Super Micro (SMCI) Stock Rises 3% on Nvidia AI Factory Partnership
Super Micro Computer's stock climbed 3% following the unveiling of new AI factory systems powered by Nvidia's Blackwell GPUs and networking technology. The turnkey solutions, ranging from 4 nodes with 32 GPUs to 32 nodes with 256 GPUs, are designed for immediate deployment, integrating Supermicro servers with Nvidia's software stack and Spectrum-X Ethernet networking.
The collaboration aims to democratize AI infrastructure, enabling businesses to train and run models without custom-built systems. CEO Charles Liang emphasized the goal of extending AI capabilities beyond large tech firms. This announcement aligns with broader industry trends, as Dell and Arm also expanded partnerships with Nvidia this week.
Wall Street maintains a Hold rating on SMCI, with an average price target of $46.82—34% upside potential. The MOVE reflects growing demand for plug-and-play AI solutions in enterprise environments.
