Super Micro and VAST Launch AI Platform Collaboration
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy SMCI?
Source: stocktwits
- CNode-X Solution Launch: Super Micro and VAST unveiled the CNode-X solution at the VAST Forward conference in Salt Lake City, integrating Super Micro's GPU and storage servers with VAST's InsightEngine and DataBase operating systems, aimed at accelerating enterprise AI factory deployment and enhancing market competitiveness.
- Stock Price Surge: Following the announcement of the new enterprise AI data platform, Super Micro's shares rose over 8% on Wednesday, indicating a positive market reaction to its collaboration with VAST, which may attract more investor interest.
- AI Platform Upgrade: The new platform follows Nvidia's AI Data Platform reference architecture, incorporating GPU acceleration to enhance data vectorization, vector database searching, and inference workloads, expected to provide a robust storage foundation for large AI deployments.
- Optimistic Market Sentiment: On Stocktwits, retail sentiment around SMCI shares remained in the 'bullish' territory despite low message volumes, with investors expressing optimism about Nvidia's strong earnings expectations, predicting the stock could surge above $40.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy SMCI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on SMCI
Wall Street analysts forecast SMCI stock price to rise
12 Analyst Rating
5 Buy
5 Hold
2 Sell
Hold
Current: 31.130
Low
34.00
Averages
46.82
High
63.00
Current: 31.130
Low
34.00
Averages
46.82
High
63.00
About SMCI
Super Micro Computer, Inc. provides application-optimized Total IT solutions. It delivers rack-scale solutions optimized for various workloads, including artificial intelligence and high-performance computing, where acceleration is critical. It produces a portfolio of server and storage solutions for enterprise data centers, cloud service providers and edge computing (5G Telco, Retail and embedded). Total IT Solutions include complete servers, storage systems, modular blade servers, workstations, full-rack scale solutions, networking devices, server sub-systems, server management and security software. It provides global support and services to help its customers install, upgrade and maintain their computing infrastructure, including liquid-cooling operations. It offers platforms in rackmount, blade, multi-node and embedded form factors, which support single, dual and multiprocessor architectures. Its key product lines include SuperBlade and MicroBlade, SuperStorage, Twin and others.
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 and VAST Launch CNode-X AI Data Platform Solution
- Integrated AI Platform: Supermicro and VAST Data have launched the CNode-X solution, which combines high-performance computing, scalable data infrastructure, and intelligent software into a rapidly deployable AI data platform, significantly enhancing the efficiency of enterprise AI application deployment.
- Validated Hardware Platforms: The solution is built on the Supermicro CloudDC AS-1116CS-TN and SYS-212GB-FNR 2U multi-GPU compute servers, supporting two NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs, ensuring efficient data processing capabilities to meet enterprise AI computing demands.
- Integrated Software Stack: The integration of the VAST AI Operating System with NVIDIA's software libraries delivers pre-configured AI workflows that support real-time agents and enterprise generative AI, enabling businesses to quickly implement AI applications and enhance market competitiveness.
- Rapid Deployment Services: Supermicro's rack integration services expedite the installation and testing of complex AI factories, ensuring efficient execution of system architecture planning, on-site deployment, and network cabling, thereby reducing operational risks and time costs for enterprises.
See More
Super Micro and VAST Launch AI Platform Collaboration
- CNode-X Solution Launch: Super Micro and VAST unveiled the CNode-X solution at the VAST Forward conference in Salt Lake City, integrating Super Micro's GPU and storage servers with VAST's InsightEngine and DataBase operating systems, aimed at accelerating enterprise AI factory deployment and enhancing market competitiveness.
- Stock Price Surge: Following the announcement of the new enterprise AI data platform, Super Micro's shares rose over 8% on Wednesday, indicating a positive market reaction to its collaboration with VAST, which may attract more investor interest.
- AI Platform Upgrade: The new platform follows Nvidia's AI Data Platform reference architecture, incorporating GPU acceleration to enhance data vectorization, vector database searching, and inference workloads, expected to provide a robust storage foundation for large AI deployments.
- Optimistic Market Sentiment: On Stocktwits, retail sentiment around SMCI shares remained in the 'bullish' territory despite low message volumes, with investors expressing optimism about Nvidia's strong earnings expectations, predicting the stock could surge above $40.
See More
Market Rebounds as Salesforce and Amazon Draw Attention
- Software Stocks Rebound: Following Monday's market panic, Workday rebounded over 2% after a 9% premarket decline, indicating that the software selloff may have been overdone, leading to a more optimistic outlook among investors.
- Salesforce Recovery: Salesforce shares rose 3% on Wednesday after a 4% increase on Tuesday, breaking a prior three-day losing streak, with the market eagerly awaiting its upcoming earnings report for further insights into the software sector.
