Core Insights - Dell Technologies is experiencing significant growth driven by the increasing demand for AI infrastructure, with ISG revenues rising 24% year-over-year to $14.10 billion in Q3 FY26, marking seven consecutive quarters of double-digit growth [1][11] Group 1: AI Server Demand and Performance - A major factor in Dell's success is the surge in AI server orders, which reached $12.3 billion in Q3 FY26, bringing year-to-date orders to $30 billion [2] - The company shipped $5.6 billion worth of AI servers in Q3 FY26 and ended the quarter with a record backlog of $18.4 billion in AI server orders, indicating sustained demand [3] - Dell expects to ship approximately $9.4 billion worth of AI servers in Q4 FY26, with total AI server shipments projected to reach $25 billion for FY26, reflecting a remarkable 150% year-over-year growth [5][11] Group 2: Competitive Landscape - Dell Technologies faces stiff competition from Hewlett-Packard Enterprise (HPE) and Super Micro Computer (SMCI), both of which are expanding their presence in the AI infrastructure market [6] - HPE's ongoing investment in innovation is enhancing its success in AI infrastructure, exemplified by its partnership with NVIDIA to launch the AI Factory Lab in France [7] - Super Micro Computer is capitalizing on the growing demand for AI infrastructure by expanding its NVIDIA Blackwell portfolio with advanced liquid-cooled systems [8] Group 3: Financial Performance and Valuation - Dell's shares have gained 3.6% over the past six months, underperforming the broader Zacks Computer & Technology sector, which returned 20.4%, and the Zacks Computer - Micro Computers industry, which rose 35% [9] - Dell's forward 12-month Price/Sales ratio stands at 0.69X, significantly lower than the sector's 6.62X, indicating that the shares are undervalued [13] - The Zacks Consensus Estimate for fiscal 2026 earnings is $9.89 per share, reflecting a 21.50% year-over-year growth, with a recent increase of 3.56% over the past 30 days [16]

Core Insights - Nebius has launched Nebius AI Cloud 3.1, enhancing its AI cloud platform with next-generation NVIDIA Blackwell Ultra compute and improved operational capabilities [1][2] - The new version focuses on providing operational visibility, resource planning, and addressing the needs of customers transitioning to large-scale AI adoption [2][4] Infrastructure and Performance - Nebius is deploying NVIDIA Blackwell Ultra infrastructure globally, being the first cloud provider in Europe to operate both NVIDIA GB300 NVL72 and HGX B300 systems in production [3] - The platform achieves leading results in MLPerf® Training v5.1 benchmarks, supported by hardware-accelerated networking and enhanced storage caching [3][9] Operational Transparency - Version 3.1 introduces Capacity Blocks and a real-time Capacity Dashboard, offering customers visibility into reserved GPU capacity and availability across data center regions [4][9] - Project-level quotas and new lifecycle object storage rules provide granular control over resource allocation and cost management [4][9] Ecosystem and Developer Usability - The Nebius AI Cloud ecosystem is expanding with new native integration with Dstack and simplified deployment of NVIDIA BioNeMo NIM microservices [5] - Enhanced developer usability features include improved Slurm-based orchestration and FOCUS-compliant billing exports [5][9] Security and Compliance - The latest release builds on Aether's security foundation with HIPAA-compliant audit logs, per-object access controls, and enhanced IAM with Microsoft Entra ID integration [6][12] - These features advance compliance capabilities for customers in regulated sectors and government [6][12]

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 Data Center Cooling Companies to Invest In. On December 9, the company expanded its NVIDIA Blackwell Portfolio by introducing new 4U and 2-OU (OCP) liquid-cooled NVIDIA HGX B300 systems. These products are designed to deliver power efficiency and exceptional GPU density for the AI factory deployments and hyperscale data centers. Super Micro (SMCI) Rallies 6.9% on US $92-Billion AI Investment Super Micro Computer Inc. developed these platforms to ta ...

Core Insights - Super Micro Computer (SMCI) announced the delivery of products utilizing Nvidia's high-speed Blackwell Ultra chips for AI computing, leading to a rise in its share price [1][2][3] - The integration of Blackwell chips into Supermicro's systems aims to optimize AI performance through a combination of hardware and software solutions [2][3] - Supermicro's CEO highlighted the company's strong track record in deploying Nvidia technologies successfully and rapidly [2][3] Company Performance - Super Micro Computer's shares increased by 3% on a recent Friday morning and have risen nearly 50% year-to-date [2] - Nvidia's shares also saw a slight increase, with a reported one-third gain in value for the year 2025 [2]

Core Viewpoint - Super Micro Computer, Inc. (SMCI) has initiated shipments of its NVIDIA Blackwell Ultra solutions, leading to a rise in its stock price during extended trading hours. Group 1: Company Developments - Supermicro announced the broad availability of its Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks to customers globally [1][2] - The solutions are designed for rapid deployment and are pre-validated at system, rack, and data center scale, ensuring high performance and compute density for AI infrastructure [2][3] Group 2: Leadership Insights - Charles Liang, CEO of Supermicro, emphasized the company's strong track record in fast and successful deployments of new NVIDIA technologies [2] - Liang also highlighted the importance of Supermicro's Data Center Building Block Solutions in delivering high-performance AI platforms for customers investing in advanced technology [3] Group 3: Stock Performance - SMCI shares increased by 4.28%, reaching $45.83 during Thursday's extended trading session [3]

Core Insights - Supermicro has announced the broad availability of its NVIDIA Blackwell Ultra solutions, including Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks, aimed at enhancing AI infrastructure deployment globally [1][2][5] Product Offerings - The NVIDIA Blackwell Ultra systems are designed for high performance and compute density, featuring advanced cooling designs and the ability to utilize up to 1400W per GPU, achieving 50% greater inferencing performance and 50% more HBM3e capacity compared to previous models [2][3] - Supermicro's complete Blackwell Ultra portfolio includes over 10 SKUs, enabling diverse AI factory environments at any scale [5][6] Technological Advancements - The solutions leverage direct liquid cooling technology, advanced air cooling, and optimized I/O design, which contribute to doubling compute network bandwidth and enhancing AI factory productivity [3][4] - The GB300 NVL72 rack-scale system achieves 1.1 exaFLOPS dense FP4 compute performance, while the NVIDIA HGX B300 systems provide up to 7.5x performance gains over NVIDIA Hopper-based systems [4][6] Deployment and Integration - Supermicro offers turn-key delivery of pre-validated solutions at system, rack, and data center scale, addressing challenges in AI infrastructure such as network topology, power delivery, and thermal management [2][6] - The integration of hardware with infrastructure and application software, including NVIDIA AI Enterprise, optimizes AI performance and supports rapid deployment [6] Environmental Impact - Supermicro's Data Center Building Block Solutions (DCBBS) help customers save up to 40% power, reduce data center footprint by 60%, and decrease water consumption by 40%, leading to a 20% lower total cost of ownership (TCO) [6]