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]

Core Insights - Super Micro Computer Inc. (NASDAQ:SMCI) has introduced new liquid-cooled NVIDIA HGX B300 systems, enhancing its NVIDIA Blackwell Portfolio to meet the growing demand for AI infrastructure in hyperscale data centers [1][2] - The new systems are designed to improve power efficiency and GPU density, allowing data centers to save up to 40% on power and reduce water usage by operating with warm 45°C water [2][3] - The company aims to provide fully tested, ready-to-use racks that enable faster deployment for enterprise, federal, and hyperscaler customers [2] Group 1 - Super Micro has developed platforms targeting customer needs for higher efficiency, lower costs, and improved serviceability [2] - The new liquid-cooled systems can achieve up to 144 GPUs in a single rack, significantly enhancing performance density while lowering power consumption and cooling costs [3] - The company serves various markets including artificial intelligence, edge computing, 5G, enterprise data centers, and cloud computing [3] Group 2 - Charles Liang, the president and CEO, emphasized the importance of these new systems in enabling customers to deploy AI at scale with faster time-to-market and maximum performance per watt [3] - The introduction of these systems aligns with the broader trend of increasing investment in AI infrastructure, with a notable US $92 billion investment in the sector [2]

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]