AI’s Next Winners Aren’t Just Tech. Walmart, JPMorgan Chase, and Other Stocks to Watch.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 26 2024
0mins
Source: MarketWatch
- AI Investments: Investors are focusing on companies involved in AI hardware and software, leading to high stock returns.
- Expansion Beyond Tech Companies: Non-tech companies are now utilizing AI tools to enhance efficiency and productivity.
- Increased Mentions of AI: The term "AI" is being mentioned more frequently on U.S. large- and mid-cap company earnings calls this year.
- Growing Interest in AI: AI is becoming a significant topic beyond traditional tech giants like Nvidia and Microsoft.
- Businesses Embracing AI: Various industries are adopting AI technologies to drive innovation and improve operations.
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Analyst Views on SMCI
Wall Street analysts forecast SMCI stock price to rise
12 Analyst Rating
5 Buy
5 Hold
2 Sell
Hold
Current: 41.300
Low
34.00
Averages
46.82
High
63.00
Current: 41.300
Low
34.00
Averages
46.82
High
63.00
About SMCI
Super Micro Computer, Inc. is an application-optimized Total IT solutions provider including server, artificial intelligence (AI) systems, storage, Internet of Things (IoT) devices, switches, software, and support services. Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, and server management. Its products are designed and manufactured in-house (in the United States, Taiwan, and the Netherlands). The Company's portfolio of Server Building Block Solutions allows customers to optimize for their exact workload and application by selecting from a broad family of systems built from the Company's flexible and reusable building blocks that support a comprehensive set of form factors, processors, memory, GPUs, storage, networking, power, and cooling solutions (air-conditioned, free air cooling or liquid cooling).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Supermicro Unveils Gigawatt-Scale AI Data Center Solutions
- Gigawatt Solution Launch: Supermicro introduces DCBBS Blueprints based on NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms, supporting AI data center deployments from 5MW to 1GW, significantly enhancing customer efficiency and flexibility in large-scale liquid-cooled AI factory construction.
- Lifecycle Management: A dedicated Supermicro team manages the complete deployment lifecycle from site surveys to project design, integration, and ongoing support, ensuring customers can rapidly transition from design to full operation, thus shortening time-to-online.
- Advanced Cooling Technology: The DCBBS Blueprints utilize DLC-2 direct liquid cooling technology, featuring cooling distribution units of up to 1.8MW, optimizing the ratio of power and cooling capacity to ensure peak performance in high-density environments while addressing bottlenecks like network oversubscription and thermal throttling.
- Single Vendor Accountability: By integrating multiple components such as compute, storage, networking, and cooling, Supermicro's DCBBS Blueprints reduce coordination risks among suppliers, ensuring smooth deployments and enhancing overall customer satisfaction.
See More
Supermicro Launches AI Data Center Solutions
- Solution Innovation: Supermicro introduces DCBBS Blueprints based on NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms, enabling AI data center deployments from 5MW to 1GW, significantly enhancing customer efficiency and flexibility in large-scale liquid-cooled AI factory construction.
- Performance Enhancement: The new platform's 1,152-GPU scalable unit features 331TB of HBM4 GPU memory, doubling memory bandwidth and GPU-to-GPU NVLink bandwidth, capable of supporting frontier AI model training and inference with trillions of parameters, driving rapid advancements in AI technology.
- Single Vendor Accountability: DCBBS Blueprints ensure customers reduce complexity in supplier relationships during AI infrastructure buildouts, thereby lowering scheduling risks and accountability gaps, enhancing deployment speed and reliability to ensure timely project delivery.
- Market Showcase: Supermicro will demonstrate the NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms at Computex in Taipei from June 2-6, 2026, further promoting collaboration and technical exchange with customers, with deployments expected to commence in the second half of the year.
See More
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- Wide Customer Base: Global AI labs including Anthropic, OpenAI, and SpaceXAI, along with hyperscalers like ByteDance, CoreWeave, and Oracle Cloud Infrastructure, are planning to adopt Vera CPUs to optimize their AI factories.
- Strong Market Demand: The launch of the Vera CPU addresses the growing need for high-performance, energy-efficient computing, which is anticipated to drive NVIDIA's further expansion in the AI infrastructure market, particularly in finance and cloud computing sectors.
- Ecosystem Support: Vera CPUs will be offered by leading manufacturers including Dell, HPE, and Lenovo, and are expected to become the standard CPU option beyond x86, further driving innovation in AI and data processing.
