12 AI News and Ratings Investors are Keeping Their Eye On

Page 9 of 11

3. Super Micro Computer, Inc. (NASDAQ:SMCI)

Number of Hedge Fund Holders: 33

Super Micro Computer, Inc. (NASDAQ:SMCI) designs and manufactures high-performance server and storage solutions for various markets, including AI, cloud computing, and 5G, offering comprehensive products and services globally.

On February 5, Supermicro announced the full production availability of its AI data center Building Block Solutions, powered by NVIDIA Blackwell. The portfolio includes both air-cooled and liquid-cooled systems with various CPU options and superior thermal design for efficient operation. It supports complex AI workloads with scalable infrastructure, offering systems like the NVIDIA HGX B200, which integrates advanced liquid and air cooling technologies.

Supermicro’s solutions include rack-level integration, network switching, and cluster validation for turnkey AI deployments. The company’s SuperCluster design allows scalable AI units, supporting up to 768 GPUs, and is optimized for AI deployment using NVIDIA AI Enterprise software. Furthermore, Supermicro offers full end-to-end solutions with global manufacturing and liquid-cooling expertise for large-scale AI infrastructure.

Page 9 of 11