Latest news with #DataVolt
Euronews
2 days ago
- Business
- Euronews
Uzbekistan secures €26bn in deals at Tashkent Investment Forum
The fourth Tashkent International Investment Forum drew 7,500 delegates from 100 countries and secured over €26 billion in signed projects across energy, agriculture, infrastructure, digital tech and mining. Uzbekistan's economy has doubled in size over eight years, and the country is positioning itself as a hub for green energy and digital connectivity. Bulgaria and Slovakia strengthened diplomatic ties, with Slovak Deputy PM Denisa Saková urging Europe to look east for new markets. Private investment in SMEs and renewables took centre stage, alongside a $5 billion commitment from Data Volt to make Uzbekistan a regional digital hub. Education and workforce development were also flagged as key drivers of long-term economic growth.
Euronews
12-06-2025
- Business
- Euronews
Uzbekistan is leading efforts to reduce emissions in data centers
At the Tashkent International Investment Forum 2025 (TIFF 2025), green tech and AI-ready infrastructure dominated the conversation, and few projects generated as much buzz as Data Volt's push to build the region's first fully sustainable, high-density data centers. 'We're bringing in the latest technology, especially in cooling', said Rajit Nanda, CEO of Data Volt, outlining how the company is rethinking the fundamentals of digital infrastructure. 'These facilities aren't just built for today – they're built for where AI is heading'. Data Volt's model is deceptively simple: use solar by day, wind by night, and store the rest in powerful battery systems that keep operations running around the clock. What makes it revolutionary is the scale, and the context. 'If we don't start building sustainable data centers now, the industry's carbon footprint could rival that of aviation within a decade', warned Nanda. Data Volt isn't waiting. It has already launched a pilot project worth €185 million in Tashkent's IT Park. Larger facilities are in the pipeline, including a new site in the ancient city of Bukhara expected to attract €2.8 billion, and a third project in New Tashkent, a futuristic smart city being built from the ground up. Altogether, the company plans to invest over €4.6 billion in Uzbekistan over the next five years. What sets Data Volt apart is not just its green credentials, it's how the company is preparing for the next wave of AI. Traditional data centers in the region operate at roughly 10 kilowatts per rack. Data Volt's current designs push that to 100 kilowatts, and upcoming projects aim to reach densities of 1,000 kilowatts per rack – capable of supporting the heaviest AI workloads. 'The world is running out of computer power,' said Nanda. 'As AI becomes part of everyday life, we want to make sure people don't experience buffering or lag like we did in the early days of the internet'. Uzbekistan's digital transformation keeps on surprising many investors. With an action plan full of reforms, a young and tech-savvy population, and increasing openness to foreign investment, the country is fast becoming a testbed for innovation. 'Uzbekistan is transforming', Nanda admitted. 'The local talent pool, especially in energy and digital, makes it a natural candidate to lead the region's digital revolution'. And while the projects are rooted in Central Asia, the vision is global. Data Volt's infrastructure is being designed to serve the world's growing appetite for real-time AI, green computers, and scalable, sustainable tech solutions. The digital future is coming faster than expected. The challenge is building the infrastructure to support it without breaking the planet. At TIIF 2025, one thing was clear: that work has already begun.
