Super Micro Computer (SMCI) stock rose 9.5% on Thursday, September 17, closing just over $40. The move followed a bullish call on how big the market for AI servers gets. That call may well be right. But it answers a question Super Micro's own results never raised. That is why one big session tells you less than it looks like it does.
Analysts at Goldman Sachs said the addressable market for AI servers will expand aggressively through the end of the decade. That is a forecast about an industry rather than about one manufacturer. Another account of Thursday morning's climb credited a broader equity rebound after Wednesday afternoon's Federal Reserve rate decision, not the forecast. Hewlett Packard Enterprise (HPE) jumped 8.0% the same day against the S&P 500's 1.1% gain, showing that capital was rotating heavily into primary AI server makers.
Company-specific headlines that day ran the other way: after the close, a shareholder rights law firm issued a press release soliciting clients for a potential investigation into company management.
A bigger market is not what this company is short of. In its fiscal fourth quarter, ended June 2026, Super Micro booked over $60 billion of new orders. That backlog underpins management's fiscal 2027 revenue guidance of $65 billion to $72 billion—up sharply from the $39 billion booked over the prior twelve months, but spread out as delivery and deployment constraints allow customers to take delivery.
What it is short of is customers ready to take delivery. Super Micro sells data center building block solutions, which bundle the servers with the power, cooling, networking and software around them. The company's manufacturing capability is on track to include more than 3,000 direct liquid-cooled racks a month.

#forecast

SMCI trades at just 8x FY2027 EPS despite a record $60 billion order backlog and a 78% Q4 earnings beat, supporting a $60 price target by 2027.
Unlike NVDA, which only designs chips, SMCI builds complete AI factories covering rack servers, liquid cooling, and deployment, giving it a one-stop infrastructure moat.
FY2027 EPS estimates jumped 33% in 90 days with 16 upward revisions and zero cuts, yet Wall Street's consensus price target still sits at just $42.
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Super Micro Computer (NASDAQ:SMCI) has quietly become one of the more interesting rebound stories in AI infrastructure. Shares are up 21.76% year to date, but the stock is still down 21.46% over the past year as investors work through governance overhangs and margin whiplash.

#fy2027 #target #unlike

The often-teflon AI trade has officially been rattled.
AI stocks are getting absolutely crushed in premarket trading on Monday after Anthropic (ANTH.PVT) CEO Dario Amodei dropped a gloomy 3,800-word essay that rattled investor confidence across the entire semiconductor and AI infrastructure complex.
Momentum AI names took it on the chin, with Marvell (MRVL) and SK Hynix (SKHY) each down 7%, CoreWeave (CRWV), SanDisk (SNDK), Intel (INTC), and AMD (AMD) all off 6%, Micron (MU) and Super Micro (SMCI) down 5%.
Even the two most important names in AI — Nvidia (NVDA) and Broadcom (AVGO) — are sliding 3% before the opening bell.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.

#names #momentum

Nvidia (NVDA) CEO Jensen Huang was asked on Monday whether the company's newest investment is the kind of circular financing investors keep worrying about, and he said it was not. "This is not circular because obviously they do their own business and we do our own business, and MediaTek is already incredibly profitable, incredibly successful," Huang told Bloomberg's Ed Ludlow in an interview alongside MediaTek CEO Rick Tsai on Aug. 31.
The deal that prompted the question is worth $3.5 billion, and one detail about it has been widely flattened. Nvidia is not buying MediaTek shares. It bought $3.5 billion of convertible bonds issued by the company, part of an overseas convertible offering of roughly $3.9 billion in which Alphabet (GOOGL) also participated at an undisclosed size. Nvidia holds debt that can convert later, not equity today, and the release names no conversion price, no valuation, and no resulting stake.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#NVIDIA #mediatek #incredibly

The defense industry is undergoing a major transformation, with governments increasing spending on drones, autonomous systems, counter-UAS technologies, and precision weapons. This creates a favorable backdrop for AeroVironment (AVAV), which is positioned at the forefront of next-generation defense.
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ***** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#defense #aerovironment #dear #mark

SK hynix (SKHY) is giving investors a fresh reason to watch its artificial intelligence (AI)-driven memory growth story as the South Korean chipmaker weighs expanding its manufacturing footprint into ****** an. The company is reportedly exploring a potential memory-chip joint venture, with Miyagi Prefecture among the locations seeking to attract the investment. SK hynix looks to capitalize on surging AI-driven demand while deepening relationships with ****** anese customers and suppliers, including through its indirect stake in Kioxia Holdings.
The potential ****** an expansion could become another important piece of SK hynix's global capacity strategy. The company is already investing heavily in South Korea and recently broke ground on a $4 billion advanced packaging facility in Indiana, underscoring its effort to secure supply as the memory shortage is expected to persist through 2030. Amid this, ****** an could be strategically attractive because it has an established semiconductor ecosystem, and its willingness to subsidize semiconductor investments could further support SK hynix's expansion plans.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#Japan #driven

