Supermicro (SMCI) shares rallied today after the Nasdaq-listed firm unveiled a new high-density, liquid-cooled blade server ...

Super Micro Computer Inc. ($SMCI) announced a new blade server system built to meet rising demand from AI and ...

Dell Technologies DELL and Super Micro Computer SMCI are major players in the server space, focusing on artificial intelligence (AI)-driven infrastructure and cloud computing. While DELL is growing ...

Meanwhile, Bank of America has an Underperform rating on the stock with a price target of $34. According to the analysts, ...

The AI server market continues to heat up as companies race to build infrastructure for the next generation of artificial intelligence applications. Using a combination of fair value assessments, ...

TL;DR: Quanta Computer reports unprecedented orders for NVIDIA's Blackwell Ultra GB300 AI servers, with shipments peaking in Q4 2025. To meet soaring AI demand, Quanta is expanding production in the ...

Hewlett Packard Enterprise’s HPE server business grew 5.6% in the second quarter of fiscal 2025. It expects its third-quarter revenues to rise in mid-teens sequentially and fiscal 2025 server revenues ...

Super Micro Computer is evolving into a leading rack-scale integrator, capitalizing on AI factory buildouts and liquid cooling leadership. SMCI's ramped volume shipments of NVIDIA Blackwell platforms ...

Nebius (NASDAQ:NBIS) and Super Micro Computer (NASDAQ:SMCI) present contrasting routes to benefit from surging AI infrastructure demand. Nebius, a rebranded cloud-infrastructure firm, has delivered ...

Super Micro Computer faces mounting challenges as it continues to lag peers like Foxconn in AI server growth and struggles with inventory and margin pressures. Management's FY26 revenue outlook has ...