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NEWS TAGGED SUPERMICRO
Friday 2 May 2025
Is the early pull-in effect ending? Taiwan electronics industry outlook downgraded to green light
Supermicro announced this week a downward revision of its revenue and profit forecasts. The question remains whether this is due to disruptive innovation driven by DeepSeek or if...
Wednesday 30 April 2025
Supermicro's sales miss hints at slower AI investments by cloud giants
Supermicro, a major provider of AI-optimized servers, reported preliminary fiscal third-quarter 2025 results that fell short of expectations, raising concerns about a potential slowdown...
Tuesday 11 March 2025
xAI supercharges Colossus supercomputer: Elon Musk's AI powerhouse races toward 1 million Nvidia GPUs
xAI, the artificial intelligence (AI) startup founded by Elon Musk, has acquired 1 million square feet (93,000 square meters) of land in southwest Memphis, Tennessee, for the expansion...
Wednesday 26 February 2025
Super Micro's late filing: sales miss, Nasdaq cleared
In a delayed filing, Super Micro Computer announced net sales of US$5.68 billion, which did not meet the anticipated targets. The company successfully met Nasdaq's compliance requirements,...
Thursday 20 February 2025
xAI Grok 3 overcomes training bottleneck with liquid cooling
Elon Musk's xAI has unveiled its latest AI large language model (LLM) Grok 3, which the company claims is the most powerful AI model on Earth. The development team revealed they encountered...
Wednesday 12 February 2025
Supermicro lowers 2025 forecast on Nvidia delays, targets US$40 billion revenue by 2026
Super Micro Computer (Supermicro) has lowered its 2025 projections due to delays in Nvidia's Blackwell GPU shipments. However, the company still expects to reach US$40 billion in...
Friday 7 February 2025
Supermicro ramps up Blackwell-based AI server production amid financial scrutiny
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected...
Tuesday 4 February 2025
Global server market, 4Q 2024

Introduction

Monday 13 January 2025
HPE wins US$1 billion AI server deal for Elon Musk's X
Hewlett Packard Enterprise Co. (HPE) won a deal worth more than US$1 billion to provide Elon Musk's X social network with servers optimized for artificial intelligence (AI) work.
Tuesday 31 December 2024
2024 review: Taiwanese ODMs thrive as top 5 brands step up for AI servers
The global AI server market is expected to expand from US$142.88 billion in 2024 to US$837.83 billion by 2030, with a CAGR of 34.3%, according to MarketsandMarkets. This growth is...
Friday 20 December 2024
Supermicro H14 servers empower the next generation of AI workloads
The High-performance computing (HPC) market is continuously gaining strong momentum, with research finding that the global market is expected to grow massively for applications requiring...
Friday 13 December 2024
Supermicro partners with Nidec on water cooling CDU to enhance NVL72 cooling efficiency
Japanese company Nidec has announced its collaboration with Supermicro to develop a coolant distribution unit (CDU) for AI servers, which has already begun shipping. This new cooling...
Tuesday 3 December 2024
Super Micro finds no evidence of fraud; will replace CFO
Super Micro Computer said an independent review of its business found no evidence of misconduct but recommended that the server maker appoint new top financial and legal leadership...
Wednesday 27 November 2024
Supermicro returns to the battlefield with B300 as the focal point
Having emerged from its financial report turmoil, Supermicro is back in action, intensifying competition in the AI server market. Industry sources indicate that while other ODM manufacturers...
Tuesday 26 November 2024
Nvidia GB200 supply shift fuels breakout growth for Taiwan's tier-2 server makers in 2025
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...