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Stock impact report

SMCI's Rack-Scale AI Strategy: Is it the Next Growth Engine? [Yahoo! Finance]

Super Micro Computer, Inc. (SMCI) 
Last super micro computer, inc. earnings: 8/3 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.supermicro.com/investor-relations
Company Research Source: Yahoo! Finance
to scale up its rack capacity to 6,000 racks per month, including 3,000 direct liquid cooling racks within fiscal 2026 as the demand for these products rises to support AI and HPC workloads. SMCI offers its rack-scale compute architecture for large-scale AI training, enterprise AI inference and training, visualization and design, content delivery and virtualization and AI edge. These racks come with NVIDIA HGX B200 8-GPU systems, NVIDIA GB200 Grace Blackwell SuperChip, HGX H100/H200 SXM 8-GPU or 4-GPU nodes, NVIDIA H100 NVL & H200 NVL, NVIDIA L4 GPUs and NVIDIA RTX PRO 6000 Blackwell GPUs. Furthermore, SMCI's upcoming facilities in the United States, Taiwan, Malaysia, the Netherlands, and the Middle East are explicitly designed for rack-level production, not just server assembly. For SMCI, rack-scale plug-and-play servers have become an integral part of its larger data center building block (DCBBS) strategy. However, the rack-scale deployment is affecting SMCI as the company has Show less Read more
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