See More
Supermicro Launches Next-Gen Server Platforms
- New Platform Launch: Supermicro has unveiled 12 new server platforms optimized for Intel's Xeon 6+ processors, supporting up to 288 efficiency cores per socket, significantly enhancing performance for cloud computing and virtualization.
- Performance Gains: The new platforms can feature up to 576 E-cores, improving performance-per-watt, which helps customers reduce deployment time while lowering total cost of ownership and energy consumption in large-scale cloud and enterprise data centers.
- Technical Collaboration: By closely collaborating with Intel, Supermicro has optimized its Data Center Building Block Solutions (DCBBS), achieving breakthroughs in core density and efficiency to meet the demands of throughput-intensive workloads.
- Exhibition Showcase: Supermicro will showcase its comprehensive AI infrastructure solutions at the Taipei Nangang Exhibition Center, further solidifying its market leadership in enterprise, cloud, and 5G edge IT infrastructure.
See More
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- Core Density Enhancement: Supermicro's launch of 12 new server platforms supports up to 576 efficiency cores per server, significantly enhancing core density to meet the demands of high-density cloud and enterprise environments, thereby strengthening its market competitiveness.
- Energy Efficiency Optimization: The new systems achieve breakthrough performance-per-watt, offering up to a 17% increase in instructions per clock (IPC), which helps customers lower total cost of ownership (TCO) and energy consumption, aligning with green computing trends.
- Diverse Product Range: The new platforms include the Hyper, SuperBlade, FlexTwin, and GrandTwin series, providing flexible configurations and efficient infrastructure tailored to various workloads, addressing needs in cloud-native, virtualization, and 5G analytics.
- Strategic Market Positioning: By closely collaborating with Intel to optimize its Data Center Building Block Solutions (DCBBS), Supermicro not only accelerates time-to-market but also enhances deployment efficiency for customers in large-scale data centers, further solidifying its leadership in AI and 5G sectors.
See More
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- Event Schedule: COMPUTEX 2026 is set to take place from June 2 to June 5 at the Taipei Nangang Exhibition Center, where global tech giants will unveil the latest innovations in artificial intelligence and computing, likely drawing significant industry attention.
- Nvidia Keynote: Nvidia CEO Jensen Huang is scheduled to deliver a keynote at the GTC Taipei event on June 1, where he is expected to announce an accelerated release schedule for new data center GPU architectures, which could positively impact the company's stock price.
- Product Launch Highlights: At COMPUTEX 2024, Nvidia announced the annual launch of its Spectrum-X Ethernet networking platform, marking its technological leadership in AI, which is expected to drive increased market demand for its products.
- Industry Participants: In addition to Nvidia, major companies like Intel, Microsoft, and Google will also participate in the event, further enhancing COMPUTEX's industry influence and potentially creating new collaboration opportunities for exhibitors.
See More
Supermicro Unveils Gigawatt-Scale AI Data Center Solutions
- Gigawatt Solution Launch: Supermicro introduces DCBBS Blueprints based on NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms, supporting AI data center deployments from 5MW to 1GW, significantly enhancing customer efficiency and flexibility in large-scale liquid-cooled AI factory construction.
- Lifecycle Management: A dedicated Supermicro team manages the complete deployment lifecycle from site surveys to project design, integration, and ongoing support, ensuring customers can rapidly transition from design to full operation, thus shortening time-to-online.
- Advanced Cooling Technology: The DCBBS Blueprints utilize DLC-2 direct liquid cooling technology, featuring cooling distribution units of up to 1.8MW, optimizing the ratio of power and cooling capacity to ensure peak performance in high-density environments while addressing bottlenecks like network oversubscription and thermal throttling.
- Single Vendor Accountability: By integrating multiple components such as compute, storage, networking, and cooling, Supermicro's DCBBS Blueprints reduce coordination risks among suppliers, ensuring smooth deployments and enhancing overall customer satisfaction.
See More
Supermicro Launches AI Data Center Solutions
- Solution Innovation: Supermicro introduces DCBBS Blueprints based on NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms, enabling AI data center deployments from 5MW to 1GW, significantly enhancing customer efficiency and flexibility in large-scale liquid-cooled AI factory construction.
- Performance Enhancement: The new platform's 1,152-GPU scalable unit features 331TB of HBM4 GPU memory, doubling memory bandwidth and GPU-to-GPU NVLink bandwidth, capable of supporting frontier AI model training and inference with trillions of parameters, driving rapid advancements in AI technology.
