China says Nvidia broke competition rules, extends probe; stock off lows
SAN JOSE, Calif. - Lambda, the Superintelligence Cloud, has deployed Supermicro’s GPU-optimized servers, including NVIDIA Blackwell-based systems, to expand its AI infrastructure, according to a press release statement issued Monday. Supermicro (NASDAQ:SMCI), which has demonstrated remarkable revenue growth of 46.59% over the last twelve months and maintains a strong market position with a $26.24 billion market cap, continues to strengthen its presence in the AI infrastructure space.
The collaboration initially launched at Cologix’s COL4 Scalelogix data center in Columbus, Ohio, in June, providing enterprise-grade AI compute solutions to the Midwest region. According to InvestingPro analysis, Supermicro’s robust financial health score of "GREAT" and strong liquidity position, with current assets significantly exceeding short-term obligations, position the company well for such major deployments.
Lambda selected various Supermicro systems including SYS-A21GE-NBRT with NVIDIA HGX B200, SYS-821GE with NVIDIA HGX H200, and SYS-221HE-TNR, all powered by Intel Xeon Scalable processors. The deployment also features Supermicro’s AI Supercluster with NVIDIA GB200 and GB300 NVL72 racks.
"Lambda is on a mission to accelerate the path to Superintelligence, building gigawatt-scale AI factories for training and inference for the world’s top AI labs, enterprises and hyperscalers," said Ken Patchett, VP Data Center Infrastructure at Lambda.
Vik Malyala, SVP of Technology & AI at Supermicro, noted that their GPU-optimized servers enable Lambda to deliver solutions for AI workloads.
The implementation includes energy-efficient servers with advanced cooling technology, which Lambda claims has helped them bring online a large AI facility in record time.
Chris Heinrich, Chief Revenue Officer of Cologix, described Columbus as "a fast-growing hub for AI innovation" and highlighted their role as the region’s colocation and interconnection provider.
The companies stated that this collaboration aims to enable AI development across industries including healthcare, finance, manufacturing, retail, and logistics in the Midwest region.
Supermicro (NASDAQ:SMCI) designs and manufactures server systems in the US, Taiwan, and the Netherlands.
In other recent news, Digi Power X Inc. filed its interim financial results for the three and six months ending June 30, 2025, with the Securities and Exchange Commission. The submission included certifications from both the Chief Executive Officer and Chief Financial Officer. Meanwhile, Supermicro, Inc. announced the expansion of its NVIDIA Blackwell system lineup, introducing new liquid-cooled and air-cooled systems to support large-scale AI training and cloud-scale inference workloads. Despite this expansion, Super Micro Computer’s recent fourth-quarter fiscal 2025 results did not meet market expectations. Needham responded by raising its price target for Super Micro Computer to $60, maintaining a Buy rating, while JPMorgan lowered its target to $45, keeping a Neutral rating. The earnings miss was attributed to capital access issues affecting production volume. This has raised concerns about potential market share losses to competitors like Dell Technologies and Hewlett Packard Enterprise. These developments highlight the competitive pressures and challenges faced by Super Micro Computer in the high-performance server market.
This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.