Super Micro Computer (SMCI) Rises Further on Strong AI Demand

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11 hours ago
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Super Micro Computer (SMCI, Financial), which saw a significant increase of nearly 16% recently, continues to experience upward momentum, climbing more than 3% in pre-market trading. The company has announced a robust demand linked to large-scale AI factory construction projects.

Super Micro Computer disclosed that it is delivering over 100,000 graphics processing units (GPUs) equipped with Direct Liquid Cooling (DLC) technology every quarter. This innovation is set to enhance efficiency and energy savings for AI developers, as confirmed by the company. As a key partner of Nvidia, Super Micro Computer's new liquid cooling solutions are making significant strides in supporting AI manufacturing facilities.

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I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.