- Amazon AWS Expansion Plan: Bank of America analysts reiterated their buy rating on Amazon, forecasting that AWS capacity will increase from 15 gigawatts to over 31 gigawatts by 2027, with projected revenues of $164 billion this year and $209 billion in 2027, both exceeding market expectations.
- Boeing Faces Challenges: While banks and credit card stocks rebounded after Trump did not mention a credit card interest rate cap, aerospace and defense stocks like Boeing fell due to missing out on a potential order for 120 jets from China, leaving the market with lingering expectations for future orders.
See More
Nvidia Earnings Outlook Remains Strong Amid Market Challenges
- High Market Expectations: Nvidia is set to report its earnings after Wednesday's close amid market volatility, with analysts expecting adjusted earnings of $1.53 per share and revenue of $66.2 billion, driven by strong AI compute demand and capital expenditures.
- Optimistic Analyst Ratings: Among 66 analysts, 23 maintain a strong buy rating and 38 a buy rating, with JPMorgan's year-end price target of $250 suggesting a 29.6% upside, reflecting confidence in Nvidia's future performance.
- Strong Product Demand: Analysts from Morgan Stanley and TD Cowen highlight accelerating demand for Vera Rubin, with expectations that Nvidia may exceed management's previous guidance of $500 billion in orders by the end of 2026, further boosting company performance.
- Innovation-Driven Growth: CEO Jensen Huang will present at the upcoming TMT conference and GTC developer event, where he is expected to discuss the progress of Vera Rubin, potentially unlocking new growth opportunities and solidifying Nvidia's leadership in the AI sector.
See More
Supermicro and VAST Launch CNode-X AI Data Platform
- AI Data Platform Launch: Supermicro and VAST Data have jointly launched the CNode-X solution, integrating high-performance AI systems with the VAST AI Operating System, aimed at accelerating enterprise AI factory deployment and enhancing competitiveness in applications like generative AI and video analytics.
- Technological Integration Advantage: This solution combines Supermicro's GPU and storage servers, NVIDIA open models, and microservices to form a complete AI infrastructure stack, enabling enterprises to rapidly deploy comprehensive AI solutions, thereby improving operational efficiency and market responsiveness.
- EBox Solution Upgrade: Supermicro's EBox solution, widely adopted since its 2024 launch, has been updated to the latest AMD EPYC™ 9005 CPUs, further enhancing space, power, and cost efficiency to meet the needs of large storage customers.
- Industry Impact: The CNode-X solution follows the NVIDIA AI Data Platform reference architecture, accelerating data vectorization and inference workloads through GPU acceleration, which is expected to boost enterprise confidence in scaling AI workloads and contribute to overall technological advancement in the industry.
See More
Nvidia's Strong Expectations for Q4 Earnings Report
- Earnings Expectations: Nvidia is expected to report an adjusted EPS of $1.53 and revenue of $66.2 billion for Q4, reflecting a 68% growth from $39.3 billion a year ago, marking the 11th consecutive quarter of over 55% revenue growth.
- Data Center Growth: The data center segment is projected to generate $60.7 billion in revenue, growing at 70%, underscoring Nvidia's dominance in the AI chip market, particularly among major tech firms and high-value AI startups.
- Memory Price Concerns: With soaring demand leading to a global memory shortage, Nvidia's gross margin is expected to rise from 73.5% in Q3 to 75%, and investors will closely monitor the company's ability to pass these costs onto customers.
- Capital Expenditure Trends: Analysts anticipate that the combined capital expenditures of the four major hyperscalers could approach $700 billion, positioning Nvidia as a key beneficiary of this trend in AI infrastructure investment.
See More
Supermicro and VAST Launch CNode-X AI Data Platform Solution
- Integrated AI Platform: Supermicro and VAST Data have launched the CNode-X solution, which combines high-performance computing, scalable data infrastructure, and intelligent software into a rapidly deployable AI data platform, significantly enhancing the efficiency of enterprise AI application deployment.
- Validated Hardware Platforms: The solution is built on the Supermicro CloudDC AS-1116CS-TN and SYS-212GB-FNR 2U multi-GPU compute servers, supporting two NVIDIA RTX PRO™ 6000 Blackwell Server Edition GPUs, ensuring efficient data processing capabilities to meet enterprise AI computing demands.
- Integrated Software Stack: The integration of the VAST AI Operating System with NVIDIA's software libraries delivers pre-configured AI workflows that support real-time agents and enterprise generative AI, enabling businesses to quickly implement AI applications and enhance market competitiveness.
- Rapid Deployment Services: Supermicro's rack integration services expedite the installation and testing of complex AI factories, ensuring efficient execution of system architecture planning, on-site deployment, and network cabling, thereby reducing operational risks and time costs for enterprises.
See More
Super Micro and VAST Launch AI Platform Collaboration
- CNode-X Solution Launch: Super Micro and VAST unveiled the CNode-X solution at the VAST Forward conference in Salt Lake City, integrating Super Micro's GPU and storage servers with VAST's InsightEngine and DataBase operating systems, aimed at accelerating enterprise AI factory deployment and enhancing market competitiveness.
