Super Micro’s Record Q2 Cements Growing Role In AI Infrastructure

Super Micro Computer (NasdaqGS:SMCI) reported record fiscal Q2 results, driven by strong global demand for AI optimized server and storage systems. The company raised its full year revenue guidance, ...
Seeking Alpha

Super Micro Computer Sees Modular Infrastructure As The Solution For Its Margin Decline

I'm upgrading Super Micro Computer to a "Buy" with a $74.89 price target, driven by the launch of its Data Center Building Block Solutions (DCBBS). DCBBS is expected to boost margins and diversify ...
Seeking Alpha

Super Micro Computer: A Structural Play On The Demand Surge For AI Infrastructure

SMCI dominates AI infrastructure with cutting-edge tech (Blackwell GPUs, liquid cooling) and rapid deployment solutions, capturing surging demand as AI spending skyrockets. The company's revenue ...

Super Micro Computer’s AI Surge Raises Questions On Value And Durability

Super Micro Computer reported record quarterly results, supported by strong demand for AI focused server and storage platforms. The company cited rapidly rising AI infrastructure needs and large ...
Computer Weekly

EXA Infrastructure, Ultranet build fibre route across key Italian cities

Hot on the heels of signing a binding agreement to acquire specialist operator of transatlantic and intra-European subsea infrastructure Aqua Comms, digital infrastructure provider EXA Infrastructure ...
Computer Weekly

Kubernetes infrastructure now saved from 'minor repair bulldozer'

The Kubernetes community has released the latest version of Cluster API at version number 1.12 and it is described as a “significant update” for developers. A Kubernetes “sub-project” focused on ...