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Supermicro Stock Rises on News of Product Shipments Using Nvidia Blackwell Chips

2025-09-12 14:44:26 英文原文

作者:Full Bio

Key Takeaways

  • Super Micro Computer said it was now shipping products that use Nvidia's high-speed Blackwell semiconductor for use in artificial intelligence applications.
  • The computer hardware maker explained that the combination give customers optimized AI performance.
  • CEO Charles Liang said Super Micro Computer has the "best track record" in deploying Nvidia technologies.

Super Micro Computer (SMCI), or Supermicro, shares gained as the computer hardware maker announced it was delivering products with Nvidia's (NVDA) high-speed Blackwell Ultra chips for artificial intelligence computing.

The company explained that the Blackwell chips were in Supermicro's Plug-and-Play (PnP)-ready NVIDIA HGX B300 systems and GB300 NVL72 racks.

Supermicro added that its total solution with the Blackwell chips is "fully integrated to combine the hardware with infrastructure software and application software, including NVIDIA AI Enterprise, NVIDIA Blueprints, and NVIDIA NIM to bring optimized AI performance to these powerful systems."

Supermicro CEO Charles Liang said that his firm "has the best track record of fast and successful deployments of new NVIDIA technologies."

Shares of Super Micro Computer advanced 3% Friday morning and are up nearly 50% this year. Nvidia shares edged higher in recent trading and have added a third of their value in 2025.

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摘要

Super Micro Computer is now shipping products equipped with Nvidia's Blackwell semiconductor, aimed at enhancing AI applications. The company claims its Plug-and-Play NVIDIA HGX B300 systems and GB300 NVL72 racks are optimized for these high-speed chips. Supermicro highlights a fully integrated solution combining hardware, infrastructure software, and application software to deliver superior AI performance. CEO Charles Liang asserts that his firm excels in deploying new Nvidia technologies swiftly and successfully. Shares of Super Micro Computer rose 3% on Friday morning and have increased nearly 50% this year.