Supermicro Unveils Next-Gen AMD Helios Platform at Computex
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: PRnewswire
- AI Infrastructure Innovation: In close collaboration with AMD, Supermicro introduces the Helios rack-scale platform aimed at providing efficient AI workload processing capabilities for cloud service providers and enterprises, marking a significant shift in data center architecture.
- Performance Enhancement: The Helios system, equipped with 72 AMD Instinct MI455X GPUs and 6th Gen AMD EPYC CPUs, delivers exceptional compute density for frontier model training and high-throughput inference, significantly enhancing AI performance and energy efficiency.
- Modular Scalability: The platform supports modular scalability from rack to cluster level, combining open networking and integrated virtualization to help customers accelerate time-to-market for AI services and optimize resource utilization.
- Showcase and Interactive Experience: The Helios platform will be showcased at Supermicro's booth at the Taipei Nangang Exhibition Center, allowing attendees to explore its design and capabilities through the A+ Superverse interactive demo, further driving market acceptance of AI infrastructure.
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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: 46.090
Low
34.00
Averages
46.82
High
63.00
Current: 46.090
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 Next-Gen AMD Helios Platform at Computex
- AI Infrastructure Innovation: In close collaboration with AMD, Supermicro introduces the Helios rack-scale platform aimed at providing efficient AI workload processing capabilities for cloud service providers and enterprises, marking a significant shift in data center architecture.
- Performance Enhancement: The Helios system, equipped with 72 AMD Instinct MI455X GPUs and 6th Gen AMD EPYC CPUs, delivers exceptional compute density for frontier model training and high-throughput inference, significantly enhancing AI performance and energy efficiency.
- Modular Scalability: The platform supports modular scalability from rack to cluster level, combining open networking and integrated virtualization to help customers accelerate time-to-market for AI services and optimize resource utilization.
- Showcase and Interactive Experience: The Helios platform will be showcased at Supermicro's booth at the Taipei Nangang Exhibition Center, allowing attendees to explore its design and capabilities through the A+ Superverse interactive demo, further driving market acceptance of AI infrastructure.
See More
Supermicro Unveils Next-Gen AI Solutions Featuring Arm AGI CPUs
- AI Infrastructure Innovation: Supermicro's newly launched AI solutions featuring Arm AGI CPUs are designed to meet the increasing compute demands of modern agentic AI, optimizing rack-scale infrastructure to enhance compute performance and efficiency, thereby enabling significant TCO savings for enterprises.
- Significant Performance Boost: The new platforms deliver over 2x performance per rack compared to traditional architectures, with estimates suggesting potential CAPEX savings of up to $10 billion per Gigawatt of AI data center capacity, greatly enhancing the economic viability of data centers.
- High-Density Architecture Design: The Arm AGI CPU boasts a dense 136-core microarchitecture with 6GB/s memory bandwidth per core, optimizing memory access latency and efficiently handling thousands of parallel tasks, ensuring maximum utilization of data center resources.
- Product Showcase at Exhibition: Supermicro will showcase its latest rack-scale solutions at the Taipei Nangang Exhibition Center, providing attendees with a firsthand look at these innovative designs and their applications in AI infrastructure.
See More
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- AI Infrastructure Innovation: Supermicro's newly launched Arm AGI CPU solutions are designed to meet the compute demands of modern agentic AI, optimizing performance and efficiency to help enterprises achieve higher compute density and economic benefits in data centers.
- Significant Performance Boost: The new Arm AGI CPU architecture can deliver over 2x performance per rack compared to traditional architectures, enabling enterprises to save up to $10 billion in CAPEX for AI data center capacity, greatly reducing investment costs.
- Modular Design Advantages: Supermicro's solutions combine high-density architectures with Arm Neoverse CSS V3 CPUs, supporting flexible infrastructure deployments that maximize performance-per-watt, driving AI adoption across modern data centers.
- Global Showcase Opportunity: Supermicro will display its latest rack-scale solutions at the Taipei Exhibition Center, further solidifying its leadership position in AI infrastructure and attracting global customer interest in its innovative designs and capabilities.
See More
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- Significant Revenue Growth: HPE reported a record revenue of $10.68 billion for Q2, marking a 40% year-over-year increase and surpassing analysts' expectations of $9.79 billion, demonstrating strong performance amid AI data center expansion and solidifying its market position.
- Accelerated Financial Goals: In response to surging AI demand, HPE has accelerated its long-term financial targets by two years, now projecting fiscal 2026 revenue growth of 29% to 33%, significantly higher than the previous forecast of 17% to 22%, reflecting robust market demand for its products.
- Increased Adjusted EPS: HPE raised its adjusted EPS forecast for fiscal 2026 to a range of $3.35 to $3.45, up from the earlier projection of $2.30 to $2.50, indicating enhanced profitability in the AI-driven market landscape.
- Future Growth Framework: HPE introduced a growth framework for fiscal 2027, expecting revenue growth of 8% to 12%, adjusted EPS growth of 12% to 16%, and a commitment to achieve at least $4.5 billion in free cash flow, showcasing the company's confidence in future prospects.
See More
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- Tight Supply Outlook: Mizuho anticipates that tight supply conditions in the AI ecosystem will persist through 2027, providing a tailwind for server manufacturers, particularly benefiting from robust infrastructure spending that enhances growth potential for related companies.
- Price Target Increase: Mizuho raised its price target for Super Micro from $36 to $44 while maintaining a 'Neutral' rating, reflecting confidence in strong agentic AI demand but also indicating a cautious outlook on the stock's future performance.
- New Server Solutions Launched: Super Micro introduced 12 new server platforms powered by Intel's Xeon 6+ processors, targeting high-density cloud and enterprise workloads, which enhance performance per watt and support up to 288 efficiency cores per socket, showcasing the company's ongoing commitment to technological innovation.