- Single Vendor Accountability: DCBBS Blueprints ensure customers reduce complexity in supplier relationships during AI infrastructure buildouts, thereby lowering scheduling risks and accountability gaps, enhancing deployment speed and reliability to ensure timely project delivery.
- Market Showcase: Supermicro will demonstrate the NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 platforms at Computex in Taipei from June 2-6, 2026, further promoting collaboration and technical exchange with customers, with deployments expected to commence in the second half of the year.
See More
NVIDIA Launches Vera CPU, 1.8x Performance Boost Over x86
- Significant Performance Boost: The NVIDIA Vera CPU enables task completion speeds 1.8x faster than x86 processors, specifically designed for diverse workloads such as agentic AI, reinforcement learning, and data processing, which is expected to significantly enhance data center revenue.
- Wide Customer Base: Global AI labs including Anthropic, OpenAI, and SpaceXAI, along with hyperscalers like ByteDance, CoreWeave, and Oracle Cloud Infrastructure, are planning to adopt Vera CPUs to optimize their AI factories.
- Strong Market Demand: The launch of the Vera CPU addresses the growing need for high-performance, energy-efficient computing, which is anticipated to drive NVIDIA's further expansion in the AI infrastructure market, particularly in finance and cloud computing sectors.
- Ecosystem Support: Vera CPUs will be offered by leading manufacturers including Dell, HPE, and Lenovo, and are expected to become the standard CPU option beyond x86, further driving innovation in AI and data processing.
See More
Supermicro Launches Next-Gen Server Platforms
- New Platform Launch: Supermicro has unveiled 12 new server platforms optimized for Intel's Xeon 6+ processors, supporting up to 288 efficiency cores per socket, significantly enhancing performance for cloud computing and virtualization.
- Performance Gains: The new platforms can feature up to 576 E-cores, improving performance-per-watt, which helps customers reduce deployment time while lowering total cost of ownership and energy consumption in large-scale cloud and enterprise data centers.
- Technical Collaboration: By closely collaborating with Intel, Supermicro has optimized its Data Center Building Block Solutions (DCBBS), achieving breakthroughs in core density and efficiency to meet the demands of throughput-intensive workloads.
- Exhibition Showcase: Supermicro will showcase its comprehensive AI infrastructure solutions at the Taipei Nangang Exhibition Center, further solidifying its market leadership in enterprise, cloud, and 5G edge IT infrastructure.
See More
Supermicro Launches 12 New Server Platforms Optimized for Intel Xeon 6+
- Core Density Enhancement: Supermicro's launch of 12 new server platforms supports up to 576 efficiency cores per server, significantly enhancing core density to meet the demands of high-density cloud and enterprise environments, thereby strengthening its market competitiveness.
- Energy Efficiency Optimization: The new systems achieve breakthrough performance-per-watt, offering up to a 17% increase in instructions per clock (IPC), which helps customers lower total cost of ownership (TCO) and energy consumption, aligning with green computing trends.
- Diverse Product Range: The new platforms include the Hyper, SuperBlade, FlexTwin, and GrandTwin series, providing flexible configurations and efficient infrastructure tailored to various workloads, addressing needs in cloud-native, virtualization, and 5G analytics.
- Strategic Market Positioning: By closely collaborating with Intel to optimize its Data Center Building Block Solutions (DCBBS), Supermicro not only accelerates time-to-market but also enhances deployment efficiency for customers in large-scale data centers, further solidifying its leadership in AI and 5G sectors.
See More
COMPUTEX 2026 Set to Showcase AI Innovations
- Event Schedule: COMPUTEX 2026 is set to take place from June 2 to June 5 at the Taipei Nangang Exhibition Center, where global tech giants will unveil the latest innovations in artificial intelligence and computing, likely drawing significant industry attention.
- Nvidia Keynote: Nvidia CEO Jensen Huang is scheduled to deliver a keynote at the GTC Taipei event on June 1, where he is expected to announce an accelerated release schedule for new data center GPU architectures, which could positively impact the company's stock price.
- Product Launch Highlights: At COMPUTEX 2024, Nvidia announced the annual launch of its Spectrum-X Ethernet networking platform, marking its technological leadership in AI, which is expected to drive increased market demand for its products.
- Industry Participants: In addition to Nvidia, major companies like Intel, Microsoft, and Google will also participate in the event, further enhancing COMPUTEX's industry influence and potentially creating new collaboration opportunities for exhibitors.
See More
