NVIDIA Blackwell Fuels AI Surge -- Super Micro Emerges as Top Winner
June 6 - Super Micro Computer (NASDAQ:SMCI) is poised to gain as NVIDIA's (NASDAQ:NVDA) Blackwell GPU rollout accelerates. Analysts point to a $20 billion partnership with Saudi data center firm DataVolt and upbeat upgrades as key drivers.
Warning! GuruFocus has detected 5 Warning Signs with SMCI.
Last week, NVIDIA reported that Blackwell chips now account for about 70% of its data center revenue, with sales roughly doubling quarter over quarter. These GPUs power cutting-edge AI workloads, and Super Micro's server designs are built to match that demand.
SMCI's modular systems feature advanced cooling and power management, making them an ideal match for Blackwell's dense computing requirements. The companies collaborate closely on software integration, ensuring SMCI servers support the latest NVIDIA architectures from day one.
Additionally, SMCI's partnership with Saudi data center operator DataVolt, valued at $20 billion, underscores its role in supplying high-density GPU servers. As Blackwell deployments spread across hyperscale facilities, SMCI stands to benefit from strong demand for customizable, high-performance infrastructure.
While SMCI's profit margins remain tighter than some peers, its agility in aligning with NVIDIA's AI roadmap helps drive growth. Investors monitoring AI hardware trends view SMCI as a key beneficiary of NVIDIA's expanding GPU ecosystem.
Based on the one year price targets offered by 15 analysts, the average target price for Super Micro Computer Inc is $40.00 with a high estimate of $70.00 and a low estimate of $15.00. The average target implies a downside of -1.90% from the current price of $40.77.
Based on GuruFocus estimates, the estimated GF Value for Super Micro Computer Inc in one year is $68.35, suggesting a upside of +67.65% from the current price of $40.77.
This article first appeared on GuruFocus.
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