- Stock Price Surge: Following the announcement of the new enterprise AI data platform, Super Micro's shares rose over 8% on Wednesday, indicating a positive market reaction to its collaboration with VAST, which may attract more investor interest.
- AI Platform Upgrade: The new platform follows Nvidia's AI Data Platform reference architecture, incorporating GPU acceleration to enhance data vectorization, vector database searching, and inference workloads, expected to provide a robust storage foundation for large AI deployments.
- Optimistic Market Sentiment: On Stocktwits, retail sentiment around SMCI shares remained in the 'bullish' territory despite low message volumes, with investors expressing optimism about Nvidia's strong earnings expectations, predicting the stock could surge above $40.
See More
Market Rebounds as Salesforce and Amazon Draw Attention
- Software Stocks Rebound: Following Monday's market panic, Workday rebounded over 2% after a 9% premarket decline, indicating that the software selloff may have been overdone, leading to a more optimistic outlook among investors.
- Salesforce Recovery: Salesforce shares rose 3% on Wednesday after a 4% increase on Tuesday, breaking a prior three-day losing streak, with the market eagerly awaiting its upcoming earnings report for further insights into the software sector.
- Amazon AWS Expansion Plan: Bank of America analysts reiterated their buy rating on Amazon, forecasting that AWS capacity will increase from 15 gigawatts to over 31 gigawatts by 2027, with projected revenues of $164 billion this year and $209 billion in 2027, both exceeding market expectations.
- Boeing Faces Challenges: While banks and credit card stocks rebounded after Trump did not mention a credit card interest rate cap, aerospace and defense stocks like Boeing fell due to missing out on a potential order for 120 jets from China, leaving the market with lingering expectations for future orders.
See More
Nvidia Earnings Outlook Remains Strong Amid Market Challenges
- High Market Expectations: Nvidia is set to report its earnings after Wednesday's close amid market volatility, with analysts expecting adjusted earnings of $1.53 per share and revenue of $66.2 billion, driven by strong AI compute demand and capital expenditures.
- Optimistic Analyst Ratings: Among 66 analysts, 23 maintain a strong buy rating and 38 a buy rating, with JPMorgan's year-end price target of $250 suggesting a 29.6% upside, reflecting confidence in Nvidia's future performance.
- Strong Product Demand: Analysts from Morgan Stanley and TD Cowen highlight accelerating demand for Vera Rubin, with expectations that Nvidia may exceed management's previous guidance of $500 billion in orders by the end of 2026, further boosting company performance.
- Innovation-Driven Growth: CEO Jensen Huang will present at the upcoming TMT conference and GTC developer event, where he is expected to discuss the progress of Vera Rubin, potentially unlocking new growth opportunities and solidifying Nvidia's leadership in the AI sector.
See More
Supermicro and VAST Launch CNode-X AI Data Platform
- AI Data Platform Launch: Supermicro and VAST Data have jointly launched the CNode-X solution, integrating high-performance AI systems with the VAST AI Operating System, aimed at accelerating enterprise AI factory deployment and enhancing competitiveness in applications like generative AI and video analytics.
- Technological Integration Advantage: This solution combines Supermicro's GPU and storage servers, NVIDIA open models, and microservices to form a complete AI infrastructure stack, enabling enterprises to rapidly deploy comprehensive AI solutions, thereby improving operational efficiency and market responsiveness.
- EBox Solution Upgrade: Supermicro's EBox solution, widely adopted since its 2024 launch, has been updated to the latest AMD EPYC™ 9005 CPUs, further enhancing space, power, and cost efficiency to meet the needs of large storage customers.
- Industry Impact: The CNode-X solution follows the NVIDIA AI Data Platform reference architecture, accelerating data vectorization and inference workloads through GPU acceleration, which is expected to boost enterprise confidence in scaling AI workloads and contribute to overall technological advancement in the industry.
See More
Nvidia's Strong Expectations for Q4 Earnings Report
- Earnings Expectations: Nvidia is expected to report an adjusted EPS of $1.53 and revenue of $66.2 billion for Q4, reflecting a 68% growth from $39.3 billion a year ago, marking the 11th consecutive quarter of over 55% revenue growth.
- Data Center Growth: The data center segment is projected to generate $60.7 billion in revenue, growing at 70%, underscoring Nvidia's dominance in the AI chip market, particularly among major tech firms and high-value AI startups.
- Memory Price Concerns: With soaring demand leading to a global memory shortage, Nvidia's gross margin is expected to rise from 73.5% in Q3 to 75%, and investors will closely monitor the company's ability to pass these costs onto customers.
- Capital Expenditure Trends: Analysts anticipate that the combined capital expenditures of the four major hyperscalers could approach $700 billion, positioning Nvidia as a key beneficiary of this trend in AI infrastructure investment.
See More
