Luke

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[Luke @Cornywool]

$SMCI CEO Charles Liang clearly states:

"We will fix 10K filing very soon and catch growth wont be a problem anymore."

#ElonMusk #CharlesLiang #Xai #Colossus #SpaceX #Tesla #Tsla $tsla
$SMCI #SMCI $NVDA #NVDA $PLTR #PLTR #AI $DELL #AMD $AMD
#StocksToWatch #Stocks #Finance
#WSB

[Supermicro @Supermicro]

Watch Mory explore the infrastructure needed to effectively deliver AI inference to users, focusing on solutions outside of core AI data centers.

Discover how local data centers can benefit from space-optimized solutions: https://t.co/CAQYL8j1my

#GTC25InfrastructureUpdate

[Supermicro @Supermicro]

Introducing Our New Single-Socket Servers Optimized for Intel Xeon 6 Processors with P-Cores. From reduced power consumption to cost efficiency, single-socket server beats dual-socket system.

Discover how we can transform your data center operations:
https://t.co/lZO6c3ukvJ

[Supermicro @Supermicro]

AI infrastructure is incredibly complex, involving meticulous planning of system nodes, rack layouts, power delivery, and extensive L11 and L12 testing.

Watch Johnson discuss Supermicro's building block approach in our GTC25 Infrastructure Update.

➡️ https://t.co/IMfWlebbSC

[Supermicro @Supermicro]

From calculating aerodynamics for cars and airplanes to discovering new molecules, HPC is driving advancements across numerous domains.

➡️ Discover how HPC is transforming various fields in our latest data center story: https://t.co/ZXY4s3Pd5i

#HPC #DataCenter

[Shay Boloor @StockSavvyShay]

$AAPL JOINS THE AI DATA CENTER RACE WITH A $1B ORDER FOR $NVDA GB300 NVL72 SYSTEMS -- TAPPING $DELL & $SMCI AS KEY PARTNERS 👀

[Wall St Engine @wallstengine]

After years on the sidelines, Apple $AAPL is finally stepping into the AI data center game, placing an estimated $1B order for $NVDA GB300 NVL72 systems, according to Loop Capital. That’s about 250 high-end servers, with $DELL and Supermicro $SMCI tapped as key partners.

The shift comes after internal struggles to launch a more advanced AI-powered Siri, which has now been delayed. Apple’s new push into Gen AI and large language model infrastructure signals a major strategic pivot—and a recognition that it can’t afford to sit out the AI race any longer.

[PK_Fund @PK_Fund]

$SMCI is this new news?? First time I heard Apple was a customer. Holy fuckin smokes

[PK_Fund @PK_Fund]

$SMCI

Take this GS!

[Supermicro @Supermicro]

At NVIDIA GTC 25 - Supermicro unveils its new liquid-cooled NVIDIA HGX™ B200 8-GPU system now seamlessly integrated with Lambda’s 1-Click Clusters.

Learn more https://t.co/52aE2Yy03r

[Hardik Shah @AIStockSavvy]

$SMCI | 𝐒𝐮𝐩𝐞𝐫 𝐌𝐢𝐜𝐫𝐨 𝐂𝐨𝐦𝐩𝐮𝐭𝐞𝐫 (SMCI): JPMorgan 𝐮𝐩𝐠𝐫𝐚𝐝𝐞𝐬 𝐭𝐨 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 𝐭𝐨 $𝟒𝟓 (𝐟𝐫𝐨𝐦 $𝟑𝟓); cites 𝐁𝐥𝐚𝐜𝐤𝐰𝐞𝐥𝐥 𝐝𝐞𝐦𝐚𝐧𝐝, but flags 𝐦𝐚𝐫𝐠𝐢𝐧 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞 & 𝐢𝐧𝐭𝐞𝐫𝐧𝐚𝐥 𝐫𝐢𝐬𝐤𝐬.

[Supermicro @Supermicro]

Industry Pioneers in AI united!

Supermicro CEO @charlesliang and @nvidia CEO Jensen Huang reunited at NVIDIA GTC to explore cutting-edge AI, HPC, and accelerated computing solutions! Celebrating 20 years of partnership, we're continuing to push the boundaries of innovation.

[Supermicro @Supermicro]

Cyril chats with Christopher Sullivan, Director of Research and Academic Computing at Oregon State University, and discusses his real-world experience deploying the Supermicro NVIDIA GH200 Grace Hopper™ Superchip.

Learn more: https://t.co/SgkhbJiQJM

#NVIDIAGTC25

[Supermicro @Supermicro]

☀️ Welcome to the Supermicro booth at NVIDIA GTC 2025! ☀️

Join Product Marketing Manager Philip Tamaki gives a preview tour of our latest AI data center innovations, including our air and liquid-cooled Supermicro NVIDIA HGX systems.

Learn more: https://t.co/fyKL3dMYa3

[Supermicro @Supermicro]

Live at NVIDIA GTC 25, Supermicro Sr. Growth Product Manager Johnson Eung explores the new NVIDIA GB300 NVL72 rack, an exascale AI supercomputer in a single rack powered by the NVIDIA Blackwell Ultra platform.

Learn more: https://t.co/0e5DDNJLEm

#NVIDIAGTC25 #GTC25 #Supermicro

[Supermicro @Supermicro]

At #NVIDIAGTC25, Director, Solutions Management AI Alok Srivastava showcases our Building Block Solutions® portfolio accelerated by the NVIDIA Blackwell platform with the new 10U air-cooled NVIDIA HGX™ B200 8-GPU and NVIDIA HGX B300 NVL16.

Learn more: https://t.co/0IqbdEX7Y7

[Supermicro @Supermicro]

➡️ Here's Day 1 Action at NVIDIA GTC 25!

We're looking forward to everyone stopping by Booth #1115 and learning more about our liquid-cooling technologies and AI data center Building Block Solutions®.

#NVIDIAGTC25 #GTC25 #Supermicro

[Hardik Shah @AIStockSavvy]

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $SMCI Supermicro Unveils Advanced Petascale All-Flash Storage Server with $NVDA NVIDIA Grace CPU Superchip

https://t.co/dv87cym1d7

[Supermicro @Supermicro]

Supermicro introduces cutting-edge systems powered by NVIDIA Blackwell Ultra, featuring @nvidia HGX B300 NVL16 and NVIDIA GB300 NVL72 platforms.

➡️ Join us at NVIDIA GTC 2025 and visit booth #1115 to explore our rack-scaled liquid-cooled solutions: https://t.co/RIqTpU6HZL

[Supermicro @Supermicro]

We're introducing over 100 GPU-optimized systems supporting @nvidia RTX™ PRO 6000 Blackwell Server Edition and H200 NVL. Designed for demanding data centers, offering flexibility and optimization for enterprise AI, LLM inference.

Learn more: https://t.co/zdyll8bDBn.