Super Micro Surges on Nvidia Blackwell AI Chip Shipments
Super Micro Computer Inc. shares jumped more than 5% after announcing volume shipments of Nvidia's next-generation Blackwell Ultra AI chips. The San Jose-based hardware manufacturer is delivering HGX B300 systems and GB300 NVL72 racks globally, designed for large-scale AI training and real-time inference workloads.
The turnkey solutions integrate Nvidia's full AI stack—including AI Enterprise software and liquid-cooled infrastructure—enabling immediate deployment. Market response reflects growing institutional demand for ready-to-deploy AI infrastructure, with SMCI shares up 49% year-to-date.