Core Insights - ePlus inc. has been awarded the Lenovo North American Infrastructure Partner of the Year Award for the second consecutive year, recognizing its excellence in supporting customer organizations with data center platforms [1][3][5] Group 1: Award Recognition - Lenovo established the Partner of the Year Awards in 2024 to honor organizations that excel in growth, engagement, and technology utilization [2] - ePlus was recognized for its ability to help customers architect and build data center platforms that meet evolving business needs, particularly for AI applications [3][5] Group 2: Collaboration and Innovation - ePlus collaborates with Lenovo in the ePlus AI Innovation Lab, showcasing AI infrastructure components and new technologies like liquid cooling [4] - The AI Innovation Lab allows ePlus to demonstrate flexible and scalable data center technology to accommodate future data requirements [4] Group 3: Company Overview - ePlus is a customer-first, services-led industry leader providing transformative technology solutions across various sectors, including AI, security, and cloud services [6] - The company has over 2,200 employees and operates in multiple regions, including the United States, United Kingdom, Europe, and Asia-Pacific [6]

ab 27 May 2025 Global Research First Read Lenovo Group 2025 AIC: Improving infra business profitability from breakeven Profitability improvement for its infra business driven by enterprise Lenovo is turning its ISG (infrastructure business with CSPs and ESMBs) segment profitable, focusing on improving and growing its ESMB business, which yield higher margins once scale, cost structure, and operating leverage improve. For this fiscal year, it is optimistic about reaching its internal KPI of sequentially impr ...

Accelsius continues to build momentum within the large and growing liquid cooling market Innventure reiterates confidence in achieving revenue growth inflection during the second half of 2025 ORLANDO, Fla., May 15, 2025 (GLOBE NEWSWIRE) -- Innventure, Inc. (NASDAQ: INV) (“Innventure”), a technology commercialization platform, today announced financial results for the quarter ended March 31, 2025. “Innventure’s operating companies continued their momentum to start 2025, with both Accelsius and AeroFlexx furt ...

Core Viewpoint - Super Micro Computer (SMCI) stock has surged over 33% in two trading days due to an analyst upgrade and a $20 billion partnership with DataVolt, but the company faces critical issues with low and declining margins [1][2]. Financial Performance - As of Q3 FY'25, Super Micro's gross margin is 9.6%, down from 11.8% in Q2 FY'25 and 15.5% in Q3 FY'24, while net margins are under 3%, significantly lower than industry peers like HP Enterprise and Nvidia [2]. - Diluted EPS for Super Micro declined to $0.17 in Q3 FY'25, down from $0.51 in the previous quarter and $0.66 a year ago [2]. Revenue Growth vs. Margin Compression - Revenue increased by 19.4% year-over-year last quarter, with projections of over 45% growth this fiscal year and another 35% next year, but low margins may hinder meaningful earnings gains [3]. - If margins remain low, Super Micro risks scaling a low-margin business that could be challenging to manage without creating shareholder value [3]. Technological Advancements - Super Micro has successfully implemented liquid cooling technology at scale, overcoming reliability concerns, which may provide a competitive edge in the AI hardware market despite higher upfront costs and margin pressures [4]. Corporate Governance and Controversies - The company has faced controversies, including allegations of accounting irregularities and scrutiny from short-sellers, which may necessitate cautious investment approaches despite recent improvements in financial filings [5].