With a market cap of $117.8 billion, Medtronic plc (MDT) is a leading global healthcare technology company focused on addressing complex health challenges through innovative medical solutions. With a global workforce serving patients across more than 150 countries, its technologies span cardiac devices, surgical robotics, insulin pumps, surgical tools, and patient monitoring systems.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Medtronic fits this criterion perfectly. Guided by its mission to alleviate pain, restore health, and extend life, Medtronic's innovations aim to improve outcomes and transform lives worldwide.
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#surgical #guided

Boston, Massachusetts-based Vertex Pharmaceuticals Incorporated (VRTX) develops and commercializes therapies for treating cystic fibrosis (CF). Valued at $139 billion by market cap, the company invests in scientific innovation to create transformative medicines for people with serious diseases.
Companies worth $10 billion or more are generally described as "large-cap stocks," and VRTX perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the biotechnology industry. VRTX derives its primary competitive strength from its global monopoly in CF treatments, anchored by flagship blockbusters like Trikafta/Katori which generate robust cash flow to fuel its high-impact clinical pipeline.
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#vrtx #massachusetts

Global hyperscalers and enterprise buyers are committing record capital to artificial intelligence (AI) data centers, creating extraordinary demand for high-end GPUs and networking equipment. As the dominant supplier of AI accelerators, Nvidia is at the heart of this spending wave.
Nvidia's latest results only strengthened that case when the company surpassed its Q2 FY2027 top- and bottom-line expectations. Moreover, management added that demand continues to outpace supply, meaning available capacity, not customer appetite, is currently the more pressing limitation.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#demand

Citigroup Inc. (C), headquartered in New York, is a diversified financial service holding company that provides various financial product and services to consumers, corporations, governments, and institutions. With a market cap of $226.1 billion, the company's services include investment banking, retail brokerage, corporate banking, and cash management products and services.
Companies worth $200 billion or more are generally described as "mega-cap stocks," and C definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the banks - diversified industry. Citigroup's competitive strength lies in its multiyear transformation focused on modernizing and consolidating its infrastructure, retiring legacy platforms and automating manual processes, which is enhancing operational resilience, strengthening risk management, and enabling it to serve its global client base with more advanced, technology-led solutions.
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#Stock #infrastructure #market

New York-based BlackRock, Inc. (BLK) is a publicly owned investment manager that provides investment management services to institutional clients and retail investors. With a market cap of $174.7 billion, the company offers investment, advisory, and risk management services.
Companies worth $10 billion or more are generally described as "large-cap stocks," and BLK perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the **** et management industry. BlackRock uses its unmatched scale to drive operational efficiency, offer a diversified product suite spanning equity, fixed income and alternatives, and sustain significant investment in technology.
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#investment #management #york

Wilmington, Massachusetts-based ***** og Devices, Inc. (ADI) designs, manufactures, tests, and markets integrated circuits (ICs), software, and subsystems products. Valued at $171.8 billion by market cap, the company's products are used in communications, computer, industrial, instrumentation, military, aerospace, automotive, and high-performance consumer electronics applications.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ADI definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the semiconductors industry. ADI commands a strong competitive position in high-performance ***** og and mixed-signal semiconductors, underpinned by its global leadership in data converters. Its moat is built on a deep proprietary IP portfolio, entrenched relationships in high-margin industrial, automotive and healthcare markets, and expanded signal-chain and power management capabilities from strategic acquisitions. The company further benefits from a resilient hybrid manufacturing model and strong pricing power, supported by the long, sticky lifecycles typical of critical ***** og components.
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#analog #high #Stock #products

The TJX Companies, Inc. (TJX), headquartered in Framingham, Massachusetts, operates as an off-price apparel and home fashions retailer. With a market cap of $147.9 billion, the company operates off-price retail concepts and e-commerce sites in the U.S., Canada, and Europe that offer a wide range of brand name and designer merchandise.
Companies worth $10 billion or more are generally described as "large-cap stocks," and TJX definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the apparel retail industry. TJX has cemented its leadership in off-price retail by leveraging strong vendor relationships and efficient procurement to offer branded merchandise at significantly lower prices than traditional channels. Its treasure-hunt shopping experience, driven by a diverse and ever-changing ****** ortment, continues to resonate with cost-conscious consumers and build a loyal customer base, while strategic investments in Multibrand Outlet Stores in Mexico and Brands for Less in the Middle East underscore its focus on international expansion and geographic diversification.
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#price #Companies #market #billion

