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Supermicro Stock Surges on AI Data Center Demand and Microsoft Partnership
Supermicro Stock Surges on AI Data Center Demand and Microsoft Partnership
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BTCCSquare news:
Supermicro (SMCI) shares rallied 10.4% this week as the AI server manufacturer capitalizes on booming data center investments. Microsoft's record $30 billion quarterly capital expenditure plan—driven by cloud and GPU server demand—signals sustained growth for infrastructure providers.
The company's exclusive partnership announcement further solidified its position as a key beneficiary of the AI compute arms race. "Cloud and AI is the driving force of business transformation," Microsoft CEO Satya Nadella noted during the earnings call, highlighting the sector-wide momentum propelling Supermicro's valuation.
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