Forbes
05-06-2025
- Business
- Forbes
How SMCI Stock Is Riding Nvidia's Blackwell Wave
Super Micro Computer stock (NASDAQ:SMCI) increased by nearly 5% during Friday's trading session and stands approximately 35% higher over the past month. Multiple factors have contributed to the stock's rise in recent weeks, such as significant analyst upgrades and the announcement of a $20 billion partnership with Saudi data center company DataVolt. There has also been speculation regarding a possible short squeeze in SMCI stock. As of May 2025, around 20% of SMCI's outstanding shares were held in short positions. This level of short interest could lead to a short squeeze, compelling short sellers to repurchase shares to cover their positions. Additionally, Nvidia disclosed a solid set of Q1 results last week, which reflects positively on SMCI. Nvidia stated that the rollout of its new Blackwell GPU is progressing well, with these latest products now making up 70% of data center revenue in the previous quarter, indicating that Blackwell sales have roughly doubled from the previous quarter. Super Micro's server solutions are closely linked to Nvidia's GPU ecosystem and roadmap. The company has generally been more agile than its peers in delivering server systems that align with Nvidia's latest products, thanks to its modular system designs, advanced cooling and power systems, and close collaboration with Nvidia regarding software and hardware integration. SMCI is likely to reap substantial rewards as a primary provider of custom, high-density GPU servers for Nvidia's data center customers as the deployment of Blackwell continues to expand. So, is SMCI stock appealing following the recent surge? We consider SMCI stock to be reasonably valued at its current market price of $43, although there are some reservations. We reach this conclusion by comparing the current valuation of SMCI stock to its recent operating performance as well as its existing and historical financial health. Our evaluation of Super Micro Computer across key metrics of Growth, Profitability, Financial Stability, and Resilience During Downturns indicates that the company maintains a strong operating performance and financial status, as outlined below. However, for those looking for potential upside with lower volatility than individual stocks, the Trefis High Quality Portfolio offers an alternative, having outperformed the S&P 500 and achieving returns exceeding 91% since its inception. When considering what you pay per dollar of sales or profit, SMCI stock appears slightly undervalued in comparison to the broader market. • Super Micro Computer holds a price-to-sales (P/S) ratio of 1.2 in contrast to a figure of 3.0 for the S&P 500 • Additionally, the company's price-to-free cash flow (P/FCF) ratio is 174.4 relative to 20.5 for the S&P 500 • Furthermore, it has a price-to-earnings (P/E) ratio of 22.4 compared to the benchmark's 26.4 The revenues of Super Micro Computer have expanded significantly over the past few years. • Super Micro Computer has experienced an average revenue growth rate of 68.1% in the last 3 years (compared to a 5.5% increase for the S&P 500) • Its revenues have increased by 82.5% from $9.3 billion to $21 billion in the past 12 months (relative to a 5.5% growth for the S&P 500) • Moreover, its quarterly revenues rose 19.5% to $5.7 billion in the most recent quarter from $3.7 billion a year prior (compared to a 4.8% improvement for the S&P 500) Super Micro Computer's profit margins are significantly lower than those of most companies within the Trefis coverage universe. • Super Micro Computer's Operating Income over the past four quarters amounted to $1.3 billion, which translates to a low Operating Margin of 6.1% (compared to 13.2% for the S&P 500) • SMCI's Operating Cash Flow (OCF) during this timeframe was $148 million, reflecting a very low OCF Margin of 0.7% (in contrast to 14.9% for the S&P 500) • For the last four quarters, SMCI's Net Income was $1.2 billion — indicating a low Net Income Margin of 5.3% (compared to 11.6% for the S&P 500) Super Micro Computer's balance sheet appears robust. • Super Micro Computer's Debt stood at $2.5 billion at the conclusion of the most recent quarter, with its market capitalization being $25 billion (as of 6/3/2025). This results in a healthy Debt-to-Equity Ratio of 9.7% (in contrast to 19.9% for the S&P 500). [Note: A lower Debt-to-Equity Ratio is preferred] • Cash (inclusive of cash equivalents) constitutes $2.5 billion of Super Micro Computer's total assets, which amount to $11 billion. This leads to a strong Cash-to-Assets Ratio of 23.6% (relative to 13.8% for