The S&P 500 Index ($SPX) (SPY) is up by +0.50% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.79%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.17%. E-mini S&P futures (ESU26) are up +0.49%, and September E-mini Nasdaq futures (NQU26) are up +0.15%.
Stock index futures recovered from overnight losses and are moving higher today as a retreat in crude oil prices knocked bond yields lower. Crude oil prices gave up an overnight advance and turned lower today when US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday, easing supply concerns. That knocked the 10-year T-note yield down -1 bp to 4.79%, benefiting stocks. Gains in stocks accelerated on dovish comments for New York Fed President Williams, who said inflation is continuing to trend down.
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#today #futures #mini

With a market cap of $162.5 billion, The Boeing Company (BA) is a leading global aerospace company and one of the largest U.S. exporters, serving customers in more than 150 countries. The company develops, manufactures, and services commercial airplanes, defense products, and ******* e systems.
Companies worth more than $10 billion are generally labeled as "large-cap" stocks, and Boeing fits this criterion perfectly. Boeing's global workforce and supplier network support innovation and economic growth, guided by its core values of safety, quality, and integrity.
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#boeing

With a market cap of $130.7 billion, Chubb Limited (CB) is a global insurance leader providing a broad range of commercial and personal insurance solutions across 54 countries and territories. Its offerings span property and casualty, personal accident and supplemental health, reinsurance, and life insurance for a diverse range of customers.
Companies valued at more than $10 billion or more are generally considered "large-cap" stocks, and Chubb Limited fits this criterion perfectly. With strong financial capabilities, extensive distribution networks, and local operations worldwide, Chubb employs approximately 45,000 people globally.
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#Stock #Companies

The S&P 500 Index ($SPX) (SPY) is up by +0.16% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.42%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.20%. E-mini S&P futures (ESU26) are up +0.10%, and September E-mini Nasdaq futures (NQU26) are down -0.25%.
Stock index futures recovered from overnight losses and are mostly higher today as a retreat in crude oil prices knocked bond yields lower. Crude oil prices gave up an overnight advance and turned lower today when US Energy Secretary Wright said that over 17 million bbl of oil went through the Strait of Hormuz on Monday, easing supply concerns. That knocked the 10-year T-note yield down -1 bp to 4.79%, benefiting stocks. Bond yields also remained lower after the Aug ADP employment change rose less than expected.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#index #crude #bond

December U.S. T-Bond (ZBZ26) futures present a selling opportunity on more price weakness.
See on the daily bar chart for December U.S. Treasury bond futures that prices are starting to trend down again and are not far above the contract low. The bears have the firm near-term technical advantage. That means the path of least resistance for prices is sideways to lower.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#december #futures #dear

Milpitas, California-based Sandisk Corporation (SNDK) develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States and internationally. The company has a market cap of $225 billion and offers solid-state drives for desktop and notebook PCs, gaming consoles, set-top boxes, flash-based embedded storage products, and more.
Companies with a market cap of $200 billion or more are typically referred to as "mega-cap stocks." CAT fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the computer hardware industry.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#flash #sandisk

With a market cap of $69.7 billion, Boston Scientific Corporation (BSX) is a global medical technology leader focused on developing innovative solutions that improve patient health and transform lives. The company offers a broad portfolio of high-performance devices and therapies designed to address unmet medical needs while helping reduce healthcare costs.
Companies valued at more than $10 billion are generally considered "large-cap" stocks, and Boston Scientific fits this criterion perfectly. Its technologies support physicians in diagnosing and treating complex cardiovascular, respiratory, digestive, oncological, neurological, and urological conditions.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#boston #scientific

Valued at a market cap of $130.3 billion, Prologis, Inc. (PLD) is a global leader in logistics real estate with a focus on high-barrier, high-growth markets. The company owns or has investments in, on a wholly owned basis or through co-investment ventures, properties and development projects expected to total approximately 1.3 billion square feet in 20 different countries.
Companies with a market cap of $10 billion or more are typically referred to as "large-cap stocks." PLD fits perfectly into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the industrial REIT industry.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
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#high #Companies

With a market cap of $117.8 billion, Medtronic plc (MDT) is a leading global healthcare technology company focused on addressing complex health challenges through innovative medical solutions. With a global workforce serving patients across more than 150 countries, its technologies span cardiac devices, surgical robotics, insulin pumps, surgical tools, and patient monitoring systems.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Medtronic fits this criterion perfectly. Guided by its mission to alleviate pain, restore health, and extend life, Medtronic's innovations aim to improve outcomes and transform lives worldwide.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#Health #surgical #Companies

