Super Micro Computer, Inc. (SMCI) - About to Breakout
- Creatore Discussione antonioac
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Ecco la 66° Edizione del settimanale "Le opportunità di Borsa" dedicato ai consulenti finanziari ed esperti di borsa.
I principali indici azionari hanno vissuto una settimana turbolenta, caratterizzata dalla riunione della Fed, dai dati macro importanti e dagli utili societari di alcune big tech Usa. Mercoledì scorso la Fed ha confermato i tassi di interesse e ha sostanzialmente escluso un aumento. Tuttavia, Powell e colleghi potrebbero lasciare il costo del denaro su livelli restrittivi in mancanza di progressi sul fronte dei prezzi. Inoltre, i dati di oggi sul mercato del lavoro Usa hanno mostrato dei segnali di raffreddamento. Per continuare a leggere visita il link
mauritz
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da san jose:
For training massive foundational AI models, Supermicro is prepared to be the first-to-market to release NVIDIA HGX B200 8-GPU and HGX B100 8-GPU systems. These systems feature 8 NVIDIA Blackwell GPUs connected via a high-speed fifth-generation NVIDIA® NVLink® interconnect at 1.8TB/s, doubling the previous generation performance, with 1.5TB total high-bandwidth memory and will deliver 3X faster training results for LLMs, such as the GPT-MoE-1.8T model, compared to the NVIDIA Hopper architecture generation. These systems feature advanced networking to scale to clusters, supporting both NVIDIA Quantum-2 InfiniBand and NVIDIA Spectrum-X Ethernet options with a 1:1 GPU-to-NIC ratio.
"Supermicro continues to bring to market an amazing range of accelerated computing platform servers that are tuned for AI training and inference that can address any need in the market today, said Kaustubh Sanghani, vice president of GPU product management at NVIDIA. "We work closely with Supermicro to bring the most optimized solutions to customers."
For training massive foundational AI models, Supermicro is prepared to be the first-to-market to release NVIDIA HGX B200 8-GPU and HGX B100 8-GPU systems. These systems feature 8 NVIDIA Blackwell GPUs connected via a high-speed fifth-generation NVIDIA® NVLink® interconnect at 1.8TB/s, doubling the previous generation performance, with 1.5TB total high-bandwidth memory and will deliver 3X faster training results for LLMs, such as the GPT-MoE-1.8T model, compared to the NVIDIA Hopper architecture generation. These systems feature advanced networking to scale to clusters, supporting both NVIDIA Quantum-2 InfiniBand and NVIDIA Spectrum-X Ethernet options with a 1:1 GPU-to-NIC ratio.
"Supermicro continues to bring to market an amazing range of accelerated computing platform servers that are tuned for AI training and inference that can address any need in the market today, said Kaustubh Sanghani, vice president of GPU product management at NVIDIA. "We work closely with Supermicro to bring the most optimized solutions to customers."
mauritz
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c'è una reazione per una ulteriore offerta di 2 milioni di azioni
ma in seguito a quella precedente erano sopravvenuti nuovi massimi, no panic.
SAN JOSE, Calif.--(BUSINESS WIRE)-- Super Micro Computer, Inc. (“Supermicro” or the “Company”) (Nasdaq: SMCI) today announced the launch of a proposed underwritten registered public offering of 2,000,000 shares of its common stock. In addition, Supermicro expects to grant the underwriter a 30-day option to purchase up to an additional 300,000 shares of its common stock. The proposed offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.
Goldman Sachs & Co. LLC is acting as sole underwriter and sole book-running manager for the proposed offering.
ma in seguito a quella precedente erano sopravvenuti nuovi massimi, no panic.
SAN JOSE, Calif.--(BUSINESS WIRE)-- Super Micro Computer, Inc. (“Supermicro” or the “Company”) (Nasdaq: SMCI) today announced the launch of a proposed underwritten registered public offering of 2,000,000 shares of its common stock. In addition, Supermicro expects to grant the underwriter a 30-day option to purchase up to an additional 300,000 shares of its common stock. The proposed offering is subject to market and other conditions, and there can be no assurance as to whether or when the offering may be completed, or as to the actual size or terms of the offering.
Goldman Sachs & Co. LLC is acting as sole underwriter and sole book-running manager for the proposed offering.
mauritz
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Super Micro Computer's (SMCI.O) stock up 9.5% at $1,065, rising for 3rd straight session on Mon, as JP Morgan initiates coverage at "overweight"
Brokerage sets PT at $1,150, implying 18% upside to stock's close on Friday.
JP Morgan says SMCI's recent dominance to continue as co disrupts traditional server market with its AI-capable server stacks, according to report by Business Insider
** Also, Northland Capital Markets, which rates SMCI "outperform", boosts its PT from $925 to $1,300
** "Data points give us confidence SMCI is the branded server market share leader & on path to our terminal period 16% market share," Northland writes in note
Brokerage sets PT at $1,150, implying 18% upside to stock's close on Friday.
JP Morgan says SMCI's recent dominance to continue as co disrupts traditional server market with its AI-capable server stacks, according to report by Business Insider
** Also, Northland Capital Markets, which rates SMCI "outperform", boosts its PT from $925 to $1,300
** "Data points give us confidence SMCI is the branded server market share leader & on path to our terminal period 16% market share," Northland writes in note