Latest news with #Supermicro
Yahoo
2 days ago
- Business
- Yahoo
Supermicro (SMCI) Expands Its AI Infrastructure Ecosystem with Global Alliances
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 best growth stocks to buy according to billionaires. On June 10, Super Micro signed an agreement with Ericsson to explore a potential collaboration aimed at speeding up Edge AI adoption. The proposed partnership would combine Super Micro's high-performance Edge AI compute platforms with Ericsson's enterprise 5G connectivity solutions. A computer network engineering team setting up a server array in a data center. The companies plan to offer integrated commercial solutions that help enterprises deploy AI at the edge more efficiently. The offering is expected to enable businesses in retail, manufacturing, healthcare, and other industries to rapidly deploy Edge AI infrastructure along with wireless connectivity. This initiative leverages Supermicro's strengths in delivering energy-efficient, workload-optimized edge systems, aligning with the growing demand for Edge AI processing. By collaborating with Ericsson, Super Micro is positioning its platforms as part of a broader, ready-to-deploy ecosystem that addresses both compute and connectivity requirements. Supermicro also recently signed an agreement with DataVolt to develop large-scale AI campuses in Saudi Arabia, marking a significant step in the region's digital infrastructure growth. The planned facilities will utilize Supermicro's high-density GPU platforms and advanced liquid cooling systems, aiming to enhance energy efficiency and reduce operational costs. While final terms are still being negotiated, the companies expect the AI-related products involved in the deal to be worth at least $20 billion, highlighting the scale of the initiative. This move positions both companies at the forefront of sustainable, next-generation AI infrastructure. Super Micro Computer Inc. (NASDAQ: SMCI) designs high-performance and energy-efficient server and storage systems tailored for various industries. Its key markets include cloud service providers, enterprises, large data centers, original equipment manufacturers (OEM), and appliance manufacturers. While we acknowledge the potential of SMCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None.
Yahoo
2 days ago
- Business
- Yahoo
Supermicro (SMCI) Expands Its AI Infrastructure Ecosystem with Global Alliances
Super Micro Computer Inc. (NASDAQ:SMCI) is one of the 10 best growth stocks to buy according to billionaires. On June 10, Super Micro signed an agreement with Ericsson to explore a potential collaboration aimed at speeding up Edge AI adoption. The proposed partnership would combine Super Micro's high-performance Edge AI compute platforms with Ericsson's enterprise 5G connectivity solutions. A computer network engineering team setting up a server array in a data center. The companies plan to offer integrated commercial solutions that help enterprises deploy AI at the edge more efficiently. The offering is expected to enable businesses in retail, manufacturing, healthcare, and other industries to rapidly deploy Edge AI infrastructure along with wireless connectivity. This initiative leverages Supermicro's strengths in delivering energy-efficient, workload-optimized edge systems, aligning with the growing demand for Edge AI processing. By collaborating with Ericsson, Super Micro is positioning its platforms as part of a broader, ready-to-deploy ecosystem that addresses both compute and connectivity requirements. Supermicro also recently signed an agreement with DataVolt to develop large-scale AI campuses in Saudi Arabia, marking a significant step in the region's digital infrastructure growth. The planned facilities will utilize Supermicro's high-density GPU platforms and advanced liquid cooling systems, aiming to enhance energy efficiency and reduce operational costs. While final terms are still being negotiated, the companies expect the AI-related products involved in the deal to be worth at least $20 billion, highlighting the scale of the initiative. This move positions both companies at the forefront of sustainable, next-generation AI infrastructure. Super Micro Computer Inc. (NASDAQ: SMCI) designs high-performance and energy-efficient server and storage systems tailored for various industries. Its key markets include cloud service providers, enterprises, large data centers, original equipment manufacturers (OEM), and appliance manufacturers. While we acknowledge the potential of SMCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Globe and Mail
3 days ago
- Business
- Globe and Mail
Super Micro Computer vs. SoundHound AI: What's the Better Artificial Intelligence Stock to Buy Today?
