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UNCOVERED: 4 | History Defined

Middle East Deals Could Lift Super Micro Computer Stock. How Should You Play SMCI Here?

Supermicro stock has rallied sharply in recent sessions as investors cheer the AI server firm’s deal with DataVolt. But analysts suggest it’s as far as SMCI shares go in 2025.

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Super Micro Just Nabbed a $20 Billion Partnership. Should You Buy SMCI Stock Now?

Supermicro stock soared on a $20 billion AI infrastructure deal with DataVolt. Is it too late to invest in SMCI shares?

Barchart

Supermicro Rockets Higher on $20B Deal: Time to Buy SMCI Stock or Cash Out?

Supermicro’s $20 billion partnership with DataVolt could very well be the catalyst that reignites its growth trajectory and restores investor confidence.

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Should You Buy the Post-Earnings Dip in SMCI Stock?

Supermicro stock is sinking as the AI server specialist lowers guidance for the full year again. Needham analysts continue to see significant upside in SMCI shares.

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Super Micro Computer Is Dragging Nvidia Underwater. Is NVDA Stock Still a Buy Despite the Pain?

Nvidia stock is sinking after SMCI’s preliminary Q3 financial results came in well below expectations. Seaport initiated coverage of NVDA shares with a rare “Sell” rating today.

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Goldman Sachs Just Slashed Its Rating on Super Micro Computer Stock. How Should You Play SMCI Here?

Goldman Sachs says SMCI stock could tank further to $32, which indicates potential downside of another 20% from current levels.

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Nvidia unveils DGX Station workstation PCs with GB300 Blackwell Ultra inside

Nvidia reveals GB300 Blackwell Ultra workstation: Asus, Boxx, Dell, HP, Lambda, Lenovo, and Supermicro to carry actual machines.

Tom’s Hardware

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The week in chip news: Intel gets a new CEO, China chip smuggling, AMD dominates

We cover the biggest stories of the week.

Tom’s Hardware

After a 10% Rally in a Single Day, Is Super Micro Computer Stock a Buy?

Super Micro stock has soared in recent sessions on news it’s adding Intel’s Xeon 6 to its servers. But analysts continue to see significant further upside in SMCI shares.

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Is Super Micro Computer Stock a Buy Now as Delisting Fears Ease?

Challenges remain for this AI infrastructure company.

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xAI could sign a $5 billion deal with Dell for thousands of servers with Nvidia's GB200 Blackwell AI GPU accelerators

Reports claim Dell is about to secure a $5 billion deal to supply Elon Musk's xAI with yet more AI servers.

TechRadar

HPE may have been beaten Supermicro and Dell to win a $1bn AI contract, but it's not for the Colossus supercomputer

HPE beat Supermicro and Dell to win a $1bn contract to supply Elon Musk's X with AI servers

TechRadar

HPE lands $1 billion AI server order from Elon Musk

HPE steals wins an order from X, stealing the deal from Dell and Supermicro.

Tom’s Hardware

Chinese businessman shows off sanctions-busting NVIDIA AI GPUs he bought despite US ban — 200 H200 GPUs skid past US sanctions

Chinese businessman smuggles over a dozen of H200 machines with eight GPUs inside each one.

Tom’s Hardware

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Supermicro to help Musk scale xAI supercomputer to a million GPUs — Supermicro will set up local operations in Memphis to facilitate operations

Supermicro plans build local operations in Memphis, Tennessee to support Musk's expansion of the xAI Colossus supercomputer.

Tom’s Hardware

Elon Musk plans to scale the xAI supercomputer to a million GPUs — currently at over 100,000 H100 GPUs and counting

xAI to scale the Colossus supercomputer to one million processors, which could create the most powerful machine in the world.

Tom’s Hardware

Intel CEO Pat Gelsinger visits Elon Musk’s Memphis data center, touts Xeon deployment — praises xAI team for building it “in such a short amount of time”

Intel CEO Pat Gelsinger visits the Colossus AI Supercomputer and praises the xAI team for their quick work.

Tom’s Hardware

Elon Musk's xAI reportedly shifts $6 billion AI server order from troubled Supermicro to its rivals

Dell, Inventec, and Wistron land new orders from xAI as Supermicro faces significant financial challenges.

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What Are Wall Street Analysts' Target Price for Super Micro Computer Stock?

As Super Micro Computer has underperformed the broader market over the past year, analysts remain cautious about the stock’s prospects.

TechRadar

Liquid cooling solutions gain momentum as AI workloads turn up the heat in data centers

Lenovo, Dell, Supermicro and Giga Computing have all showcased new products

Tom’s Hardware

Supermicro's stock plummets 35% in one day as accounting firm resigns — storm brews after DOJ probe into manipulated finances

Supermicro's stock tanked 35% today after its accounting firm resigned, citing unreliable management and an inability to comply with company expectations and the law.

Tom’s Hardware

First in-depth look at Elon Musk's 100,000 GPU AI cluster — xAI Colossus reveals its secrets

YouTuber ServeTheHome was granted an inside look at Supermicro's side of the xAI Colossus supercluster. The 100,000 GPU server is operational thanks to simple-to-deploy systems and thousands of dollars of networking.

Tom’s Hardware

Supermicro's datacenter-scale liquid cooling solution sets the stage for Nvidia Blackwell

Supermicro develops datacenter-scale liquid cooling solution for next-generation AI servers based on Nvidia Blackwell GPUs.

Tom’s Hardware

Fujitsu, Supermicro working on Arm-based liquid cooled servers for 2027

Fujitsu and server-giant Supermicro have partnered up to create liquid cooled servers based on Fujitsu's Monaka ARM datacenter processors, which are slated to arrive in 2027.

Tom’s Hardware

DOJ reportedly probes Supermicro for accounting manipulations — alleged export violations to China and Russia also raise attention

DoJ reportedly probes Supermicro over accounting manipulation amid alleged failure to comply with the U.S. export regulations accusations.

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