- Compliance Measures Enhanced: Super Micro collaborated with Taiwanese authorities to prevent the smuggling of AI servers into China, indicating a strong focus on compliance, as Nvidia CEO Jensen Huang urged the company to strengthen regulatory adherence to avoid future incidents.
See More
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- 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
Supermicro Unveils Next-Gen AMD Helios Platform at Computex
- AI Infrastructure Innovation: In close collaboration with AMD, Supermicro introduces the Helios rack-scale platform aimed at providing efficient AI workload processing capabilities for cloud service providers and enterprises, marking a significant shift in data center architecture.
- Performance Enhancement: The Helios system, equipped with 72 AMD Instinct MI455X GPUs and 6th Gen AMD EPYC CPUs, delivers exceptional compute density for frontier model training and high-throughput inference, significantly enhancing AI performance and energy efficiency.
- Modular Scalability: The platform supports modular scalability from rack to cluster level, combining open networking and integrated virtualization to help customers accelerate time-to-market for AI services and optimize resource utilization.
- Showcase and Interactive Experience: The Helios platform will be showcased at Supermicro's booth at the Taipei Nangang Exhibition Center, allowing attendees to explore its design and capabilities through the A+ Superverse interactive demo, further driving market acceptance of AI infrastructure.
See More
Supermicro Unveils Next-Gen AI Solutions Featuring Arm AGI CPUs
- AI Infrastructure Innovation: Supermicro's newly launched AI solutions featuring Arm AGI CPUs are designed to meet the increasing compute demands of modern agentic AI, optimizing rack-scale infrastructure to enhance compute performance and efficiency, thereby enabling significant TCO savings for enterprises.
- Significant Performance Boost: The new platforms deliver over 2x performance per rack compared to traditional architectures, with estimates suggesting potential CAPEX savings of up to $10 billion per Gigawatt of AI data center capacity, greatly enhancing the economic viability of data centers.
- High-Density Architecture Design: The Arm AGI CPU boasts a dense 136-core microarchitecture with 6GB/s memory bandwidth per core, optimizing memory access latency and efficiently handling thousands of parallel tasks, ensuring maximum utilization of data center resources.
- Product Showcase at Exhibition: Supermicro will showcase its latest rack-scale solutions at the Taipei Nangang Exhibition Center, providing attendees with a firsthand look at these innovative designs and their applications in AI infrastructure.
See More
Supermicro Unveils Efficient Arm AGI CPU Solutions for AI Workloads
- AI Infrastructure Innovation: Supermicro's newly launched Arm AGI CPU solutions are designed to meet the compute demands of modern agentic AI, optimizing performance and efficiency to help enterprises achieve higher compute density and economic benefits in data centers.
- Significant Performance Boost: The new Arm AGI CPU architecture can deliver over 2x performance per rack compared to traditional architectures, enabling enterprises to save up to $10 billion in CAPEX for AI data center capacity, greatly reducing investment costs.
- Modular Design Advantages: Supermicro's solutions combine high-density architectures with Arm Neoverse CSS V3 CPUs, supporting flexible infrastructure deployments that maximize performance-per-watt, driving AI adoption across modern data centers.
- Global Showcase Opportunity: Supermicro will display its latest rack-scale solutions at the Taipei Exhibition Center, further solidifying its leadership position in AI infrastructure and attracting global customer interest in its innovative designs and capabilities.
See More
Hewlett Packard Enterprise Reports Record Q2 Results, Accelerates Financial Goals
- Significant Revenue Growth: HPE reported a record revenue of $10.68 billion for Q2, marking a 40% year-over-year increase and surpassing analysts' expectations of $9.79 billion, demonstrating strong performance amid AI data center expansion and solidifying its market position.
- Accelerated Financial Goals: In response to surging AI demand, HPE has accelerated its long-term financial targets by two years, now projecting fiscal 2026 revenue growth of 29% to 33%, significantly higher than the previous forecast of 17% to 22%, reflecting robust market demand for its products.
- Increased Adjusted EPS: HPE raised its adjusted EPS forecast for fiscal 2026 to a range of $3.35 to $3.45, up from the earlier projection of $2.30 to $2.50, indicating enhanced profitability in the AI-driven market landscape.
- Future Growth Framework: HPE introduced a growth framework for fiscal 2027, expecting revenue growth of 8% to 12%, adjusted EPS growth of 12% to 16%, and a commitment to achieve at least $4.5 billion in free cash flow, showcasing the company's confidence in future prospects.
See More
Mizuho Optimistic on AI Ecosystem Supply-Demand Dynamics
- Tight Supply Outlook: Mizuho anticipates that tight supply conditions in the AI ecosystem will persist through 2027, providing a tailwind for server manufacturers, particularly benefiting from robust infrastructure spending that enhances growth potential for related companies.
- Price Target Increase: Mizuho raised its price target for Super Micro from $36 to $44 while maintaining a 'Neutral' rating, reflecting confidence in strong agentic AI demand but also indicating a cautious outlook on the stock's future performance.
- New Server Solutions Launched: Super Micro introduced 12 new server platforms powered by Intel's Xeon 6+ processors, targeting high-density cloud and enterprise workloads, which enhance performance per watt and support up to 288 efficiency cores per socket, showcasing the company's ongoing commitment to technological innovation.
- Compliance Measures Enhanced: Super Micro collaborated with Taiwanese authorities to prevent the smuggling of AI servers into China, indicating a strong focus on compliance, as Nvidia CEO Jensen Huang urged the company to strengthen regulatory adherence to avoid future incidents.
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
