integrations [2][3] Company Offerings - Supermicro offers over 100 accelerated computing servers compatible with NVIDIA PCIe GPUs, including the RTX PRO 6000 Blackwell [4] - The new MGX-based system, SYS-212GB-NR, features a single-socket architecture that supports up to 4 GPUs, targeting edge AI solutions [7][8] - The product lineup includes various system families such as 5U PCIe accelerated computing systems, MGX systems, and edge-optimized systems, catering to diverse workload requirements [9][10][11] Industry Impact - The introduction of AI factories is expected to enable enterprises to make data-driven decisions and adapt quickly to market changes [6] - Supermicro's systems are designed to reduce the number of servers needed for advanced AI applications, thereby lowering deployment costs [8] - The focus on edge AI solutions reflects a growing demand for AI inference capabilities closer to data sources, enhancing operational efficiency [6][8]

Core Insights - MiTAC Computing Technology Corporation is showcasing its long-term partnership with AMD at COMPUTEX 2025, emphasizing their commitment to scalable and energy-efficient server platforms for AI, HPC, cloud-native, and enterprise environments [1][3] Collaboration and Innovation - MiTAC has maintained a strong partnership with AMD for over two decades, starting with the introduction of its first AMD-based dual-socket server motherboard in 2002, which has allowed the company to deliver high-performance platforms for modern data centers [2] - The integration of AMD's latest EPYC™ 9005 and 4005 series processors, along with AMD Instinct™ MI325X and upcoming MI350 series GPUs, is aimed at enhancing capabilities in AI infrastructure and high-performance computing [3][13] Product Offerings - MiTAC G8825Z5 is an 8U server optimized for AI and HPC, featuring dual AMD EPYC™ 9005 Series processors and support for up to 8 AMD Instinct™ MI325X GPUs, with a memory capacity of up to 6TB of DDR5-6400 [4] - TYAN TN85-B8261 is a 2U dual-socket GPU server supporting up to four dual-slot GPUs, designed for deep learning and HPC environments [5] - MiTAC C2820Z5 is a high-density 2OU 4-node platform powered by dual AMD EPYC™ 9005 processors, tailored for energy-efficient HPC workloads [6] - MiTAC M2810Z5 is a 2U 4-node single-socket server built for high-density cloud computing, supporting up to 3TB DDR5-6400 memory [7] - TYAN HG68-B8016 is a 6U multi-node platform designed for cloud gaming and compute-heavy workloads, utilizing AMD EPYC™ 4005 Series processors [8] - MiTAC TS70A-B8056 is a 2U single-socket server for enterprise storage and virtualization, supporting up to 26 NVMe U.2 drive bays [9] Strategic Approach - MiTAC's "One MiTAC" strategy integrates server hardware expertise with software capabilities, delivering complete AI and data center solutions across various industries [11] - The partnership with AMD is focused on driving innovation in AI infrastructure, HPC cluster scaling, and energy-efficient computing [13] Future Outlook - MiTAC Computing is preparing for the next wave of high-performance AI deployments with support for AMD Instinct™ MI350 GPUs for liquid cooling [13]

Group 1 - HP Inc. is recognized for its strong customer base, particularly in laptops and printers, holding a 12.00% market share [1] - The company is viewed as heavily undervalued, presenting significant upside potential for long-term growth dividend investors [1]

Core Insights - The company has maintained strong growth momentum in the first quarter of 2024, driven by its dual strategy of "e-sports + innovation" and embracing AI and globalization trends [1][2] - The company has successfully expanded into nearly 40 countries, with overseas sales growing by 57% last year, contributing significantly to overall performance [3] - The company has secured over 300 projects in the "innovation" sector, including major contracts with leading institutions, which has been a key driver of revenue growth [3] 2025 Strategic Plans - The company aims to capitalize on AI opportunities, with products like the RTX50 series gaming laptops and AI smart glasses experiencing high demand upon launch [4] - The company is focused on building a comprehensive e-sports ecosystem, with plans to establish at least 100 e-sports hotels this year, having already built 32 and with 40 more under construction [4] - The company will continue to pursue its dual strategy of "e-sports + innovation," particularly in light of the government's push for comprehensive innovation replacement by 2027 [4]

Super Micro Computer TodaySMCISuper Micro Computer$45.84 +6.95 (+17.87%) 52-Week Range$17.25▼$101.40P/E Ratio23.01Price Target$45.25Add to WatchlistAfter more than a year of struggles and uncertainties, the market for Super Micro Computer NASDAQ: SMCI is ready to rebound, rebound strongly, and continue rallying on into the year’s end. The reason is that the accounting issues are behind it, and the news cycle is increasingly positive. The most visible catalyst is the U.S. opening of Saudi Arabian AI markets ...

Super Micro Computer stock (NASDAQ: SMCI) is currently the most heavily-shorted equity in the benchmark S&P 500 index.At present, 17.5% of SMCI’s stock float has been sold short, as noted by trading education provider T3 Live in a May 14 X post.$SMCI Short Squeeze$SMCI is at $46 on news of a $20 billion partnership with DataVolt.A hidden factor no one's talking about – SHORT INTEREST.$SMCI has 17.5% short interest, highest of any stock in the $SPX $SPY.The stock is now up 44% this week. pic.twitter.com/BLdF ...

Super Micro Computer ( SMCI ) ’s share price crashed 17% earlier this month when the company said, based off of its preliminary (unaudited) results, that it badly missed its own top-line guidance. Last week, Super Micro Computer submitted its full earnings sheet which causedAnalyst’s Disclosure: I/we have a beneficial long position in the shares of SMCI, NVDA, AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving ...

Even with Supermicro’s ( SMCI ) Q3 earnings miss, with gross margins declining to 9.7% and EPS trimmed almost in half sequentially, the stock remained at the key $30 support level since myHi, I'm Yiannis. Spotting winners before they break out is what I do best.Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certified Accountant, Fellow Member of ACCA Global, with BSc and MSc degrees from U.K. business schools. Investment Style: Spotting ...