Super Micro Computer (SMCI) stock gained 3% after the company announced a new AI system built with Nvidia (NVDA). The company said the goal is to help businesses use AI faster without having to build the whole system on their own.
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With AI adoption rising, Supermicro aims to secure a larger role as companies move beyond testing and start deploying AI at scale.
Super Micro Builds an “AI Factory” With Nvidia
Super Micro’s new platform acts like an “AI factory,” enabling companies to both train and run AI models on a single system. This system integrates Super Micro servers with Nvidia’s AI software tools and Nvidia’s Spectrum-X network switch technology.
The system will come in different sizes based on customer needs. The smallest version has 4 nodes and 32 GPUs, while the largest packs 32 nodes and 256 GPUs. Super Micro is already accepting orders for these systems.
CEO Charles Liang said the new product is meant to help make AI technology accessible to more industries, not just large tech firms. He said Nvidia’s GB300 and HGX B300 platforms have helped speed up delivery and improve results for large AI customers.
Nvidia Partnerships Expand Across the Sector
Super Micro is part of Nvidia’s expanding AI hardware ecosystem. Earlier this week, Dell Technologies (DELL) expanded its AI factory platform with Nvidia chips. Also, Arm Holdings (ARM) shared plans to work more closely with Nvidia by adding NVLink Fusion technology to its Neoverse platform.
These partnerships underline Nvidia’s growing role at the core of AI infrastructure development.
Is SMCI a Good Stock to Buy?
Overall, Wall Street has a Hold consensus rating on Super Micro Computer stock based on five Buys, five Holds, and two Sell recommendations. The average SMCI stock price target of $46.82 indicates about 34% upside potential. SMCI stock has risen over 14.5% year-to-date.
