Super Micro Computer (NASDAQ:SMCI) is facing mounting headwinds in the AI server space, according to Bank of America Securities, which resumed coverage of the stock with an Underperform rating and a ...

Dell, for instance, has become a supplier to CoreWeave and xAI, both previously associated with SMCI. Dell’s AI server backlog reached $14.4 billion as of May, and the firm expects to ship more ...

Super Micro Computer sees soaring demand for its AI-focused server solutions, fueled by innovation and global expansion efforts.

Super Micro Computer SMCI and Dell Technologies DELL are key players in the data center liquid-cooling market, driven mainly ...

SMCI also launched the Petascale All-Flash Storage Server, integrated with NVIDIA Grace CPU Superchip for heavy workload software-defined networking and AI-storage workloads.

SMCI’s server and storage revenues are being driven by its direct liquid cooling products for data-center applications, which reached a production volume of more than 2000 DLC racks per month.

AI infrastructure is expensive, but xAI is one of the most buzzworthy companies in a highly competitive field.

Super Micro Computer’s SMCI server and storage system segmental revenues grew 19% year over year in the third quarter of fiscal 2025, crossing the $4.5 billion milestone. The server and storage ...

Discover why Super Micro Computer (SMCI) is a Buy as AI demand surges. Positioned for growth with AI servers and Blackwell GPU adoption.