the S&P 500) SMCI stock has demonstrated more resilience than the benchmark S&P 500 index during a few recent downturns. With investors hoping for a smooth landing for the U.S. economy, how severe could the impact be if another recession occurs? Our dashboard How Low Can Stocks Go During A Market Crash illustrates how key stocks performed during and after the last six market crashes. • SMCI stock declined 34.5% from a peak of $35.33 on 7 August 2023 to $23.15 on 21 September 2023, compared to a peak-to-trough decrease of 25.4% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 19 January 2024 • Since then, the stock has risen to a high of $118.81 on 13 March 2024 and is currently trading at approximately $43 • SMCI stock fell 45.8% from a high of $2.95 on 5 February 2020 to $1.60 on 18 March 2020, versus a peak-to-trough decline of 33.9% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 8 June 2020 • SMCI stock dropped 66.3% from a high of $1.14 on 5 June 2007 to $0.39 on 13 November 2008, compared to a peak-to-trough decline of 56.8% for the S&P 500 • The stock fully recovered to its pre-Crisis peak by 22 December 2009 Super Micro Computer displays a mixed fundamental outlook. On one hand, its growth trajectory is exceptionally strong, and its financial stability continues to be sound, with the company also demonstrating resilience during downturns. However, profitability remains a significant weakness. Margins are considerably below those of competitors and have been on a downward trend. Compounding investor worries are governance issues, including previous allegations of accounting irregularities, delays in SEC filings, and scrutiny from short sellers. Although the company has made efforts to address these concerns, a cautious approach is advisable when assessing SMCI stock. While it may not appear that there is significant upside to SMCI stock, the Trefis Reinforced Value (RV) Portfolio has outperformed its all-cap stock benchmark, comprising the S&P 500, S&P mid-cap, and Russell 2000 benchmark indices, delivering strong returns for investors. Why is that? The quarterly rebalanced blend of large-, mid-, and small-cap RV Portfolio stocks offers a reactive approach to capitalizing on favorable market conditions while mitigating losses in declining markets, as detailed in RV Portfolio performance metrics.
Globe and Mail
28-05-2025
- Business
- Globe and Mail
Does Super Micro Computer Stock (SMCI) Have More Room to Run?
(SMCI) stock has rallied 36% so far in 2025. After a rollercoaster ride last year due to several negatives, including accusations related to accounting irregularities and delay in filing of financial statements, the stock has risen in 2025 due to improved investor sentiment for the AI server maker. Nonetheless, analysts are currently divided on SMCI stock, with the average price target indicating that the stock could be range-bound. Confident Investing Starts Here: Analysts Are Divided on SMCI Stock SMCI Bulls are optimistic about its growth prospects amid the ongoing AI boom, given recent wins like the $20 billion partnership with DataVolt to develop hyperscale AI campuses in Saudi Arabia and the U.S. However, other analysts are concerned about the company's disappointing fiscal third-quarter performance and dismal guidance and a potential slowdown in AI spending due to macro pressures. Moreover, Super Micro didn't issue guidance for Fiscal 2026, citing tariff-related uncertainties. Recently, Citi analyst Asiya Merchant reiterated a Hold rating on SMCI stock with a price target of $37. Reacting to the DataVolt agreement, the 5-star analyst said that the news is a positive read-through for the underlying demand momentum for SMCI and AI infrastructure hardware players that cater to the tier 2, neo cloud, GPU as a service cloud providers, and sovereign entities. That said, Merchant remains sidelined on SMCI stock due to rising competition. Meanwhile, Raymond James analyst Simon Leopold initiated coverage of SMCI stock with a price target of $41. The 5-star analyst stated that SuperMicro has emerged as a 'market leader' in AI-optimized infrastructure. He highlighted that AI platforms now comprise nearly 70% of SMCI's topline, with the company also expanding its share of the branded AI server market. Leopold thinks that SMCI has positioned itself in a 'sweet spot' between the branded IT suppliers like Dell (DELL) and HP Enterprise (HPE), and contract manufacturers like Quanta. While tariffs and technology transitions, like Nvidia's (NVDA) Hopper to Blackwell processors, present risks over the intermediate term, Leopold believes that AI projects represent