8 AI News and Ratings Making Waves on Wall Street

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

Number of Hedge Fund Holders: 45

Super Micro Computer, Inc. (NASDAQ:SMCI) develops and sells high-performance server and storage solutions worldwide.

On March 19, Super Micro introduced new systems powered by NVIDIA’s Blackwell Ultra platform, including the NVIDIA HGX B300 NVL16 and GB300 NVL72, aimed at handling AI workloads such as inference, agentic AI, and video processing. The company’s advanced liquid-cooling solutions improve efficiency, reducing power consumption by up to 40%.

The NVIDIA Blackwell Ultra platform offers 288GB HBM3e per GPU, doubling compute fabric bandwidth to 800 Gb/s. Supermicro’s B300 NVL16 system features a new 8U platform with a 16-GPU NVLink domain, while the GB300 NVL72 integrates 72 GPUs and 36 CPUs in a single rack for exascale AI performance.