Supermicro introduced a new liquid-cooled NVIDIA Vera CPU rack designed for agentic AI and reinforcement learning workloads, supporting up to 22,500 concurrent agent sandboxes per rack. This rack integrates 256 NVIDIA Vera CPUs and BlueField-4 DPUs, providing high-density CPU capacity and secure AI orchestration with NVIDIA's Open Agent Safety Platform. It complements the existing Vera Rubin NVL72 rack and uses a common infrastructure to enable scalable AI factories. The solution also offers flexible deployment options and advanced power and cooling technologies, aiming to meet the growing demands of AI data centers.
As of Oct 22, 2026 12:41 WIB, Super Micro Computer Inc (SMCI) shares are trading at USD 34.10 on Pluang, down 4.08% for the day, with a market cap of $21.33 billion. Nvidia Corp (NVDA), whose technology complements Supermicro's new AI rack solution, is priced at USD 217.83, down 1.82%, holding a market cap of $5.23 trillion. Pluang investors show a 66% buy interest in SMCI and 58% in NVDA, highlighting ongoing confidence in these tech firms despite short-term price dips.
Super Micro Computer (SMCI) received a renewed buy rating from Rosenblatt Securities after announcing a strong Q1 fiscal 2027 sales pre-guidance of $18.5-$19.5 billion, well above prior estimates. The company also raised its gross margin outlook to 1...
Super Micro Computer forecasted first-quarter revenue between $18.5 billion and $19.5 billion, significantly above its previous guidance of $14.5 billion to $15.5 billion, driven by strong demand for AI infrastructure. The company also expects improv...
Netflix reported its slowest revenue growth in three years, causing its shares to drop as analysts reacted with mixed opinions. Some, like Needham, downgraded Netflix due to rising competition and margin pressure, while others such as Deutsche Bank a...
Super Micro Computer reported preliminary revenue of at least $18.5 billion for Q1 FY2027, surpassing its own forecast due to strong AI server demand. This caused its shares to surge 12%, outperforming Dell and Hewlett Packard Enterprise, which also ...
Super Micro Computer reported fiscal Q1 revenue guidance of $18.5-$19.5 billion, significantly above its prior forecast of $14.5-$15.5 billion, driven by strong AI platform demand. This new midpoint exceeds previous estimates by about 27%, surprising...
