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Is Supermicro Stock The AI Winner Everyone’s Overlooking? - Super Micro Computer (NASDAQ:SMCI)

Supermicro's NVIDIA Blackwell Ultra systems deliver 7.5x performance gains and cut operating costs by 20% with advanced liquid cooling and pre-validated plug-and-play design.

  • On September 11, 2025, Supermicro revealed that its full range of NVIDIA Blackwell Ultra products is now accessible globally, featuring ready-to-use NVIDIA HGX B300 servers and GB300 NVL72 rack configurations shipped from San Jose, California.
  • This launch follows a challenging August marked by weaker quarterly results and trimmed revenue guidance, but it also responds to rising AI infrastructure demands and a growing AI spending supercycle.
  • Supermicro integrates Blackwell Ultra advancements with system and rack-level engineering to deliver up to 7.5x performance gains, 50% more HBM3e memory, 1.1 exaFLOPS compute, and up to 1400W per GPU configurations, improving efficiency and scalability for AI factories.
  • CEO Charles Liang noted that data centers face challenges like complex network topology, power delivery, and thermal management, which Supermicro addresses by providing pre-validated, plug-and-play solutions that cut operating costs by 20% and simplify deployment.
  • As AI workloads scale, Supermicro’s solutions enable rapid, efficient AI infrastructure deployment, positioning the company strategically amid Nvidia’s chip dominance and initiatives like OpenAI’s global data center expansion, contributing to nearly 50% year-to-date stock gains.
Insights by Ground AI

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Super Micro Computer, Inc. [Newsroom]San Jose, California (ots/PRNewswire) - - From now on NVIDIA HGX B300 systems and NVIDIA GB300 NVL72 are delivered in large quantities to customers worldwide - enabling turnkey operation from the first day through the ... Continue reading here...Original content of: Super Micro Computer, Inc., news transmitted by currently

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PR Newswire broke the news in United States on Thursday, September 11, 2025.
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