Shares of server solutions provider Super Micro (NASDAQ:SMCI) fell 5.5% in the afternoon session after Goldman Sachs initiated coverage of the stock with a "Sell" rating and a $26 price target.
As we enter 2026, Super Micro Computer, Inc. (NASDAQ: SMCI) stands as one of the most resilient yet polarizing figures in the global technology infrastructure landscape. Once a niche player in the server market, Supermicro became the poster child for the artificial intelligence (AI) gold rush, followed by a harrowing 2024 that saw its corporate [...]
In a landmark keynote at the 2026 Consumer Electronics Show (CES) in Las Vegas, NVIDIA (NASDAQ: NVDA) CEO Jensen Huang officially introduced the Vera Rubin AI platform, the successor to the company’s highly successful Blackwell architecture. Named after the pioneering astronomer who provided the first evidence for dark matter, the Rubin platform is designed to [...]
As of January 9, 2026, the global computing landscape has transitioned from the "AI Hype" era into the "AI Implementation" era. At the epicenter of this transition sits Super Micro Computer, Inc. (NASDAQ: SMCI). Once a niche player in the server market, SMCI has evolved into a cornerstone of the AI data center ecosystem. However, [...]
The high-stakes theater of the artificial intelligence revolution has few companies that have embodied the "boom-and-bust-and-rebuild" cycle as vividly as Super Micro Computer, Inc. (NASDAQ: SMCI). Once the darling of Wall Street during the initial generative AI surge of 2023, the Silicon Valley hardware giant spent much of 2024 and 2025 navigating a gauntlet of [...]
Date: January 9, 2026 Introduction In the rapidly shifting landscape of the technology sector, few companies have successfully navigated as many industry-wide transformations as Dell Technologies Inc. (NYSE: DELL). Once the poster child for the direct-to-consumer PC revolution, Dell has reinvented itself into a cornerstone of the global artificial intelligence (AI) infrastructure. As of early [...]
As of December 29, 2025 Introduction In the rapidly evolving landscape of artificial intelligence (AI) infrastructure, few companies have experienced a more turbulent or high-stakes journey than Super Micro Computer, Inc. (Nasdaq: SMCI). Once the darling of the 2023-2024 AI bull market, the San Jose-based server manufacturer has spent the last year attempting to reconcile [...]
In the global race to build the infrastructure for Artificial Intelligence, much of the spotlight has been dominated by the silicon "brains" of the operation—the high-performance GPUs. However, as the industry enters 2026, a new realization has gripped Wall Street: those brains require a massive, high-density "memory" to function. This realization has catapulted Seagate Technology [...]
The era of the "air-cooled" data center is officially coming to a close. As of January 2026, the artificial intelligence industry has hit a thermal wall that fans and air conditioning can no longer climb. Driven by the relentless power demands of next-generation silicon, the transition to liquid cooling has accelerated from a niche engineering [...]
In a move that has sent shockwaves through the semiconductor industry, Advanced Micro Devices, Inc. (NASDAQ: AMD) has officially unveiled its most ambitious AI infrastructure to date: the Instinct MI450 accelerator and the integrated Helios server rack platform. Positioned as a direct assault on the high-end generative AI market, the MI450 is the first GPU [...]
Let’s dig into the relative performance of Super Micro (NASDAQ:SMCI) and its peers as we unravel the now-completed Q3 hardware & infrastructure earnings season.