a long-term secular driver for SMCI. Further, Mizuho analyst Vijay Rakesh recently raised price targets for several AI server-related stocks, citing growing demand and momentum across the supply chain. In particular, the 5-star analyst increased the price target for Super Micro Computer stock to $40 from $32, noting the company's leadership in AI server deployments. However, Rakesh maintained a Hold rating on SMCI stock and cautioned investors about 'increasing competition and weak AI server margins.' Is SMCI Stock a Good Buy? Overall, Super Micro Computer stock scores a Moderate Buy consensus rating based on six Buys, five Holds, and one Sell recommendation. The average SMCI stock price target of $40.83 suggests that the stock could be range-bound. See more SMCI analyst ratings Disclaimer & Disclosure Report an Issue
Yahoo
28-05-2025
- Business
- Yahoo
Recogni and DataVolt Partner to Deliver the World's Most Energy-Efficient AI Cloud Infrastructure
SAN JOSE, Calif. and RIYADH, Saudi Arabia, May 28, 2025 /PRNewswire/ -- Recogni Inc., the Generative AI Inference systems company, and DataVolt, the sustainable AI-cloud innovator, are teaming up to build the most energy-efficient AI cloud on the planet. Recogni and DataVolt share a commitment to delivering high-performance, energy-efficient AI cloud solutions at scale. This partnership presents a unique opportunity to drive innovation in next-generation AI cloud compute, while advancing environmentally sustainable infrastructure. Recogni's inference system leverages AI logarithmic math on purpose-built silicon and networking to set new standards in energy efficiency and performance, making it an ideal fit for DataVolt's cost/environmentally friendly energy-optimized AI infrastructure. Why it matters At the U.S.–Saudi Investment Forum, DataVolt signed a $20 billion agreement, marking a significant milestone in the company's commitment to advancing AI and data center infrastructure. As part of the heterogeneous compute strategy, DataVolt is partnering with Recogni to integrate Recogni's low-power inference systems to power its next-generation AI data centers. This collaboration aims to support deploying some of the world's densest and most energy-efficient AI compute clusters, reinforcing strategic technology ties between the two nations. Deal details Early Access Partner: DataVolt has agreed to purchase Recogni's inference systems for evaluation prior to production. Peak Efficiency: Recogni's purpose-built silicon pairs log-math acceleration with low power silicon to eliminate energy bottlenecks and deliver the lowest $/FLOP compute available. Cloud Scale: Leveraging DataVolt's low cost of energy and global reach, the partnership is poised to deliver a disruptive new multi-model inference service with no trade-off between power and performance. Bigger picture This partnership unites U.S. silicon innovation with Saudi green-energy scale, advancing shared goals of energy security, digital-economy growth, and sustainable AI infrastructure. "With DataVolt we will provide fast and accurate AI that is also economical and energy efficient. This partnership will supercharge AI adoption worldwide," said Marc Bolitho, CEO of Recogni. "Democratizing access for the Global South to compute and offering the lowest all-in cost of compute have been DataVolt's founding philosophy and guiding vision. I am excited about this partnership with Recogni which will give us a decisive edge in performance-per-watt which will make all the difference in democratizing AI," added Rajit Nanda, CEO of DataVolt. About RecogniWith a global footprint in North America and Europe, Recogni is building the most compute-dense and energy-efficient Generative AI inference systems to accelerate the world's AI ambitions. Recogni is joined to achieve its mission through backing from GreatPoint Ventures, Celesta Capital, Mayfield, and DNS Capital. For more information, visit About DataVoltDataVolt is an operator of data centers, integrating dedicated high-availability multi-technology renewable energy infrastructure solutions and green fuels, with a strong focus on innovation, sustainability, and scalability. Headquartered in Saudi Arabia, with offices currently in the USA, Uzbekistan, India, and the UAE, and presence in South Korea and South Africa. DataVolt has strong global ambitions spanning across the Middle East, Africa, and Asia. DataVolt's core focus is servicing the needs of hyperscalers, large enterprises, and government institutions. For more information, visit View original content to download multimedia: SOURCE Recogni Inc. Sign in to access your portfolio
