Super Micro says Nvidia’s Blackwell is on the way
Nvidia shares rebound Shares in Nvidia picked up after a key partner, Super Micro Computer, said its new AI data centre systems powered by Nvidia’s advanced Blackwell chips are ready to ship. Super Micro’s product—essentially comprised of the core infrastructure an AI data centre developer would
Supermicro Launches Rack-Scale Systems with NVIDIA Blackwell
Supermicro, Inc. (NASDAQ: SMCI) announced full availability of its AI data center Building Block Solutions accelerated by the NVIDIA Blackwell platform. The Supermicro Building Block portfolio provides the core infrastructure elements necessary to scale Blackwell solutions.
In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results ...
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Supermicro Ramps Full Production of NVIDIA Blackwell Rack-Scale Solutions with NVIDIA HGX B200Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing full ...
NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major ...
According to a report on the Board Channels forums, which features PC-related stories from sources close to supply chains and AIC partners in Asia, Nvidia has ...
The biggest fallacy from investors assuming that Nvidia is toast due to more efficient AI models becoming available is the premise that U.S. AI hyperscalers are concerned with efficiency. The reason ...
Morgan Stanley reiterated Nvidia (NASDAQ:NVDA) as its Top Pick, noting that DeepSeek (DEEPSEEK) selloff is a buying opportunity. Shares of Nvidia rose about 2% on Thursday. Analysts led by Joseph ...
Super Micro Computer (SMCI, Financials) announced the full-scale production of its AI data center solutions, powered by ...
Maybe I won the silicon lottery, but the GB203 sure looks like there was a lot of performance left on the table.
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