If you're investing in artificial intelligence (AI) stocks, chances are you've seen some mention of Super Micro Computer (NASDAQ: SMCI) and SoundHound AI (NASDAQ: SOUN). While these aren't the biggest players in AI, they are among the most intriguing. The two companies face challenges, but they also possess a lot of possible upside. Super Micro Computer, which is better known as Supermicro, is involved in providing businesses with AI infrastructure, data servers, and the necessary hardware they need to ramp up their AI investments and projects. Although it's up more than 40% this year (as of June 13), its low valuation suggests that it still struggles to win back the trust of investors after having a very public falling out with its auditor last year. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » SoundHound AI rose to prominence last year after chipmaker Nvidia disclosed a position in the voice AI company. But with Nvidia recently selling its stake in the business and SoundHound still struggling to stay out of the red, many investors have also hit sell on this once-exiting AI stock. Which of these two stocks makes for the better option for investors looking to generate big gains from AI? Let's break down their numbers and growth opportunities to see which one is the best stock to put into your portfolio today. The case for Supermicro Supermicro provides valuable AI infrastructure that businesses need to scale their operations. It got into some trouble last year regarding its finances, including its financial auditor resigning. But the company has a new auditor and managed to meet its reporting deadlines to avoid its stock getting delisted. Over the trailing 12 months, the company generated $21.6 billion in sales, with its profits totaling $1.2 billion. Although its margins are lean, the company was able to consistently stay in the black and grow its earnings over the years. Investors discounted the stock heavily since the adversity and bad press it faced last year, and it now trades at just 13 times its expected future earnings (based on analyst estimates). This factors in the growth and earnings that analysts expect from the business in the year ahead, which suggests Supermicro could be a steal of a deal. Although it has been rallying this year, it's still nowhere near its 52-week high of $101.40 and could have more room to run higher. The case for SoundHound AI SoundHound AI is in a great position to benefit from companies seeking out voice AI capabilities. Whether it's to enhance a driving experience or help automate and expedite the ordering process at fast-food restaurants, it possesses many growth opportunities. Revenue in its most recent quarter, which ended on March 31, rose by 151% year over year to $29.1 million. The company got a boost from acquisitions, which have also diversified its customer base in the process. And although it remains unprofitable, its adjusted per-share loss shrank to $0.06 (compared with $0.07 in the prior-year period). SoundHound's business is smaller than Supermicro's, and that can work to its advantage, as its market cap is just around $4 billion (versus $26 billion for Supermicro). Given the potential it has to reach many industries and the rollout of Amelia 7.0, which is a "full Agentic AI with category-leading voice technology," the company's valuation may rise significantly as it scales its operations, and since its growth is still in its very early innings. This year, the business expects to generate between $157 million to $177 million in sales, which will be a sizable increase from the $84.7 million it reported last year. Which stock should you go with? If I were choosing between these two AI stocks right now, I'd go with Supermicro. I don't love its thin margins, but the business has been able to stay in the black consistently, and its low valuation does offer a good margin of safety. Its operations appear to be more stable now, and there aren't huge question marks about its reporting hanging over the business. It may be overdue for an even greater rally. SoundHound AI is an intriguing business, and I could see it rising if it can generate good organic growth. But it's still a bit unproven, and with acquisitions muddying its recent results, it's hard to tell just how well the business is doing and if it can truly achieve profitability. SoundHound AI may have greater upside in the long run if it proves to be the real deal, but it's a far riskier option than Supermicro, which is why I'd go with the latter. Should you invest $1,000 in Super Micro Computer right now? Before you buy stock in Super Micro Computer, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Super Micro Computer wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $660,821!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $886,880!* Now, it's worth noting Stock Advisor 's total average return is791% — a market-crushing outperformance compared to174%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 9, 2025
Yahoo
7 days ago
- Business
- Yahoo
Super Micro Computer (SMCI) Debuts the Industry's Broadest AI Solution Stack for NVIDIA Blackwell
Super Micro Computer, Inc. (NASDAQ:) is one of the . On June 11, the company announced an expansion of the industry's broadest portfolio of solutions designed for NVIDIA Blackwell Architecture to the European market. The 30+ solutions offer the most comprehensive and efficient solution stack for NVIDIA HGX B200, GB200 NVL72, and RTX PRO 6000 Blackwell Server Edition deployments. These solutions will accelerate the deployment of European enterprise AI factories across any environment. Supermicro's solution stack will not just enable the deployment of NVIDIA Enterprise AI Factory validated design, but also support the upcoming introduction of NVIDIA Blackwell Ultra solutions, anticipated later this year. This includes the NVIDIA GB300 NVL72 and HGX B300. A scientist at a computer station, surrounded by a neural network of artificial intelligence code. A major highlight of Supermicro's latest offerings is its DLC-2 liquid cooling technology, which can remove up to 250kW of heat per rack. Through this innovation, customers will be able to deploy much more compute power within existing facility constraints, all while maintaining optimal thermal performance for sustained AI workloads. 'With our first-to-market advantage and broad portfolio of NVIDIA Blackwell solutions, Supermicro is uniquely positioned to meet the accelerating demand for enterprise AI infrastructure across Europe. Our collaboration with NVIDIA, combined with our global manufacturing capabilities and advanced liquid cooling technologies, enables European organizations to deploy AI factories with significantly improved efficiency and reduced implementation timelines. We're committed to providing the complete solution stack enterprises need to successfully scale their AI initiatives.' -Charles Liang, president and CEO of Supermicro. Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures high-performance server and storage solutions for data centers, cloud computing. While we acknowledge the potential of SMCI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
7 days ago
- Business
- Yahoo
Super Micro Unleashes 30+ Nvidia Blackwell AI Systems Across Europe
June 12 - Super Micro Computer (NASDAQ:SMCI) has rolled out over 30 new enterprise AI solutions in Europe built on Nvidia's (NASDAQ:NVDA) Blackwell chip architecture, aiming to speed up deployment of AI infrastructure across the region. Warning! GuruFocus has detected 4 Warning Signs with NVDA. The expanded portfolio includes systems powered by the air- and liquid-cooled NVIDIA HGX B200, liquid-cooled NVIDIA GB200 NVL72, and RTX PRO 6000 Blackwell Server Edition GPUs. The systems are designed to support enterprise-grade AI factories across varied environments, from data centers to edge networks. Supermicro said its latest offerings are optimized to deliver faster deployment timelines and energy-efficient performance through its advanced liquid cooling systems and integration with Nvidia technologies. The company has begun taking orders for the new GPU-based systems, which are available in multiple configurations to accommodate a broad range of enterprise needs. CEO Charles Liang said Supermicro's early access to Nvidia's Blackwell architecture and its global manufacturing capacity position it well to support rising demand for AI infrastructure in the region. Based on the one year price targets offered by 15 analysts, the average target price for Super Micro Computer Inc is $40.00 with a high estimate of $70.00 and a low estimate of $15.00. The average target implies a downside of -7.44% from the current price of $43.21. Based on GuruFocus estimates, the estimated GF Value for Super Micro Computer Inc in one year is $68.35, suggesting a upside of +58.18% from the current price of $43.21. This article first appeared on GuruFocus.