SK hynix (SKHY) is giving investors a fresh reason to watch its artificial intelligence (AI)-driven memory growth story as the South Korean chipmaker weighs expanding its manufacturing footprint into **** an. The company is reportedly exploring a potential memory-chip joint venture, with Miyagi Prefecture among the locations seeking to attract the investment. SK hynix looks to capitalize on surging AI-driven demand while deepening relationships with **** anese customers and suppliers, including through its indirect stake in Kioxia Holdings.
The potential **** an expansion could become another important piece of SK hynix's global capacity strategy. The company is already investing heavily in South Korea and recently broke ground on a $4 billion advanced packaging facility in Indiana, underscoring its effort to secure supply as the memory shortage is expected to persist through 2030. Amid this, **** an could be strategically attractive because it has an established semiconductor ecosystem, and its willingness to subsidize semiconductor investments could further support SK hynix's expansion plans.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#memory

The defense industry is undergoing a major transformation, with governments increasing spending on drones, autonomous systems, counter-UAS technologies, and precision weapons. This creates a favorable backdrop for AeroVironment (AVAV), which is positioned at the forefront of next-generation defense.
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ****** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#defense #Stock

Amphenol (APH) stock has been on a strong run in recent years, riding the massive wave of artificial intelligence (AI) infrastructure spending. Once viewed largely as a traditional interconnection and industrial cabling company, Amphenol has increasingly emerged as a key AI infrastructure play, attracting investors looking to capitalize on the rapid expansion of data centers and next-generation computing. The reason is simple: AI is creating an enormous data-transfer challenge.
As increasingly powerful chips process more data at faster speeds, moving that information efficiently between processors and across data centers is becoming just as critical as the computing power itself. Amphenol is positioned directly in the middle of this trend, supplying the connectors, cables, and interconnect solutions needed to handle the growing bandwidth demands of AI infrastructure. As AI workloads scale, the infrastructure surrounding the chips could become an increasingly valuable part of the technology stack.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine

#infrastructure #data #chips #once

The S&P 500 Index ($SPX) (SPY) closed down by -0.71% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down by -0.79%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down by -1.29%. E-mini S&P futures (ESU26) fell -0.71%, and September E-mini Nasdaq futures (NQU26) fell -1.25%.
Stock indices retreated on Tuesday, with the S&P 500 falling to a 4-week low, the Dow Jones Industrials sliding to a 1-month low, and the Nasdaq 100 posting a 1-week low. Stocks fell as surging oil prices boosted inflation expectations and bond yields and ramped up expectations that global central banks will keep raising interest rates. Investors are demanding higher yields to hold bonds as concerns intensify over persistent inflation, government spending, and surging corporate borrowing to finance the AI buildout. The higher bond yields sparked a retreat in chipmakers and AI-infrastructure stocks on Tuesday.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine

#NASDAQ #fell #Stock

The artificial intelligence (AI) infrastructure boom is running into a physical limit that money alone can't solve: electricity. Hyperscalers can spend hundreds of billions of dollars on servers, but those servers still need power, and new data-center capacity can take years to connect to the grid. That is changing the economics of AI computing. The scarce resource is increasingly not just chips or capital, but energized megawatts.
That creates an opening for Nvidia (NVDA), whose next-generation Vera Rubin platform is designed to squeeze more computing — and more revenue — from every watt. Let's take a closer look.
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SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity

#computing

Super Micro Computer (SMCI) wrapped up fiscal 2026 on a strong footing, with its revenue and earnings increasing significantly. Moreover, SMCI continues to see robust demand for its Artificial intelligence (AI) and IT infrastructure solutions, while its record backlog points to continued business momentum and potentially strong growth in the periods ahead.
While Super Micro Computer is expected to deliver solid growth, its stock looks attractive on valuation, suggesting now could be the right time to buy.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
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#micro #smci #fans #pltr

Throughout the buildout of artificial intelligence, the biggest issue that companies keep banging their heads on has been computing capacity. Big tech companies are spending hundreds of billions of dollars this year on servers, chips, and networking equipment, and it appears they'll be spending even more in 2027.
That's why some companies are getting creative—and creating partnerships—in an effort to stand out from the crowd and get AI hardware in the hands of data centers. One recent example is Cisco Systems (CSCO), which is expanding its Secure AI Factory with Nvidia (NVDA) by including a partnership with Super Micro Computer (SMCI).
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Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#Stock

Super Micro Computer (SMCI) is moving past another major governance overhang after completing an independent investigation into an alleged Nvidia Corporation (NVDA) chip diversion scheme. On Aug. 20, Super Micro announced that the probe, led by independent directors Scott Angel and Tally Liu and conducted with Munger, Tolles & Olson and forensic consultant AlixPartners, found no evidence that current senior management knew about the alleged diversion scheme or any actual diversion of restricted products. The company also said it found no evidence that Super Micro directly sold export-controlled products to known restricted parties or that its previously issued financial statements could not be relied upon.
The investigation followed the March 19 indictment of two Super Micro employees and a contractor in connection with an alleged scheme of Nvidia-powered artificial intelligence (AI) servers that prosecutors say were diverted to China through intermediaries. Super Micro itself was not named as a defendant and said the three individuals no longer have any relationship with the company.
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#alleged #evidence