Super Micro Computer Stock Surges on Nvidia Partnership Momentum and New AMD-Powered AI Server Launch

Super Micro Stock Surges After The Bell: Here's Why - Super Micro Computer (NASDAQ:SMCI)

Super Micro Computer Inc (NASDAQ:SMCI) shares are trading higher in Wednesday's after-hours session, getting a boost following strong third-quarter earnings results from Nvidia. SMCI is charging ahead with explosive momentum. Get the market research here. What To Know: Super Micro stock is rising alongside several AI-linked stocks that are beneficiaries of Nvidia's AI ecosystem. Super Micro is a Nvidia collaborator and uses the company's GPUs in its server systems. Super Micro announced in October plans to deliver next-generation Nvidia AI platforms, including the Nvidia Vera Rubin NVL144 and Nvidia Vera Rubin NVL144 CPX in 2026 under an expanded collaboration. Nvidia reported better-than-expected results for the third quarter on Wednesday and issued strong guidance for the fourth quarter, outpacing even the most bullish analyst estimates. "The AI ecosystem is scaling fast -- with more new foundation model makers, more AI startups, across more industries, and in more countries. AI is going everywhere, doing everything, all at once," Nvidia CEO Jensen Huang said in the company's third-quarter release. After the market close on Wednesday, Super Micro also announced the latest addition to the AMD-based Instinct MI350 series of GPU-optimized solutions. Super Micro designed the new system for organizations that need the high-end performance of AMD Instinct MI355X GPUs, but require an air-cooled environment. The company's GPU solutions are designed to offer maximum performance for AI and inference at scale across cloud service providers and enterprises. Super Micro said on Wednesday that its 10U server with AMD Instinct MI355X GPUs is currently shipping. "Supermicro leads the industry with the most experience in delivering high-performance solutions in AI and HPC for our customers," said Vik Malyala, senior vice president of Technology and AI at Super Micro. "The addition of the new air-cooled AMD Instinct MI355X GPU systems expands and strengthens our portfolio of AI solutions and gives customers more choices as they build next-generation data centers." SMCI Price Action: Super Micro shares were up 3.79% in after-hours, trading at $35 at the time of publication on Wednesday, according to Benzinga Pro. Several other AI-related names are getting a lift in after hours following Nvidia's strong results. Read Next: Dan Loeb Raises Microsoft Stake 175% In Big-Tech Push, Dumps Workday And More Image: Shutterstock.com SMCISuper Micro Computer Inc$35.003.77%OverviewMarket News and Data brought to you by Benzinga APIs

Nvidia's home run results provide uplift across spectrum of AI infrastructure names

Nvidia's (NVDA) home run third-quarter results and guidance provided an uplift for an array of stocks related to artificial intelligence infrastructure. Server and storage company Supermicro (SMCI) edged up nearly 3% during early market action on Thursday. Fellow server solutions companies Nvidia's strong results and guidance provided an uplift to a wide range of AI infrastructure-related stocks, with many rising in early market trading. Key partnerships include Nvidia's collaborations with Dell for AI-capable servers, Supermicro's full-stack solution using Nvidia's technology, Cisco's expansion with Nvidia in networking, and Intel's joint data center development with Nvidia. Chipmakers, optical component suppliers, semiconductor equipment manufacturers, and cloud service providers all saw share price increases following Nvidia's positive results and guidance.

Supermicro stock higher after unveiling new AMD-powered AI server By Investing.com

Investing.com -- Super Micro Computer Inc (NASDAQ:SMCI) stock surged 6.3% in premarket trading Thursday after the company introduced a new AI-accelerated 10U air-cooled server featuring AMD Instinct MI355X GPUs. The new server system is designed for organizations requiring high-end performance while maintaining an air-cooled environment. According to Supermicro, the server delivers up to 4x generation-on-generation AI compute improvement and up to 35x leap in inferencing performance. This latest addition to Supermicro's AMD-based Instinct MI350 series GPU solutions is part of the company's Data Center Building Block architecture. The system features 288GB HBM3e per GPU, 8TB/s bandwidth, and boosts from 1000W TDP to 1400W TDP, potentially delivering double-digit performance improvements compared to the air-cooled 8U MI350X system. "Supermicro leads the industry with the most experience in delivering high-performance solutions in AI and HPC for our customers," said Vik Malyala, SVP Technology and AI at Supermicro, adding that the new system "expands and strengthens our portfolio of AI solutions and gives customers more choices as they build next-generation data centers." Travis Karr, corporate vice president of business development at AMD's Data Center GPU Business, noted that the collaboration aims to make "it easier for customers to deploy advanced AI performance within existing infrastructure." The new Supermicro 10U server with AMD Instinct MI355X GPUs is currently shipping, according to the company. Supermicro showcased these new servers at the Supercomputing Conference (SC25) in St. Louis. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.